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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 %
PDM
2976
Penn Davis McFarland
Texas
$320K – – –
I2I
2977
Insight 2811 Inc
Illinois
$320K +$63.2K +604 +25%
RPG
2978
Resource Planning Group
Georgia
$319K – – –
CAWM
2979
Capital Advisors Wealth Management
Washington
$318K -$13.4K -128 -4%
WIA
2980
World Investment Advisors
California
$318K -$7.1K -68 -2%
WCM
2981
Washburn Capital Management
Florida
$317K -$7.52K -72 -2%
SICM
2982
Sustainable Insight Capital Management
New York
$316K -$38K -364 -11%
CCM
2983
Crabel Capital Management
California
$316K +$316K +3,027 New
HCA
2984
Heck Capital Advisors
Wisconsin
$315K +$5.33K +51 +2%
PP
2985
Patron Partners
Texas
$315K -$11.2K -107 -3%
HWM
2986
Howard Wealth Management
Connecticut
$315K +$315K +3,022 New
RF
2987
Resolute Financial
Massachusetts
$314K -$20.9K -200 -6%
DOA
2988
D'Orazio & Associates
Virginia
$314K +$97.5K +933 +45%
PFO
2989
PMC FIG Opportunities
Israel
$314K -$732K -7,000 -70%
OKSA
2990
O'Keefe Stevens Advisory
New York
$313K -$15.2K -145 -5%
IIM
2991
InTrack Investment Management
Vermont
$313K -$11.4K -109 -4%
RIA
2992
Richwood Investment Advisors
Ohio
$313K – – –
TA
2993
Tectonic Advisors
Texas
$313K +$71.6K +684 +30%
AG
2994
Advocate Group
Minnesota
$313K +$90.3K +865 +41%
FWM
2995
FSA Wealth Management
Massachusetts
$313K +$313K +2,991 New
ACA
2996
Ackerman Capital Advisors
Texas
$312K – – –
SDH
2997
Sloy Dahl & Holst
Washington
$311K – – –
LSA
2998
Lansing Street Advisors
Pennsylvania
$308K +$48.1K +461 +19%
CM
2999
Columbus Macro
Pennsylvania
$307K +$5.95K +57 +2%
IAP
3000
Indie Asset Partners
Indiana
$306K -$27.2K -260 -8%
118 119
120
121 122