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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
1
Capital International Investors
California
$4.2B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.21B
3
Citadel Advisors
3
Citadel Advisors
Florida
$573M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$387M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.5B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.86B
2
Franklin Resources
2
Franklin Resources
California
$1.23B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.35B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.99B
5
Bank of America
5
Bank of America
North Carolina
$5.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
3351
Cornerstone Management
Georgia
$7.32K -$8.78K -84 -55%
ST
3352
Sageworth Trust
Pennsylvania
$7K – – –
HH
3353
HWG Holdings
Texas
$7K +$7K +63 New
MUMSS
3354
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K – – –
FGAM
3355
Financial Gravity Asset Management
Texas
$5.17K -$878 -410 -15%
BIM
3356
Baldwin Investment Management
Pennsylvania
$5.16K -$104 -991 -2%
BHWM
3357
Bay Harbor Wealth Management
Maryland
$5K -$49.5K -515 -91%
YAL
3358
Your Advocates Ltd
Texas
$5K – – –
UFF
3359
USA Financial Formulas
Michigan
$4K +$2.98K +32 +291%
ARS
3360
Adirondack Retirement Specialists
New York
$4K +$4K +37 New
MBFW
3361
Morton Brown Family Wealth
Pennsylvania
$3K -$2.44K -26 -45%
CWM
3362
Cedar Wealth Management
California
$3K -$3K -24 -50%
KIG
3363
Kessler Investment Group
Indiana
$3K – – –
NDSI
3364
Newman Dignan & Sheerar Inc
Rhode Island
$2.59K +$48 +461 +2%
JSAM
3365
J. Safra Asset Management
New York
$2K -$162 -19 -7%
ACM
3366
Absolute Capital Management
Pennsylvania
$1.91K +$1.91K +18 New
IHWM
3367
Iron Horse Wealth Management
Iowa
$1K -$70K -350 -99%
TWP
3368
TFO Wealth Partners
Ohio
$1K -$9.67K -87 -91%
IA
3369
IFS Advisors
Kansas
$1K – – –
EWM
3370
Executive Wealth Management
Michigan
$876 -$8.91K -8,907 -91%
BSSFA
3371
Baron Silver Stevens Financial Advisors
Florida
$850 -$288 -1,078 -25%
FHC
3372
First Heartland Consultants
Missouri
$513 -$6 -55 -1%
JMF
3373
Johnson Midwest Financial
Iowa
$13 – +1 +0.8%
WT
3374
Wellcome Trust
United Kingdom
– -$278M -2,470,000 Closed
BA
3375
Bridgewater Associates
Connecticut
– -$79.6M -707,092 Closed
133 134
135
136 137