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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 %
DAM
2676
Derbend Asset Management
Georgia
$550K -$1.26K -12 -0.2%
CF
2677
Copperwynd Financial
Arizona
$548K -$12.2K -117 -2%
FBB
2678
Fulton Breakefield Broenniman
Maryland
$545K +$10.5K +100 +2%
RWA
2679
RGT Wealth Advisors
Texas
$544K -$29.7K -284 -5%
FPCG
2680
Forum Private Client Group
Indiana
$544K +$1.26K +12 +0.2%
WH
2681
Willner & Heller
California
$544K +$9.19K +88 +2%
PWC
2682
PYA Waltman Capital
Tennessee
$544K +$228K +2,182 +72%
BC
2683
Belmont Capital
California
$544K +$544K +5,204 New
IWN
2684
Independent Wealth Network
Iowa
$542K -$2.51K -24 -0.5%
TIM
2685
Tortoise Investment Management
New York
$542K +$91.1K +872 +20%
AWMG
2686
Alliance Wealth Management Group
New Jersey
$541K -$41.8K -400 -7%
Harris Associates
2687
Harris Associates
Illinois
$541K – – –
HCM
2688
Hutchinson Capital Management
California
$541K +$1.78K +17 +0.3%
AWAP
2689
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$540K -$15K -144 -3%
AWM
2690
Avaii Wealth Management
Wisconsin
$540K +$3.55K +34 +0.7%
APW
2691
Austin Private Wealth
Texas
$540K +$6.69K +64 +1%
IHL
2692
Investment House LLC
California
$540K +$12.5K +120 +2%
GWSG
2693
GPS Wealth Strategies Group
Colorado
$539K -$23.3K -223 -4%
CSWG
2694
Cardinal Strategic Wealth Guidance
Kentucky
$538K -$48.5K -462 -8%
IIA
2695
Integral Investment Advisors
California
$537K -$18.7K -179 -3%
CAM
2696
Campion Asset Management
Virginia
$537K – – –
CP
2697
Castleview Partners
Texas
$537K +$437K +4,182 +438%
Tudor Investment Corp
2698
Tudor Investment Corp
Connecticut
$535K -$1.55M -14,887 -74%
MA
2699
Momentum Advisors
New York
$535K +$14K +134 +3%
HAS
2700
HBW Advisory Services
California
$535K +$59.1K +566 +12%
106 107
108
109 110