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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 %
CL
2801
CIM LLC
New York
$431K +$31.4K +245 +8%
PCFFS
2802
Pacific Center for Financial Services
California
$430K -$836 -8 -0.2%
CIA
2803
Cascade Investment Advisors
Oregon
$430K – – –
NG
2804
Northstar Group
New York
$430K +$7.33K +70 +2%
DWP
2805
Destiny Wealth Partners
Florida
$429K -$7.32K -70 -2%
SRSA
2806
S.R. Schill & Associates
Washington
$429K +$189K +1,814 +79%
CP
2807
Covenant Partners
Tennessee
$429K +$429K +4,107 New
SWM
2808
Silverlake Wealth Management
Vermont
$428K -$2.09K -20 -0.5%
HFW
2809
Horizon Family Wealth
Illinois
$427K -$1.57K -15 -0.4%
OAM
2810
Oberweis Asset Management
Illinois
$427K +$314 +3 +0.1%
DI
2811
Diligent Investors
California
$427K +$39K +373 +10%
LFA
2812
Laraway Financial Advisors
Minnesota
$426K – – –
MTCM
2813
Mint Tower Capital Management
Netherlands
$426K +$426K +4,075 New
FRA
2814
Frank Rimerman Advisors
California
$426K – – –
AWA
2815
Aaron Wealth Advisors
Illinois
$425K -$45.7K -438 -10%
SPWG
2816
Sage Private Wealth Group
Illinois
$425K -$38K -364 -8%
GA
2817
Geller Advisors
New York
$423K -$52.3K -501 -11%
SPI
2818
Santori & Peters Inc
Pennsylvania
$423K +$1.67K +16 +0.4%
RGC
2819
Roberts, Glore & Co
Illinois
$423K +$18.3K +175 +5%
PFM
2820
Premier Fund Managers
United Kingdom
$422K -$4.06M -38,229 -91%
FA
2821
Financial Advisors
Massachusetts
$422K – – –
SFG
2822
Sovereign Financial Group
Connecticut
$421K -$4.8K -46 -1%
MCM
2823
Marathon Capital Management
Maryland
$419K +$314 +3 +0.1%
SFG
2824
SNS Financial Group
Minnesota
$419K +$1.78K +17 +0.4%
SLG
2825
Stanley-Laman Group
Pennsylvania
$418K -$2.2K -21 -0.5%
111 112
113
114 115