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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 %
DAM
2951
Deltec Asset Management
New York
$337K +$104K +1,000 +45%
PHIC
2952
Pine Haven Investment Counsel
Massachusetts
$336K – – –
HA
2953
HC Advisors
Georgia
$336K +$1.47K +14 +0.4%
CL
2954
COWA LLC
Oklahoma
$335K -$6.99K -67 -2%
AMCA
2955
Arthur M. Cohen & Associates
Illinois
$335K +$80.4K +769 +32%
SIC
2956
SJS Investment Consulting
Ohio
$335K +$335K +3,208 New
TCMP
2957
Thrive Capital Management (Pennsylvania)
Pennsylvania
$335K +$335K +3,209 New
WCWM
2958
Willow Creek Wealth Management
California
$333K +$65.5K +627 +25%
GWM
2959
Gitterman Wealth Management
New Jersey
$332K +$14.4K +138 +5%
IWA
2960
Inspirion Wealth Advisors
Illinois
$330K +$19.3K +185 +6%
MAM
2961
Morse Asset Management
Connecticut
$329K -$41.1K -394 -11%
MWP
2962
Meridian Wealth Partners
Pennsylvania
$328K +$9.41K +90 +3%
EW
2963
Enzi Wealth
Texas
$328K +$328K +2,427 New
EWP
2964
Engrave Wealth Partners
Texas
$326K -$17.9K -171 -5%
LFG
2965
Lockerman Financial Group
California
$326K +$60.7K +581 +23%
JLBC
2966
J.L. Bainbridge & Co
Florida
$325K +$3.24K +31 +1%
SAS
2967
Sanford Advisory Services
Michigan
$324K -$65.3K -625 -17%
RP
2968
Riverwater Partners
Wisconsin
$324K +$627 +6 +0.2%
LWMG
2969
Levy Wealth Management Group
Pennsylvania
$324K +$22.7K +217 +8%
OWA
2970
Opal Wealth Advisors
New York
$324K +$36K +345 +13%
MFGM
2971
Marshall Financial Group (Maryland)
Maryland
$323K -$13.1K -125 -4%
WAOI
2972
Wealth Advisors of Iowa
Iowa
$322K -$536K -5,130 -62%
ICA
2973
Infrastructure Capital Advisors
New York
$322K +$322K +3,083 New
CCMW
2974
Cypress Capital Management (Wyoming)
Wyoming
$321K – – –
CW
2975
Cook Wealth
North Carolina
$321K – – –
117 118
119
120 121