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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 %
HKAM
3076
Horizon Kinetics Asset Management
New York
$267K -$17K -162 -6%
LFM
3077
LGT Fund Management
Liechtenstein
$266K -$10.5M -100,279 -98%
TFGT
3078
TS Financial Group (TSFG)
Illinois
$266K +$209 +2 +0.1%
AMR
3079
Asset Management Resources
Massachusetts
$266K +$57K +545 +27%
LIM
3080
Lathrop Investment Management
Arkansas
$265K – – –
APW
3081
Axim Planning & Wealth
Ohio
$265K +$25.5K +244 +11%
MC
3082
Manteio Capital
New Jersey
$265K +$265K +2,538 New
AGA
3083
Arkos Global Advisors
Texas
$263K -$42.8K -410 -14%
SFG
3084
Snider Financial Group
Washington
$263K -$24.4K -216 -8%
IF
3085
Integrity Financial
Wyoming
$263K -$313 -3 -0.1%
VCP
3086
Vista Capital Partners
Oregon
$262K -$59.5K -570 -19%
VCWA
3087
Vanguard Capital Wealth Advisors
Colorado
$262K -$19.7K -189 -7%
ACM
3088
Alethea Capital Management
Washington
$261K -$62.6K -600 -19%
PC
3089
Permit Capital
Pennsylvania
$261K – – –
WP
3090
Wealthspan Partners
Iowa
$261K +$5.02K +48 +2%
HCP
3091
Holt Capital Partners
Texas
$260K – – –
B
3092
Bridgeworth
Alabama
$260K +$10.5K +100 +4%
HFM
3093
Hartford Funds Management
Pennsylvania
$260K +$73.9K +709 +40%
AR
3094
Apeiron RIA
Texas
$260K +$260K +2,547 New
RA
3095
Riversedge Advisors
Delaware
$259K -$143K -1,369 -36%
CWG
3096
Crown Wealth Group
North Carolina
$257K +$41.1K +393 +19%
DA
3097
Detalus Advisors
Missouri
$257K +$62.6K +600 +32%
CCA
3098
Covey Capital Advisors
Georgia
$256K – – –
MAP
3099
Milestone Advisory Partners
North Carolina
$256K – – –
AL
3100
Arnhold LLC
New York
$256K +$2.09K +20 +0.8%
122 123
124
125 126