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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
3301
Tanaka Capital Management
New York
$41K – – –
CMA
3302
Cedar Mountain Advisors
Oregon
$41K +$105 +1 +0.3%
MIM
3303
Meridiem Investment Management
United Kingdom
$40K – – –
WIM
3304
Westside Investment Management
California
$39.6K +$11.9K +1,322 +43%
ACK
3305
Andrew C. Karlinski
$39K -$4.65K -44 -11%
BRA
3306
Biechele Royce Advisors
Indiana
$38K -$10.4K -100 -22%
SCA
3307
Sander Capital Advisors
Washington
$37K +$37K +350 New
PWP
3308
Principle Wealth Partners
Connecticut
$36.7K +$993 +9,501 +3%
NMG
3309
New Millennium Group
Utah
$36K – – –
CDIA
3310
Capital Directions Investment Advisors
Georgia
$34K -$59K -522 Closed
HWM
3311
Horizons Wealth Management
North Carolina
$33K – – –
AWMS
3312
Advocacy Wealth Management Services
Georgia
$32K – – –
GIS
3313
Grayhawk Investment Strategies
Alberta, Canada
$32K – – –
PP
3314
Paloma Partners
Connecticut
$31K -$6.52M -63,126 -100%
PI
3315
PFS Investments
Georgia
$30.4K +$3.32K +31,796 +12%
BSWA
3316
Bromfield Sneider Wealth Advisors
Massachusetts
$30K – – –
GIA
3317
Goodwin Investment Advisory
Georgia
$29K +$29K +278 New
TVWM
3318
Tower View Wealth Management
Wisconsin
$28K -$6.72K -65 -19%
DTIM
3319
Danda Trouve Investment Management
Kansas
$27K +$208 +2 +0.8%
SWM
3320
Stapp Wealth Management
Washington
$27K +$27K +260 New
LWP
3321
Laurel Wealth Planning
Minnesota
$26K -$2.37K -23 -8%
PCH
3322
Polar Capital Holdings
United Kingdom
$24.1K +$1.51K +14,486 +7%
DCM
3323
Disciplina Capital Management
Tennessee
$22.8K +$1.99K +19 +10%
ICM
3324
Islay Capital Management
Texas
$22K -$70.9K -686 -76%
LFASL
3325
Lugano Financial Advisors SA (LFA)
Switzerland
$22K – – –
131 132
133
134 135