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JPMorgan Chase
JPM

Overview Fund Activity

3,372 hedge funds and large institutions have $212B invested in JPMorgan Chase in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,666 increasing their positions, 1,227 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-31
Holders Change %
-0.91%
% of All Funds
58.31%
Holding in Top 10
337
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.71%
% of All Funds
5.83%
New
137
Increased
1,666
Reduced
1,227
Closed
124
Calls
$4.6B
Puts
$6.59B
Net Calls
-$1.99B
Net Calls Change
+$102M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
3
Citadel Advisors
Citadel Advisors
Florida
+$530M
4
Marshall Wace
Marshall Wace
United Kingdom
+$321M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Franklin Resources
Franklin Resources
California
-$833M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$796M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$642M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
2601
Buttonwood Financial Advisors
Maryland
$619K -$17.9K -164 -3%
TF
2602
TLWM Financial
Texas
$618K -$867K -4,455 -58%
CG
2603
CFO4Life Group
Texas
$615K -$25.6K -245 -4%
CSI
2604
Cross Staff Investments
New York
$614K +$105 +1 +0%
GIP
2605
Greatmark Investment Partners
Georgia
$614K +$12K +115 +2%
FCIM
2606
Fairview Capital Investment Management
California
$614K +$17.6K +168 +3%
CFG
2607
Cooper Financial Group
California
$612K +$21K +201 +4%
KFA
2608
Krane Funds Advisors
New York
$612K +$34.6K +331 +6%
LAM
2609
L2 Asset Management
Massachusetts
$612K +$75.8K +726 +14%
HI
2610
Humankind Investments
New York
$611K +$97.7K +935 +19%
ME
2611
McIlrath & Eck
Washington
$609K +$26.5K +253 +5%
TWM
2612
Thrive Wealth Management
Pennsylvania
$608K +$55.1K +528 +10%
LAI
2613
Legal Advantage Investments
California
$608K +$199K +1,900 +48%
HWMG
2614
Hurlow Wealth Management Group
Indiana
$607K -$30.5K -292 -5%
SVCP
2615
Silicon Valley Capital Partners
California
$607K +$100K +959 +20%
HFA
2616
Highland Financial Advisors
New Jersey
$606K -$129K -1,232 -18%
BAM
2617
Bellevue Asset Management
Washington
$604K -$2.25K -21 -0.4%
CAC
2618
Cowen and Company
New York
$603K -$52.2K -500 -8%
SF
2619
SBK Financial
Virginia
$601K -$28.9K -276 -5%
LC
2620
Landaas & Company
Wisconsin
$601K +$531 +5 +0.1%
VC
2621
Vicus Capital
Pennsylvania
$600K -$1.15K -11 -0.2%
WH
2622
Whitcomb & Hess
Ohio
$599K -$24.3K -232 -4%
BPFA
2623
Barnes Pettey Financial Advisors
Mississippi
$599K -$1.05K -10 -0.2%
PAG
2624
Powers Advisory Group
Illinois
$599K +$29.2K +279 +5%
WA
2625
WealthTrust Axiom
Pennsylvania
$597K -$940 -9 -0.2%
103 104
105
106 107