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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 %
ACA
2776
Affinity Capital Advisors
California
$453K +$835 +8 +0.2%
CCA
2777
Cottonwood Capital Advisors
Utah
$452K -$209 -2 -0%
RIS
2778
Retirement Income Solutions
Michigan
$451K – – –
SFM
2779
Spartan Fund Management
Canada
$451K – – –
ONST
2780
Old North State Trust
North Carolina
$451K +$451K +4,311 +107,775%
QFA
2781
Quantum Financial Advisors
California
$450K – – –
WAM
2782
Weinberger Asset Management
California
$450K – – –
HAM
2783
Hedges Asset Management
Nevada
$449K – – –
SIM
2784
Sadoff Investment Management
Wisconsin
$447K -$13.5K -129 -3%
SDAM
2785
Shulman DeMeo Asset Management
New York
$447K -$1.25K -12 -0.3%
NVIM
2786
New Vernon Investment Management
Illinois
$444K – – –
PWS
2787
Private Wealth Strategies
Ohio
$444K +$21K +201 +5%
LWP
2788
Lumature Wealth Partners
Georgia
$443K +$29.4K +282 +7%
ABLA
2789
Alan B. Lancz & Associates
Ohio
$442K – – –
UWPG
2790
Ullmann Wealth Partners Group
Florida
$442K +$16K +153 +4%
SFG
2791
Sunburst Financial Group
Alabama
$438K +$12.4K +119 +3%
EIA
2792
Eldridge Investment Advisors
New Hampshire
$437K -$2.72K -26 -0.6%
CGH
2793
CMG Global Holdings
Texas
$437K -$1.57K -15 -0.4%
TFA
2794
Tranquilli Financial Advisor
New Jersey
$434K +$66.7K +638 +18%
LGA
2795
Lebenthal Global Advisors
New York
$433K -$150K -1,440 -26%
MJRIC
2796
Mogy Joel R Investment Counsel
California
$433K – – –
SNBOSD
2797
Security National Bank of So Dak
Iowa
$432K -$6.17K -59 -1%
BRA
2798
Bender Robert & Associates
California
$432K – – –
WAM
2799
WNY Asset Management
New York
$432K +$5.42K +52 +1%
RHBC
2800
R.H. Bluestein & Co
Michigan
$431K -$78.5K -750 -15%
110 111
112
113 114