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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 %
WC
2651
Westhampton Capital
North Carolina
$572K -$38.1K -365 -6%
FC
2652
Financial Consulate
Maryland
$572K – – –
FFWM
2653
Future Financial Wealth Management
Ohio
$571K +$64.2K +570 +13%
BWA
2654
Burt Wealth Advisors
Maryland
$570K +$6.27K +60 +1%
TCM
2655
Tributary Capital Management
Nebraska
$569K -$9.72K -93 -2%
GSAM
2656
Grant Street Asset Management
Pennsylvania
$569K – – –
PCM
2657
Perritt Capital Management
Illinois
$568K -$16.5K -158 -3%
TCOO
2658
Trust Company of Oklahoma
Oklahoma
$568K – – –
CCM
2659
Carlson Capital Management
Minnesota
$567K -$20.1K -192 -3%
CFA
2660
Cahill Financial Advisors
Minnesota
$567K +$14.4K +138 +3%
CFO
2661
Collective Family Office
Pennsylvania
$566K -$355K -3,396 -39%
TCM
2662
Triumph Capital Management
Colorado
$563K -$239K -2,288 -30%
WDA
2663
Wendell David Associates
New Hampshire
$563K – – –
BWM
2664
Birchcreek Wealth Management
Ohio
$561K +$73.9K +707 +15%
SAM
2665
Summit Asset Management
Tennessee
$560K +$12K +115 +2%
CWM
2666
Centric Wealth Management
Illinois
$559K -$17.9K -171 -3%
KCFA
2667
Key Client Fiduciary Advisors
New Jersey
$559K +$26.6K +254 +5%
MWM
2668
McNaughton Wealth Management
California
$559K +$49.1K +470 +10%
HWA
2669
Heartwood Wealth Advisors
Virginia
$557K +$55.3K +529 +11%
AWM
2670
Aprio Wealth Management
Georgia
$557K +$134K +1,280 +32%
ES
2671
Eagle Strategies
New York
$556K +$152K +1,454 +38%
VanEck Associates
2672
VanEck Associates
New York
$555K -$3.28M -31,361 -86%
BDF
2673
Black Diamond Financial
Maryland
$554K -$76.8K -735 -12%
EIA
2674
Edgemoor Investment Advisors
Maryland
$554K +$105 +1 +0%
MWM
2675
Maltin Wealth Management
New Jersey
$551K +$5.96K +57 +1%
105 106
107
108 109