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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 %
CIA
526
Capital Investment Advisors
Georgia
$20.2M +$1.27M +12,149 +7%
ACA
527
Anchor Capital Advisors
Massachusetts
$20.2M -$1.22M -11,648 -6%
LCS
528
Levin Capital Strategies
New York
$20.2M -$1.51M -14,494 -7%
JCM
529
Janney Capital Management
Pennsylvania
$19.9M +$473K +4,526 +2%
OA
530
Oak Associates
Ohio
$19.6M -$267K -2,557 -1%
LSERS
531
Louisiana State Employees Retirement System
Louisiana
$19.6M +$178K +1,700 +0.9%
NLGIA
532
Nippon Life Global Investors Americas
New York
$19.6M -$4.24M -40,610 -18%
KHCM
533
Kettle Hill Capital Management
New York
$19.6M +$3.65M +34,975 +23%
AWS
534
Atria Wealth Solutions
New York
$19.4M -$78K -746 -0.4%
NMIFOAC
535
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$19.3M – – –
SAM
536
Silvercrest Asset Management
New York
$19.3M -$129K -1,235 -0.7%
PCM
537
Palisade Capital Management
New Jersey
$19.1M +$754K +7,215 +4%
CDH
538
Charles D. Hyman
$19.1M +$73.7K +705 +0.4%
WBG
539
Wharton Business Group
Pennsylvania
$19.1M +$162K +1,546 +0.9%
WAM
540
Wilsey Asset Management
California
$19M +$816K +7,807 +4%
RT
541
Rockland Trust
Massachusetts
$19M +$1.07M +10,280 +6%
SSB
542
Sandy Spring Bank
Maryland
$18.9M -$193K -1,847 -1%
IAA
543
Independent Advisor Alliance
North Carolina
$18.8M +$263K +2,517 +1%
PWAG
544
Polaris Wealth Advisory Group
California
$18.7M -$13.2M -125,620 -41%
MIM
545
Marco Investment Management
Georgia
$18.7M -$32.5K -311 -0.2%
KHLMVGHM
546
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.7M – – –
CTC
547
Central Trust Company
Missouri
$18.6M -$370K -3,544 -2%
TBA
548
Tower Bridge Advisors
Pennsylvania
$18.6M +$173K +1,660 +0.9%
AAIM
549
American Assets Investment Management
California
$18.6M – – –
FSA
550
Franklin Street Advisors
North Carolina
$18.6M +$1.64M +15,649 +10%
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