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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 %
NFG
2701
Nadler Financial Group
Illinois
$534K -$40.2K -385 -7%
STAS
2702
Strong Tower Advisory Services
Minnesota
$534K +$12.8K +123 +2%
IA
2703
Insight Advisors
Pennsylvania
$531K -$940 -9 -0.2%
OFW
2704
Omnia Family Wealth
Florida
$529K -$1.05K -10 -0.2%
WA1
2705
Wimmer Associates 1
California
$528K -$15.7K -125 -3%
ACM
2706
AUA Capital Management
Pennsylvania
$527K -$158K -1,510 -23%
JC
2707
JBF Capital
Colorado
$523K – – –
GITFIT
2708
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$523K +$157K +1,500 +43%
WCM
2709
Wedge Capital Management
North Carolina
$522K +$14.7K +141 +3%
FPGK
2710
Financial Partners Group (Kansas)
Kansas
$520K -$467K -4,468 -47%
RCM
2711
Requisite Capital Management
Texas
$520K +$44.8K +428 +9%
RPGK
2712
Retirement Planning Group (Kansas)
Kansas
$519K +$323K +3,089 +164%
BIMC
2713
Benson Investment Management Company
Virginia
$517K – – –
SL
2714
Salomon & Ludwin
Virginia
$517K +$214K +2,049 +71%
SAA
2715
Southeast Asset Advisors
Georgia
$514K -$32.4K -310 -6%
LF
2716
Lee Financial
Texas
$512K +$65K +623 +15%
SWP
2717
Summit Wealth Partners
Florida
$511K – – –
GDP
2718
Great Diamond Partners
Maine
$511K -$87.2K -835 -15%
HA
2719
Hofer & Associates
California
$510K +$189K +1,805 +59%
NEWAS
2720
N.E.W. Advisory Services
Wisconsin
$509K -$574K -5,490 -53%
AFG
2721
Arkansas Financial Group
Arkansas
$509K -$3.56K -34 -0.7%
EWA
2722
ERTS Wealth Advisors
Michigan
$509K +$20.8K +199 +4%
RWM
2723
Reston Wealth Management
Virginia
$504K -$24.3K -233 -5%
FI
2724
Financial Insights
Washington
$504K +$504K +4,819 New
BRG
2725
Bay Rivers Group
Virginia
$502K – – –
107 108
109
110 111