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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 %
TFO
3426
Tarbox Family Office
California
– -$580K -5,147 Closed
S
3427
Schroders
United Kingdom
– -$517K -4,595 Closed
ESCM
3428
Echo Street Capital Management
New York
– -$507K -4,498 Closed
FMI
3429
F/M Investments
District of Columbia
– -$651K -4,188 Closed
AC
3430
Annandale Capital
Texas
– -$459K -4,080 Closed
MC
3431
Machina Capital
France
– -$454K -4,035 Closed
NWA
3432
Navis Wealth Advisors
New York
– -$444K -3,944 Closed
AFT
3433
Alpha Family Trust
California
– -$420K -3,730 Closed
PCMF
3434
Private Capital Management (Florida)
Florida
– -$405K -3,593 Closed
MSU
3435
Mizuho Securities USA
New York
– -$404K -3,584 Closed
PTC
3436
Provident Trust Company
Wisconsin
– -$364K -3,232 Closed
BWM
3437
BCS Wealth Management
Tennessee
– -$353K -3,137 Closed
MCM
3438
Monument Capital Management
Virginia
– -$333K -2,956 Closed
KW
3439
KWB Wealth
California
– -$332K -2,949 Closed
CCC
3440
Chelsea Counsel Company
California
– -$330K -2,931 Closed
OQS
3441
Occudo Quantitative Strategies
Florida
– -$329K -2,921 Closed
SWM
3442
Sendero Wealth Management
Texas
– -$329K -2,921 Closed
AIA
3443
Angeles Investment Advisors
California
– -$321K -2,850 Closed
DU
3444
Delphia (USA)
Ontario, Canada
– -$304K -2,699 Closed
GM
3445
GeoWealth Management
Illinois
– -$285K -2,528 Closed
JCM
3446
J2 Capital Management
Michigan
– -$280K -2,488 Closed
FA
3447
Fermata Advisors
California
– -$271K -2,405 Closed
WCF
3448
West Coast Financial
California
– -$261K -2,319 Closed
JSC
3449
Jackson Square Capital
California
– -$248K -2,200 Closed
CFC
3450
Coyle Financial Counsel
Illinois
– -$245K -2,176 Closed
136 137
138
139 140