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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 %
SSC
3226
Syverson Strege & Co
Iowa
$159K +$105 +1 +0.1%
ACM
3227
Antonetti Capital Management
Florida
$157K – – –
RBC
3228
Roble Belko & Company
Pennsylvania
$157K – – –
TA
3229
Teramo Advisors
Florida
$157K – – –
PP
3230
PFS Partners
New Jersey
$157K +$52.4K +501 +50%
EI
3231
Ellevest Inc
New York
$155K -$25K -239 -14%
HC
3232
Hoese & Co
Minnesota
$155K – – –
DWMG
3233
DB Wealth Management Group
California
$150K +$105 +1 +0.1%
HF
3234
Halpern Financial
Virginia
$149K -$6.17K -59 -4%
LPP
3235
Life Planning Partners
Florida
$149K – – –
KFP
3236
KB Financial Partners
New Jersey
$148K +$25.8K +246 +21%
AA
3237
AlphaMark Advisors
Kentucky
$147K -$12K -115 -8%
VCM
3238
Versant Capital Management
Arizona
$147K +$9.17K +88 +7%
CPA
3239
Cowen Prime Advisors
New York
$146K – – –
WAM
3240
WFA Asset Management
Wisconsin
$141K +$1.25K +12 +0.9%
GA
3241
GoalVest Advisory
New York
$137K -$1.01M -9,678 -88%
MGIM
3242
M&G Investment Management
United Kingdom
$132K +$10.1K +95,972 +8%
HIM
3243
Hillsdale Investment Management
Ontario, Canada
$132K – – –
BCMLT
3244
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K -$3.9K -35 -3%
WPWM
3245
Western Pacific Wealth Management
Illinois
$129K +$77.7K +744 +151%
MAM
3246
Marquette Asset Management
Minnesota
$128K -$35.1K -335 -22%
WA
3247
WestEnd Advisors
North Carolina
$126K -$32.6M -311,571 -100%
WAM
3248
Worth Asset Management
Texas
$126K -$4.17K -40 -3%
CMP
3249
Coston McIsaac & Partners
Maine
$126K +$416 +4 +0.3%
OBWP
3250
O'Brien Wealth Partners
Massachusetts
$123K -$3.03K -29 -2%
128 129
130
131 132