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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 %
AG
2926
Algert Global
California
$346K +$346K +3,308 New
IGGA
2927
Iron Gate Global Advisors
Utah
$345K -$29.6K -281 -8%
PCM
2928
Piedmont Capital Management
Montana
$345K +$25.4K +241 +8%
WA
2929
Wealthstream Advisors
New York
$345K +$92.3K +884 +37%
MWPCG
2930
Measured Wealth Private Client Group
New Hampshire
$344K -$129K -1,229 -27%
KA
2931
Keene & Associates
Texas
$344K -$18.8K -180 -5%
SOW
2932
State of Wyoming
Wyoming
$344K +$35.4K +339 +11%
RC
2933
Rovin Capital
Arizona
$343K +$40.2K +385 +13%
KOC
2934
Koss-Olinger Consulting
Florida
$342K +$22.8K +218 +7%
MWA
2935
Motive Wealth Advisors
Michigan
$342K +$118K +1,129 +53%
BAM
2936
Bosun Asset Management
Illinois
$341K -$223K -2,133 -40%
MWM
2937
Mascoma Wealth Management
New Hampshire
$341K -$12.2K -117 -3%
VFP
2938
Verus Financial Partners
Virginia
$341K +$33.3K +280 +11%
PTC
2939
Petrus Trust Company
Texas
$341K +$109K +1,044 +47%
CWMGP
2940
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$340K -$93.8K -897 -22%
PI
2941
Parkside Investments
Illinois
$340K +$1.46K +14 +0.4%
AP
2942
Adero Partners
California
$340K +$28K +229 +9%
TWP
2943
Tower Wealth Partners
Pennsylvania
$339K +$14.3K +114 +4%
SHFP
2944
Second Half Financial Partners
Florida
$339K +$33.5K +321 +11%
SFS
2945
Solitude Financial Services
Virginia
$338K – – –
SCM
2946
Stonehearth Capital Management
Massachusetts
$338K +$18.6K +178 +6%
GAM
2947
Gemmer Asset Management
California
$338K +$31K +297 +10%
MPCL
2948
My Personal CFO LLC
Washington
$337K -$2.7M -2,342 -89%
WFM
2949
Wolff Financial Management
Michigan
$337K – – –
CAGAS
2950
Capital Advisory Group Advisory Services
Minnesota
$337K +$3.65K +35 +1%
116 117
118
119 120