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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
+$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
3
Citadel Advisors
Citadel Advisors
Florida
+$530M
4
Marshall Wace
Marshall Wace
United Kingdom
+$321M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Franklin Resources
Franklin Resources
California
-$833M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$796M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$642M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
451
Tocqueville Asset Management
New York
$25.2M +$5.8M +55,509 +30%
Lido Advisors
452
Lido Advisors
California
$25.2M +$3.97M +38,013 +19%
CGH
453
Crossmark Global Holdings
Texas
$25.2M +$1.43M +13,711 +6%
JAFL
454
Jay A. Fishman Ltd
Michigan
$25.2M -$191K -1,825 -0.8%
MME
455
Meag Munich Ergo
Germany
$25.1M -$5.16M -49,389 -17%
NAM
456
NorthCrest Asset Manangement
Minnesota
$25M +$903K +8,646 +4%
NP
457
NS Partners
United Kingdom
$24.9M +$729K +6,975 +3%
AIMCA
458
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.8M -$7.81M -74,732 -24%
MCM
459
Maple Capital Management
Vermont
$24.8M +$626K +4,673 +3%
CAG
460
Crestwood Advisors Group
Massachusetts
$24.7M -$142K -1,363 -0.6%
HIMC
461
Heritage Investors Management Corp
Maryland
$24.7M +$415K +3,972 +2%
LMIM
462
Lockheed Martin Investment Management
Maryland
$24.6M +$9.92M +94,900 +67%
HSA
463
HBK Sorce Advisory
Pennsylvania
$24.5M +$13.3M +127,052 +118%
BPWM
464
Badgley Phelps Wealth Managers
Washington
$24.4M +$346K +3,315 +1%
GGS
465
Galvin Gaustad & Stein
Arizona
$24.1M +$2.03M +19,402 +9%
CS
466
Central Securities
New York
$24M – – –
KRS
467
Kentucky Retirement Systems
Kentucky
$24M +$1.21M +11,572 +5%
ONB
468
Old National Bancorp
Indiana
$23.9M +$663K +6,345 +3%
BAAM
469
Baker Avenue Asset Management
California
$23.9M +$6.01M +57,507 +34%
VVP
470
Venture Visionary Partners
Ohio
$23.8M +$810K +7,747 +4%
Wealthfront Advisers
471
Wealthfront Advisers
California
$23.8M +$1.26M +12,055 +6%
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$23.7M +$579K +5,539 +3%
CA
473
Cetera Advisors
Colorado
$23.7M +$3.14M +30,038 +15%
KFC
474
Klingenstein Fields & Co
New York
$23.7M +$1.13M +10,849 +5%
PWP
475
Private Wealth Partners
California
$23.7M -$280K -2,683 -1%
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