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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 %
SAM
2826
S.A. Mason
Michigan
$417K – – –
PCMC
2827
Private Capital Management (Colorado)
Colorado
$414K +$65.8K +630 +19%
SA
2828
Shilanski & Associates
Alaska
$414K +$414K +3,962 New
BAS
2829
Brown Advisory Securities
Maryland
$413K -$499K -4,762 -55%
HI
2830
Harrington Investments
California
$413K – – –
PCMC
2831
Paragon Capital Management (Colorado)
Colorado
$410K -$52.3K -500 -11%
TSS
2832
Thomas Story & Son
Indiana
$410K – – –
KWM
2833
Kaydan Wealth Management
Michigan
$409K -$152K -1,453 -27%
FAG
2834
Financial Advisory Group
Texas
$409K +$1.25K +12 +0.3%
NA
2835
Nottingham Advisors
New York
$409K +$29K +277 +8%
MF
2836
Meridian Financial
Massachusetts
$408K +$9.41K +90 +2%
PCM
2837
Prelude Capital Management
New York
$408K -$769K -7,353 -65%
PCC
2838
Park Circle Company
Maryland
$408K – – –
HI
2839
Hoey Investments
Pennsylvania
$406K +$199K +1,908 +97%
SCM
2840
Shapiro Capital Management
Georgia
$405K -$104K -1,000 -20%
MWM
2841
Merriman Wealth Management
Washington
$405K +$22.9K +219 +6%
FNC
2842
First National Corp
Massachusetts
$403K +$14.6K +140 +4%
ETIA
2843
Epic Trust Investment Advisors
Washington
$403K +$66.9K +640 +20%
KL
2844
KilterHowling LLC
Colorado
$403K +$941 +9 +0.2%
FCT
2845
First Community Trust
Iowa
$402K -$2.09K -20 -0.5%
WW
2846
Westshore Wealth
California
$402K +$3.97K +38 +1%
WIM
2847
Warwick Investment Management
Texas
$402K +$402K +3,849 New
MPW
2848
Monterey Private Wealth
California
$401K -$58.1K -547 -13%
ASFA
2849
All Season Financial Advisors
Colorado
$401K +$401K +3,833 New
UC
2850
Unio Capital
New Jersey
$400K – – –
112 113
114
115 116