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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 %
KWS
2726
Keystone Wealth Services
California
$501K +$52.6K +503 +12%
ISWM
2727
Independent Solutions Wealth Management
New York
$499K +$68.1K +652 +16%
CWA
2728
CJM Wealth Advisers
Virginia
$496K -$2.3K -22 -0.5%
VCM
2729
Virtue Capital Management
Tennessee
$495K -$19.8K -189 -4%
GG
2730
GenWealth Group
New Jersey
$494K – – –
JF
2731
Joule Financial
Kentucky
$493K +$68.6K +656 +16%
MTIM
2732
Marathon Trading Investment Management
Pennsylvania
$492K +$240K +2,294 +95%
SEP
2733
Southland Equity Partners
Missouri
$489K -$13.2K -126 -3%
LI
2734
LVZ Inc
Michigan
$488K -$941 -9 -0.2%
DAM
2735
Diamant Asset Management
Connecticut
$488K +$1.05K +10 +0.2%
RPCONE
2736
Retirement Planning Company of New England
Rhode Island
$487K +$37K +354 +8%
HWA
2737
HHM Wealth Advisors
Tennessee
$486K -$87.1K -834 -15%
ARC
2738
Advisor Resource Council
Texas
$484K -$1.75M -16,702 -78%
PAM
2739
Premier Asset Management
Illinois
$484K +$8.04K +77 +2%
NRI
2740
NFP Retirement Inc
California
$482K +$6.48K +62 +1%
SAS
2741
Stelac Advisory Services
New York
$482K – – –
AWM
2742
Avondale Wealth Management
Texas
$481K -$28.8K -275 -6%
HI
2743
Harper Investing
California
$481K +$28.1K +278 +6%
Cohen & Steers
2744
Cohen & Steers
New York
$480K – – –
RHDIC
2745
R.H. Dinel Investment Counsel
California
$480K – – –
KC
2746
Kenfarb & Co
Kentucky
$480K – – –
EAM
2747
Eukles Asset Management
Ohio
$480K +$54.4K +521 +13%
LWM
2748
Liberty Wealth Management
California
$479K +$72.6K +695 +18%
GFPC
2749
Global Financial Private Client
Florida
$478K -$215 -2 -0%
TWM
2750
TriaGen Wealth Management
California
$477K -$25.1K -240 -5%
108 109
110
111 112