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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 %
CA
2626
Centerpoint Advisors
Massachusetts
$596K +$75.3K +720 +14%
WB
2627
West Bancorporation
Iowa
$595K -$43.9K -420 -7%
SEIA
2628
Signature Estate & Investment Advisors
California
$593K -$13.2K -126 -2%
EW
2629
Element Wealth
Mississippi
$593K +$20.8K +199 +4%
FPWM
2630
FSB Premier Wealth Management
Iowa
$592K +$22.1K +212 +4%
FW
2631
FirstPurpose Wealth
Utah
$592K +$40.8K +391 +7%
GPWA
2632
Great Point Wealth Advisors
Massachusetts
$590K -$20.9K -200 -3%
SCM
2633
SKBA Capital Management
California
$589K -$26.1K -250 -4%
Fuller & Thaler Asset Management
2634
Fuller & Thaler Asset Management
California
$588K -$201K -1,925 -25%
AAM
2635
AMI Asset Management
California
$585K -$140K -1,336 -19%
KC
2636
Kingfisher Capital
North Carolina
$585K +$585K +5,601 New
MWP
2637
Moller Wealth Partners
$583K -$32.9K -315 -5%
DIM
2638
Delta Investment Management
California
$583K +$65.6K +627 +13%
PGA
2639
Portland Global Advisors
Maine
$582K – – –
5SA
2640
5th Street Advisors
Connecticut
$580K +$5.12K +49 +0.9%
C
2641
Certuity
Florida
$580K +$179K +1,715 +45%
FB
2642
First Bancorp
Maine
$579K -$7.31K -70 -1%
AFO
2643
Allie Family Office
Florida
$579K – – –
RW
2644
Rede Wealth
Virginia
$578K -$9.72K -93 -2%
VWM
2645
Vigilare Wealth Management
Arizona
$577K -$646K -6,181 -53%
RVPG
2646
Relative Value Partners Group
$577K +$577K +5,525 New
WIC
2647
Wilkins Investment Counsel
Massachusetts
$575K -$47.7K -456 -8%
CAM
2648
Cidel Asset Management
Ontario, Canada
$574K -$499K -4,772 -46%
SFP
2649
Sandbox Financial Partners
Maryland
$574K -$38.6K -369 -6%
GC
2650
Garde Capital
Washington
$573K +$188K +1,802 +49%
104 105
106
107 108