JPM icon

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 %
PCM
3051
Pennsylvania Capital Management
Pennsylvania
$277K – – –
GGI
3052
Godsey & Gibb Inc
Virginia
$277K +$277K +2,655 New
JCM
3053
Jag Capital Management
Missouri
$276K -$3.77K -36 -1%
AIA
3054
AIMZ Investment Advisors
California
$276K – – –
AWM
3055
Altus Wealth Management
Kentucky
$276K +$1.04K +10 +0.4%
HAFS
3056
Hapanowicz & Associates Financial Services
Pennsylvania
$276K +$81.8K +784 +42%
VAG
3057
VisionPoint Advisory Group
Texas
$276K +$88.2K +843 +47%
TIA
3058
Tandem Investment Advisors
South Carolina
$275K -$7.85K -75 -3%
IVP
3059
Intrinsic Value Partners
Arizona
$275K – – –
IP
3060
Isthmus Partners
Wisconsin
$275K +$29.9K +287 +12%
W
3061
WealthOne
New York
$274K +$15.2K +145 +6%
SAG
3062
Spotlight Asset Group
Illinois
$273K +$273K +2,237 New
TCM
3063
Teza Capital Management
Illinois
$272K -$494K -4,730 -65%
KCM
3064
Kathmere Capital Management
Pennsylvania
$272K -$129K -1,238 -32%
NC
3065
NBW Capital
Massachusetts
$272K +$272K +2,603 New
KIA
3066
Kraematon Investment Advisors
Massachusetts
$271K +$2.2K +21 +0.8%
PPWM
3067
PFG Private Wealth Management
Florida
$271K +$19K +182 +8%
UCB
3068
United Community Bank
South Carolina
$271K +$15.2K +145 +6%
AIA
3069
Arbor Investment Advisors
North Carolina
$270K -$209K -2,000 -44%
POIA
3070
Pin Oak Investment Advisors
Texas
$270K – – –
PWM
3071
PRW Wealth Management
Massachusetts
$270K +$41.8K +400 +18%
MAM
3072
Marotta Asset Management
Virginia
$268K – – –
HGWM
3073
Horst & Graben Wealth Management
Oregon
$268K +$2.19K +21 +0.8%
PCMK
3074
Paragon Capital Management (Kansas)
Kansas
$268K +$11.5K +110 +4%
LDFR
3075
Lehman & Derafelo Financial Resources
Pennsylvania
$267K -$146K -1,400 -35%
121 122
123
124 125