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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 %
IIA
3126
ICW Investment Advisors
Arizona
$242K +$104 +1 +0%
ICM
3127
Intrepid Capital Management
Florida
$242K +$104 +1 +0%
HFS
3128
Heritage Financial Services
Massachusetts
$241K -$20K -192 -8%
NCMW
3129
Northern Capital Management (Washington)
Washington
$241K -$1.05K -10 -0.4%
CFP
3130
Curran Financial Partners
South Carolina
$240K -$11K -105 -4%
SWG
3131
Summit Wealth Group
Vermont
$240K -$2.72K -26 -1%
FWM
3132
Forefront Wealth Management
Pennsylvania
$240K +$209 +2 +0.1%
SSW
3133
Smith Shellnut Wilson
Mississippi
$238K – – –
RJTCONH
3134
Raymond James Trust Company of New Hampshire
New Hampshire
$238K +$19.7K +188 +9%
CNWM
3135
Clay Northam Wealth Management
California
$236K – – –
WFA
3136
WMG Financial Advisors
Tennessee
$235K -$8.93K -85 -4%
SAM
3137
SP Asset Management
California
$235K +$941 +9 +0.4%
BFS
3138
Baskin Financial Services
Ontario, Canada
$234K -$25.7M -245,799 -99%
TDC
3139
Thompson Davis & Co
Virginia
$234K -$62.7K -600 -21%
BBPWM
3140
Blue Bell Private Wealth Management
Pennsylvania
$234K – – –
GCL
3141
Gouws Capital LLC
North Carolina
$233K – – –
WFA
3142
Websterrogers Financial Advisors
South Carolina
$233K +$9.29K +89 +4%
LWP
3143
Legacy Wealth Planning
Nevada
$232K -$319K -3,052 -58%
RI
3144
Ridgewood Investments
New Jersey
$232K +$26K +249 +13%
KFS
3145
Kurt F. Somerville
$231K – – –
AWM
3146
Act Wealth Management
Texas
$230K -$44.1K -422 -16%
PFG
3147
Pinnacle Financial Group
Illinois
$230K -$10.7K -102 -4%
PS
3148
Planned Solutions
California
$230K – – –
BBW
3149
Blue Barn Wealth
Utah
$230K +$43.4K +415 +23%
PG
3150
Prostatis Group
Maryland
$230K +$19K +182 +9%
124 125
126
127 128