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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 %
SC
3276
Schubert & Co
Texas
$81K +$2.73K +26 +3%
WFA
3277
West Financial Advisors
Iowa
$78K – – –
FA
3278
Financial Avengers
California
$74K -$1.15K -11 -2%
GWM
3279
Guardian Wealth Management
Illinois
$72K +$210 +2 +0.3%
CMBA
3280
C.M. Bidwell & Associates
Hawaii
$71K -$132K -1,258 -65%
MFA
3281
McClarren Financial Advisors
Pennsylvania
$66K +$66K +635 New
LS
3282
Leelyn Smith
Illinois
$63K -$72.6K -690 -54%
HL
3283
Harding Loevner
New Jersey
$62K – – –
MFT
3284
Moisand Fitzgerald Tamayo
Florida
$62K +$20.9K +201 +51%
TCWA
3285
Ten Capital Wealth Advisors
Washington
$61K +$11.8K +113 +24%
MCA
3286
Maryland Capital Advisors
Maryland
$60K – – –
MWA
3287
Miller Wealth Advisors
Colorado
$60K – – –
VFIC
3288
Valley Forge Investment Consultants
Pennsylvania
$59K – – –
AIC
3289
Ayalon Insurance Company
Israel
$59K – – –
HCM
3290
Horrell Capital Management
Arkansas
$57K -$68.3K -655 -54%
EC
3291
Estate Counselors
Wisconsin
$57K – – –
PWS
3292
Paragon Wealth Strategies
Florida
$56K -$171K -1,635 -75%
EA
3293
Evolution Advisers
Virginia
$55K – – –
DWA
3294
Delos Wealth Advisors
Texas
$53K +$10.4K +99 +24%
BA
3295
Bellwether Advisors
Nebraska
$51K +$27.7K +268 +119%
WWP
3296
WR Wealth Planners
Missouri
$48.9K +$3.14K +30 +7%
SCA
3297
Stuart Chaussee & Associates
California
$48K – – –
APW
3298
Acima Private Wealth
Virginia
$48K – – –
UIA
3299
Ulland Investment Advisors
Minnesota
$47K -$75.5K -723 -62%
APC
3300
Aspire Private Capital
North Carolina
$43K -$420K -4,011 -91%
130 131
132
133 134