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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 %
PCTC
3201
Perkins Coie Trust Company
Washington
$206K -$9.53K -91 -4%
VW
3202
Vance Wealth
California
$206K +$206K +1,969 New
ZIMP
3203
Zimmermann Investment Management & Planning
Pennsylvania
$204K -$516K -4,933 -72%
SAF
3204
Smith Anglin Financial
Texas
$204K +$17.2K +165 +9%
CWM
3205
ClientFirst Wealth Management
Arkansas
$203K +$203K +1,504 New
CWA
3206
Clarus Wealth Advisors
Arizona
$203K +$203K +1,938 New
AWM
3207
Adams Wealth Management
Utah
$202K -$3.98K -38 -2%
HWA
3208
Hilltop Wealth Advisors
North Carolina
$202K – – –
CCP
3209
Carmel Capital Partners
California
$202K +$202K +1,931 New
AWP
3210
Abacus Wealth Partners
California
$202K +$15.6K +149 +8%
VBFG
3211
Vishria Bird Financial Group
Tennessee
$201K – – –
CCM
3212
Cribstone Capital Management
Maine
$197K -$8.06K -77 -4%
AFS
3213
Annapolis Financial Services
Maryland
$196K +$22.3K +213 +13%
MW
3214
Milestone Wealth
New York
$195K – – –
BIP
3215
Blueprint Investment Partners
North Carolina
$195K +$195K +1,862 New
RFP
3216
Roth Financial Partners
Texas
$193K – – –
EIP
3217
Ellis Investment Partners
Pennsylvania
$187K +$1.36K +13 +0.7%
TAM
3218
Tucker Asset Management
Colorado
$187K +$45.4K +361 +32%
MSFP
3219
Mark Sheptoff Financial Planning
Connecticut
$182K -$122K -1,169 -40%
LD
3220
Lipe & Dalton
New York
$181K – – –
CYG
3221
Clean Yield Group
Vermont
$179K – – –
SFO
3222
Standard Family Office
South Dakota
$175K – – –
MFA
3223
Morling Financial Advisors
California
$172K – – –
TFA
3224
Toth Financial Advisory
Virginia
$169K +$21.7K +207 +15%
BHWM
3225
Beaird Harris Wealth Management
Texas
$162K -$4.7K -45 -3%
127 128
129
130 131