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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 %
NIC
2876
Northwest Investment Counselors
Oregon
$374K -$4.6K -44 -1%
PIA
2877
Powell Investment Advisors
Florida
$374K +$23.5K +225 +7%
FCM
2878
Firestone Capital Management
Florida
$372K – – –
DCBT
2879
Dakota Community Bank & Trust
North Dakota
$372K +$372K +3,557 New
BC
2880
BIT Capital
Germany
$371K +$371K +3,552 New
DCM
2881
Dimension Capital Management
Florida
$371K – – –
TFF
2882
The Family Firm
Maryland
$370K +$2.4K +23 +0.7%
EWA
2883
Evolution Wealth Advisors
Florida
$370K +$75.6K +724 +26%
HFS
2884
Howard Financial Services
Texas
$369K +$209 +2 +0.1%
M1FG
2885
Mach-1 Financial Group
Arkansas
$368K +$9.38K +90 +3%
Financial Engines Advisors
2886
Financial Engines Advisors
California
$368K +$45.4K +435 +14%
HPCM
2887
Hunter Perkins Capital Management
Illinois
$368K +$368K +3,525 New
IIA
2888
IPG Investment Advisors
California
$367K -$676K -6,473 -65%
OFS
2889
Oldfather Financial Services
Nebraska
$367K -$1.78K -17 -0.5%
MS
2890
Mizuho Securities
Japan
$366K +$345K +3,299 +1,650%
KBFS
2891
Kohmann Bosshard Financial Services
Ohio
$365K – – –
MWM
2892
MinichMacGregor Wealth Management
New York
$364K +$835 +8 +0.2%
TA
2893
TrueWealth Advisors
Alabama
$364K +$7.41K +71 +2%
KAM
2894
KEB Asset Management
Illinois
$364K +$8.88K +85 +3%
LODC
2895
Lanham O'Dell & Company
West Virginia
$364K +$167K +1,599 +85%
JJBC
2896
James J. Burns & Company
New York
$364K +$364K +3,479 New
HC
2897
Hamilton Capital
Ohio
$363K -$167K -1,600 -32%
IAG
2898
Investmark Advisory Group
Connecticut
$362K +$41.8K +401 +13%
TPW
2899
Tiller Private Wealth
Pennsylvania
$361K +$941 +9 +0.3%
SWIM
2900
Smallwood Wealth Investment Management
New Jersey
$361K +$63.5K +607 +21%
114 115
116
117 118