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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 %
HCM
3476
Howard Capital Management
Georgia
– -$204K -1,809 Closed
KPWG
3477
KFA Private Wealth Group
Virginia
– -$203K -1,803 Closed
FZCM
3478
Flynn Zito Capital Management
New York
– -$203K -1,803 Closed
PSC
3479
Prentiss Smith & Co
Vermont
– -$202K -1,798 Closed
AL
3480
ADE LLC
Maryland
– -$201K -1,781 Closed
CM
3481
Caption Management
Oklahoma
– -$196K -1,738 Closed
BFG
3482
Baron Financial Group
New Jersey
– -$195K -1,735 Closed
TAIM
3483
Te Ahumairangi Investment Management
New Zealand
– -$180K -1,600 Closed
GKIM
3484
GW&K Investment Management
Massachusetts
– -$168K -1,493 Closed
BMD
3485
Better Money Decisions
New Mexico
– -$167K -1,484 Closed
NIM
3486
NuWave Investment Management
New Jersey
– -$136K -1,205 Closed
JPLA
3487
Joseph P. Lucia & Associates
New York
– -$102K -907 Closed
RIM
3488
Rockbridge Investment Management
New York
– -$93.5K -830 Closed
WOSD
3489
WFA of San Diego
California
– -$77K -687 Closed
MS
3490
Marshall & Sullivan
Washington
– -$63K -567 Closed
AIL
3491
AGF Investments LLC
Ontario, Canada
– -$54K -480 Closed
T2I
3492
Turim 21 Investimentos
Brazil
– -$26K -234 Closed
SC
3493
Siena Capital
Ohio
– -$23K -200 Closed
BI
3494
Bramshill Investments
Florida
– -$7K -60 Closed
MIM
3495
Macroview Investment Management
Maryland
– -$3K -27 Closed
DCM
3496
Davidson Capital Management
Texas
– -$2K -18 Closed
136 137 138 139
140