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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 %
SC
3451
Sepio Capital
Utah
– -$237K -2,101 Closed
ACP
3452
Arcus Capital Partners
Georgia
– -$236K -2,096 Closed
APS
3453
American Planning Services
Florida
– -$234K -2,085 Closed
CAG
3454
Curtis Advisory Group
California
– -$228K -2,029 Closed
XS
3455
XR Securities
Illinois
– -$228K -2,025 Closed
JTWM
3456
Jackson Thornton Wealth Management
Alabama
– -$226K -2,005 Closed
MLFP
3457
MPS Loria Financial Planners
Illinois
– -$223K -1,982 Closed
WFA
3458
Wellspring Financial Advisors
Ohio
– -$221K -1,966 Closed
BA
3459
Bluesphere Advisors
Pennsylvania
– -$220K -1,950 Closed
ECAM
3460
East Coast Asset Management
Massachusetts
– -$215K -1,911 Closed
SWP
3461
ShoreHaven Wealth Partners
New Jersey
– -$215K -1,911 Closed
SIM
3462
Sterling Investment Management
Arizona
– -$215K -1,906 Closed
SSCA
3463
South Shore Capital Advisors
Massachusetts
– -$214K -1,904 Closed
DFA
3464
DHJJ Financial Advisors
Illinois
– -$214K -1,898 Closed
CWM
3465
CCG Wealth Management
California
– -$214K -1,898 Closed
NWA
3466
New World Advisors
Massachusetts
– -$211K -1,889 Closed
JSA
3467
Jacobson & Schmitt Advisors
Wisconsin
– -$213K -1,889 Closed
RWMH
3468
Riverpoint Wealth Management Holdings
Illinois
– -$211K -1,876 Closed
DC
3469
Defender Capital
North Carolina
– -$208K -1,849 Closed
LFP
3470
Leeward Financial Partners
Washington
– -$208K -1,847 Closed
HWM
3471
HFR Wealth Management
New York
– -$208K -1,845 Closed
CIM
3472
Confluence Investment Management
Missouri
– -$206K -1,833 Closed
PW
3473
Peninsula Wealth
California
– -$206K -1,827 Closed
SAM
3474
Shikiar Asset Management
New York
– -$205K -1,820 Closed
AAM
3475
Ameraudi Asset Management
New York
– -$204K -1,816 Closed
136 137 138
139
140