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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
$4.2B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.21B
3
Citadel Advisors
Citadel Advisors
Florida
$573M
4
Marshall Wace
Marshall Wace
United Kingdom
$387M
5
Vanguard Group
Vanguard Group
Pennsylvania
$28.5B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
2
Franklin Resources
Franklin Resources
California
$1.23B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.35B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.99B
5
Bank of America
Bank of America
North Carolina
$5.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
3176
Seelaus Asset Management
New Jersey
$216K – – –
MSWMA
3177
Market Street Wealth Management Advisors
Indiana
$216K – – –
CCA
3178
Conestoga Capital Advisors
Pennsylvania
$216K – – –
RHJA
3179
Rice Hall James & Associates
California
$215K – – –
WCM
3180
Wallace Capital Management
Texas
$215K – – –
NF
3181
Norwood Financial
Pennsylvania
$215K +$21.7K +208 +11%
AIM
3182
Arcadia Investment Management
Michigan
$214K +$1.57K +15 +0.7%
SHWM
3183
Smith & Howard Wealth Management
Georgia
$214K +$214K +2,044 New
SIAG
3184
Safeguard Investment Advisory Group
California
$214K +$214K +2,049 New
RWA
3185
Redmont Wealth Advisors
Illinois
$213K -$98.1K -940 -32%
BFWA
3186
Benchmark Financial Wealth Advisors
Florida
$213K -$5.64K -54 -3%
CCP
3187
Cassia Capital Partners
North Carolina
$213K +$5.32K +51 +3%
WBCM
3188
Wilson & Boucher Capital Management
California
$212K -$109K -1,047 -34%
VBWMG
3189
Von Berge Wealth Management Group
California
$212K – – –
EF
3190
Exeter Financial
Arizona
$212K – – –
MA
3191
Mezzasalma Advisors
New Jersey
$211K – – –
FA
3192
Fortis Advisors
Pennsylvania
$209K – – –
KC
3193
Knuff & Co
California
$209K – – –
EC
3194
EJF Capital
Virginia
$209K – – –
CCM
3195
Chickasaw Capital Management
Tennessee
$209K – – –
TWM
3196
Tanager Wealth Management
United Kingdom
$209K – – –
SC
3197
Shay Capital
New York
$209K +$209K +2,000 New
EA
3198
Echo45 Advisors
California
$208K -$64.9K -621 -24%
IA
3199
Inspire Advisors
Idaho
$207K -$28K -268 -12%
VAM
3200
Verity Asset Management
North Carolina
$207K +$207K +1,977 New
126 127
128
129 130