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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 %
ARMC
2751
American Research & Management Company
Massachusetts
$477K -$3.97K -38 -0.8%
SPI
2752
Sutton Place Investors
New York
$476K +$15.4K +147 +3%
MIM
2753
Merrion Investment Management
New Jersey
$474K – – –
DE
2754
Day & Ennis
Georgia
$473K -$8.67K -83 -2%
OFS
2755
OneAscent Financial Services
Alabama
$473K +$8.16K +78 +2%
FFA
2756
Fi3 Financial Advisors
Indiana
$471K +$12.8K +123 +3%
EF
2757
Empowered Funds
Pennsylvania
$470K +$470K +4,495 New
MFGP
2758
Marshall Financial Group (Pennsylvania)
Pennsylvania
$468K +$1.98K +19 +0.4%
CWP
2759
Curated Wealth Partners
California
$465K -$1.78K -17 -0.4%
FG
2760
Foster Group
Iowa
$464K -$200K -1,915 -30%
SWA
2761
Sax Wealth Advisors
New Jersey
$462K -$2.3K -22 -0.5%
OLVIG
2762
Oliver Lagore Vanvalin Investment Group
Michigan
$461K +$209 +2 +0%
CCT
2763
Capital City Trust
Florida
$459K -$10.5K -100 -2%
WF
2764
Wayfinding Financial
Washington
$459K +$41.9K +401 +10%
TSWM
2765
Tyler-Stone Wealth Management
Ohio
$458K -$8.47K -81 -2%
SCA
2766
Sandy Cove Advisors
Massachusetts
$458K +$24.9K +238 +6%
CFLC
2767
California First Leasing Corp
California
$458K +$458K +4,380 New
SIS
2768
Sound Income Strategies
Florida
$457K +$18.8K +180 +4%
SC
2769
Saturna Capital
Washington
$457K +$258K +2,470 +130%
SFP
2770
Sweet Financial Partners
Minnesota
$456K -$368K -3,520 -45%
BMCM
2771
Bryn Mawr Capital Management
Pennsylvania
$454K -$5.02K -48 -1%
PCI
2772
Planning Center Inc
Illinois
$454K +$102 +1 +0%
HIG
2773
Heritage Investment Group
Florida
$453K -$105K -1,006 -19%
IFA
2774
Index Fund Advisors
California
$453K -$33.7K -323 -7%
HWA
2775
Hillcrest Wealth Advisors
New Jersey
$453K – – –
109 110
111
112 113