JPM icon

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 %
HCMG
501
Howard Capital Management Group
California
$21.9M +$52.3K +500 +0.2%
LG
502
LaFleur & Godfrey
Michigan
$21.8M -$867K -8,294 -4%
NIM
503
Northeast Investment Management
Massachusetts
$21.8M -$435K -4,165 -2%
CTA
504
Chesley Taft & Associates
Illinois
$21.7M -$77.2K -739 -0.4%
SSWM
505
Smith Salley Wealth Management
North Carolina
$21.7M -$120K -1,144 -0.5%
BPCE
506
Bank Pictet & Cie (Europe)
Germany
$21.6M – – –
LI
507
LMCG Investments
Massachusetts
$21.5M +$151K +1,448 +0.7%
AWM
508
Absher Wealth Management
North Carolina
$21.5M +$2.15M +20,569 +11%
BCI
509
Brinker Capital Investments
Pennsylvania
$21.5M +$986K +9,437 +5%
IC
510
IEQ Capital
California
$21.3M +$3.39M +32,439 +19%
EGA
511
Eagle Global Advisors
Texas
$21.2M -$304K -2,913 -1%
WI
512
Wafra Inc
New York
$21.1M +$46.4K +444 +0.2%
HW
513
Hancock Whitney
Mississippi
$21.1M -$851K -8,139 -4%
FBA
514
Front Barnett Associates
Illinois
$21M +$66.7K +638 +0.3%
PAMP
515
Polar Asset Management Partners
Ontario, Canada
$21M +$21M +200,700 New
ECM
516
Estabrook Capital Management
New York
$21M -$212K -2,029 -1%
CTI
517
Community Trust & Investment
Kentucky
$20.8M +$248K +2,372 +1%
Cetera Investment Advisers
518
Cetera Investment Advisers
Illinois
$20.7M -$8.03M -76,879 -28%
CCMIC
519
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$20.6M +$12.5K +120 +0.1%
SRC
520
Shufro Rose & Co
New York
$20.6M -$263K -2,516 -1%
TNB
521
Thomasville National Bank
Georgia
$20.5M +$524K +5,011 +3%
WMSA
522
Weiss Multi-Strategy Advisers
New York
$20.5M +$20.5M +196,149 New
GW
523
GW & Wade
Massachusetts
$20.4M +$412K +3,938 +2%
CA
524
Cullinan Associates
Kentucky
$20.4M +$1.21M +11,562 +6%
BSA
525
Braun Stacey Associates
New York
$20.3M -$1.38M -13,238 -6%
19 20
21
22 23