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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 %
MCM
3001
Magnolia Capital Management
New York
$306K – – –
AC
3002
Avenir Corporation
Virginia
$306K – – –
NPPM
3003
North Point Portfolio Managers
Ohio
$305K -$10.4K -100 -3%
SAM
3004
Sequent Asset Management
Texas
$305K +$2.2K +21 +0.7%
ACM
3005
Aljian Capital Management
Nevada
$304K – – –
CAM
3006
Claret Asset Management
Quebec, Canada
$304K +$15.9K +152 +6%
PGWM
3007
Pitti Group Wealth Management
New York
$304K +$28.6K +274 +10%
1W
3008
1776 Wealth
Georgia
$303K +$314 +3 +0.1%
BA
3009
Bridge Advisory
California
$302K -$3.55K -34 -1%
RF
3010
Robbins Farley
New Hampshire
$302K +$1.15K +11 +0.4%
TA
3011
Trellis Advisors
Washington
$302K +$8.24K +79 +3%
B
3012
Barings
North Carolina
$300K -$1.42M -13,571 -83%
AWA
3013
AmeriServ Wealth Advisors
Pennsylvania
$300K -$2.72K -26 -0.9%
CWM
3014
Cranbrook Wealth Management
Michigan
$300K – – –
BWA
3015
BlueSky Wealth Advisors
North Carolina
$299K +$299K +2,866 New
CRIG
3016
Charter Research & Investment Group
Connecticut
$297K -$21.2K -203 -7%
FRM
3017
Fox Run Management
Connecticut
$296K -$393K -3,767 -57%
JC
3018
Jacobs & Co
California
$296K +$64.6K +620 +28%
LA
3019
Lifeworks Advisors
Michigan
$295K -$372K -2,952 -56%
AA
3020
Advisory Alpha
Michigan
$294K -$137K -1,314 -32%
SL
3021
Summitry LLC
California
$294K +$294K +2,810 New
SG
3022
Strid Group
Pennsylvania
$293K – – –
TS
3023
Tamar Securities
California
$293K +$314 +3 +0.1%
SFWC
3024
Strategic Family Wealth Counselors
New Jersey
$293K +$12.5K +120 +4%
DWM
3025
Darwin Wealth Management
Florida
$292K -$39.9K -344 -12%
119 120
121
122 123