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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 %
FAN
3151
Financial Advisors Network
California
$229K -$628 -6 -0.3%
CI
3152
Carroll Investors
South Carolina
$229K +$229K +2,158 New
FA
3153
Fiducient Advisors
Illinois
$228K -$56.5K -540 -20%
HNWA
3154
Henrickson Nauta Wealth Advisors
Michigan
$228K – – –
BWP
3155
Bernardo Wealth Planning
Pennsylvania
$227K -$52.5K -430 -19%
AFG
3156
Affinia Financial Group
Massachusetts
$227K -$4.97K -48 -2%
C
3157
Covestor
United Kingdom
$227K +$19.2K +184 +9%
HFRG
3158
Houlihan Financial Resource Group
Virginia
$227K +$227K +1,772 New
CWM
3159
Campbell Wealth Management
Virginia
$226K -$7.96K -76 -3%
IDA
3160
Intelligence Driven Advisers
California
$226K +$226K +2,091 New
BWCS
3161
Beirne Wealth Consulting Services
Connecticut
$225K -$5.53K -53 -2%
LFA
3162
Level Financial Advisors
New York
$225K – – –
WAM
3163
WealthTrust Asset Management
Florida
$225K +$1.15K +11 +0.5%
NC
3164
NovaPoint Capital
Georgia
$224K – – –
RA
3165
Rise Advisors
New York
$224K +$1.15K +11 +0.5%
LFS
3166
Legacy Financial Strategies
Kansas
$222K -$23.9K -229 -10%
T
3167
TNF
Montana
$222K -$12.2K -116 -5%
SFC
3168
SYM Financial Corp
Indiana
$222K -$522 -5 -0.2%
GB
3169
Goepper Burkhardt
South Carolina
$222K – – –
CSIA
3170
Charles Schwab Investment Advisory
California
$222K +$20.1K +193 +10%
AFIA
3171
America First Investment Advisors
Nebraska
$219K – – –
CFG
3172
Compton Financial Group
Maryland
$219K – – –
FC
3173
FCA Corp
Texas
$219K – – –
TWM
3174
Triton Wealth Management
Arizona
$218K – – –
GCM
3175
G2 Capital Management
Ohio
$218K – – –
125 126
127
128 129