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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 %
SBWIC
3101
Schaper Benz & Wise Investment Counsel
Wisconsin
$254K -$17.7K -170 -7%
WA
3102
Wealth Advisors
California
$254K – – –
AWS
3103
Arkfeld Wealth Strategies
Nebraska
$254K +$254K +2,283 New
MIAS
3104
Mason Investment Advisory Services
Virginia
$254K +$1.05K +10 +0.4%
EA
3105
Ellsworth Advisors
Ohio
$252K -$60.6K -581 -19%
PFA
3106
Pure Financial Advisors
California
$252K +$627 +6 +0.2%
TWM
3107
Trevian Wealth Management
Massachusetts
$252K +$11.7K +112 +5%
KC
3108
Kinloch Capital
Virginia
$252K +$41.9K +400 +20%
LC
3109
Lavaca Capital
Texas
$251K -$1.02M -8,804 -80%
GAMC
3110
Garner Asset Management Corp
Texas
$251K -$76.2K -729 -23%
EWA
3111
Encompass Wealth Advisors
Oregon
$250K +$18.3K +175 +8%
WF
3112
Whelan Financial
California
$249K +$249K +2,385 New
BFS
3113
Bickling Financial Services
Massachusetts
$248K +$1.99K +19 +0.8%
SNBOSCI
3114
Security National Bank of Sioux City Iowa
Iowa
$248K +$25.2K +241 +11%
MECA
3115
Miller Equity Capital Advisors
Texas
$248K +$248K +2,377 New
WFO
3116
Wealthgate Family Office
Colorado
$247K – – –
SF
3117
Symphony Financial
Texas
$246K -$24.7K -233 -9%
MA
3118
MKT Advisors
California
$246K -$20.7K -198 -8%
WQ
3119
Wealth Quarterback
New Jersey
$245K +$7.22K +69 +3%
TC
3120
Truvestments Capital
Florida
$244K -$8.87K -85 -4%
DP
3121
Denver PWM
Colorado
$244K +$3.44K +32 +1%
ML
3122
Mayport LLC
Massachusetts
$243K -$36.6K -350 -13%
CA
3123
Claris Advisors
Missouri
$242K -$22.4K -214 -8%
CC
3124
Capital Counsel
New York
$242K -$10.5K -100 -4%
TC
3125
Tacita Capital
Ontario, Canada
$242K – – –
123 124
125
126 127