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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 %
UC
2851
Unio Capital
New Jersey
$400K – – –
YWS
2852
Yarger Wealth Strategies
Ohio
$396K -$24K -230 -6%
FA
2853
Faithward Advisors
Pennsylvania
$395K -$125K -1,198 -24%
RBCM
2854
Raub Brock Capital Management
California
$395K – – –
CC
2855
Codex Capital
New York
$394K – – –
CWM
2856
Cahaba Wealth Management
Georgia
$393K +$14.8K +142 +4%
MCA
2857
Morris Capital Advisors
Pennsylvania
$392K – – –
NED
2858
Nancy E. Dempze
$390K – – –
SWK
2859
Stephen W. Kidder
$390K – – –
CCM
2860
Copeland Capital Management
Pennsylvania
$388K -$1.05M -10,045 -73%
HC
2861
Hourglass Capital
Texas
$388K – – –
SWM
2862
Shelton Wealth Management
Texas
$388K +$418 +4 +0.1%
HG
2863
Harbor Group
New Hampshire
$385K +$105 +1 +0%
HPWM
2864
High Pines Wealth Management
Massachusetts
$385K +$72.1K +690 +23%
DWA
2865
Dougherty Wealth Advisers
Minnesota
$384K – – –
EA
2866
Emerald Advisors
Washington
$384K +$2.09K +20 +0.5%
BC
2867
Bridgefront Capital
Texas
$382K -$45.5K -435 -11%
DW
2868
Domani Wealth
Pennsylvania
$382K -$37.4K -358 -9%
IWA
2869
IVC Wealth Advisors
Pennsylvania
$381K -$1.15K -11 -0.3%
AWM
2870
Atticus Wealth Management
Florida
$380K – – –
HWM
2871
Horizon Wealth Management
Illinois
$378K -$57K -546 -13%
MF
2872
Montis Financial
Massachusetts
$378K +$5.95K +57 +2%
PPW
2873
Pasadena Private Wealth
California
$378K +$27.5K +263 +8%
TF
2874
Trek Financial
Arizona
$378K +$32.5K +311 +9%
CANY
2875
Caxton Associates (New York)
New York
$376K -$345K -3,300 -48%
113 114
115
116 117