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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 %
TIM
2901
Total Investment Management
Arizona
$359K -$18.3K -175 -5%
MPAM
2902
Murphy Pohlad Asset Management
Minnesota
$359K – – –
AWM
2903
Aevitas Wealth Management
Massachusetts
$359K +$42.9K +411 +14%
CFAM
2904
Center For Asset Management
Florida
$359K +$359K +3,433 New
IFO
2905
Independent Family Office
New York
$358K -$44.5K -425 -11%
CI
2906
Cavalier Investments
Georgia
$357K -$29.7K -284 -8%
IAG
2907
Investment Advisory Group
Massachusetts
$357K – – –
NICM
2908
Neo Ivy Capital Management
New York
$357K +$357K +3,421 New
ZF
2909
Zhang Financial
Michigan
$356K -$144K -1,381 -29%
LRIA
2910
Leonard Rickey Investment Advisors
Washington
$355K -$17.3K -166 -5%
CSWM
2911
Cassady Schiller Wealth Management
Ohio
$355K -$4.8K -46 -1%
ADMI
2912
Albert D. Mason Inc
Massachusetts
$355K – – –
MAG
2913
Mayfair Advisory Group
Alabama
$355K +$324 +3 +0.1%
APP
2914
Alpha Paradigm Partners
Illinois
$355K +$355K +3,401 New
HHAM
2915
HITE Hedge Asset Management
Massachusetts
$354K – – –
UL
2916
Unionview LLC
Washington
$354K +$12.2K +117 +4%
HS
2917
Horan Securities
United States
$353K +$33.5K +321 +10%
C
2918
CEDRUS
Colorado
$353K +$19.4K +186 +6%
CCB
2919
Cutter & Co Brokerage
Missouri
$351K -$53.3K -510 -13%
FA
2920
Forefront Analytics
Pennsylvania
$351K +$3.03K +29 +0.9%
WCG
2921
Weaver Consulting Group
California
$350K +$2.72K +26 +0.8%
BDA
2922
Borer Denton & Associates
Pennsylvania
$350K +$350K +3,346 New
HAS
2923
Holland Advisory Services
Florida
$347K -$34.9K -334 -9%
CP
2924
Capital Planning
Washington
$347K – – –
VIM
2925
VELA Investment Management
Ohio
$346K +$158K +1,514 +84%
115 116
117
118 119