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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 %
FSC
3026
Full Sail Capital
Oklahoma
$292K -$6.88K -66 -2%
MMHP
3027
Murphy Middleton Hinkle & Parker
Georgia
$291K – – –
CWM
3028
CarsonAllaria Wealth Management
Illinois
$290K +$99.7K +955 +52%
OCG
3029
Opus Capital Group
Ohio
$289K -$258K -2,465 -47%
ACM
3030
Advance Capital Management
Michigan
$289K +$21.4K +205 +8%
CHA
3031
Cooper/Haims Advisors
New York
$288K -$10.2K -98 -3%
BFAG
3032
Blackston Financial Advisory Group
Florida
$288K +$288K +2,290 New
AP
3033
Arlington Partners
Alabama
$287K -$193K -1,850 -40%
ASC
3034
Atalanta Sosnoff Capital
New York
$287K -$51.3K -490 -15%
AW
3035
Avion Wealth
Texas
$287K -$2.62K -25 -0.9%
BDFN
3036
Bond & Devick Financial Network
Minnesota
$287K – – –
FA
3037
Fountainhead AM
New Jersey
$287K +$1.67K +16 +0.6%
SCFS
3038
S.C. Financial Services
Arizona
$287K +$45K +431 +19%
WI
3039
Wedgewood Investors
Pennsylvania
$286K – – –
DA
3040
Drake & Associates
Wisconsin
$286K +$53.9K +516 +23%
RC
3041
Reik & Co
New York
$284K – – –
MWM
3042
Madison Wealth Management
Ohio
$283K +$6.89K +66 +2%
BWG
3043
Beta Wealth Group
California
$282K +$282K +2,700 New
ETH
3044
Exos TFP Holdings
New York
$280K +$280K +2,679 New
CF
3045
Corrigan Financial
Rhode Island
$279K +$209 +2 +0.1%
FWP
3046
Firethorn Wealth Partners
Georgia
$279K -$17K -163 -6%
DSAM
3047
Dock Street Asset Management
Florida
$279K – – –
SLA
3048
Silver Lake Advisory
Utah
$279K +$2.41K +23 +0.9%
JGIA
3049
Jackson Grant Investment Advisers
Connecticut
$278K +$18.1K +173 +7%
STB
3050
S&T Bank
Pennsylvania
$277K -$259K -2,480 -48%
120 121
122
123 124