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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 %
TCM
3251
TD Capital Management
Tennessee
$123K +$123K +1,173 New
TCCM
3252
Timber Creek Capital Management
Massachusetts
$120K – – –
EC
3253
EdgeRock Capital
Colorado
$115K +$115K +1,105 New
TF
3254
TimeScale Financial
Massachusetts
$114K +$4.51K +43 +4%
IWP
3255
IAG Wealth Partners
Wisconsin
$114K +$21.4K +205 +23%
KFS
3256
Kelly Financial Services
Massachusetts
$113K +$627 +6 +0.6%
TIM
3257
Tevis Investment Management
Texas
$113K +$16.2K +155 +17%
TCM
3258
Tradewinds Capital Management
Washington
$112K +$1.05K +10 +0.9%
OA
3259
Operose Advisors
Wisconsin
$108K – – –
NOI
3260
Newton One Investments
Delaware
$106K – – –
LFA
3261
Legend Financial Advisors
Pennsylvania
$105K +$105K +1,003 New
PP
3262
PrairieView Partners
Minnesota
$104K -$41.6K -400 -29%
FA
3263
Financial Advantage
Maryland
$104K – – –
CWA
3264
Core Wealth Advisors
Florida
$101K +$625 +6 +0.6%
OAJ
3265
Ogorek Anthony Joseph
New York
$100K – – –
RDIA
3266
RE Dickinson Investment Advisors
Iowa
$100K +$35.8K +342 +56%
AWM
3267
Abound Wealth Management
Tennessee
$98.9K +$12.1K +116 +14%
BAM
3268
Baldrige Asset Management
Pennsylvania
$95K – – –
FEG
3269
Financial Enhancement Group
Indiana
$94K – – –
RAM
3270
Riggs Asset Management
Pennsylvania
$94K +$6.68K +64 +8%
HFS
3271
HBC Financial Services
Washington
$94K +$69K +653 +276%
JWM
3272
Janiczek Wealth Management
Colorado
$90K -$24.1K -230 -21%
HWMA
3273
Heritage Wealth Management (Arizona)
Arizona
$89K -$757K -7,242 -89%
PO
3274
Private Ocean
California
$86K -$33.5K -321 -28%
BIA
3275
Bell Investment Advisors
California
$83K -$20.8K -200 -20%
129 130
131
132 133