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 %
AP
551
Appleton Partners
Massachusetts
$18.4M -$205K -1,966 -1%
DDPIC
552
Deroy & Devereaux Private Investment Counsel
Michigan
$18.4M -$28.8K -276 -0.2%
KIA
553
KCM Investment Advisors
California
$18.3M +$109K +1,040 +0.6%
BCM
554
BTR Capital Management
California
$18.3M -$51.3K -491 -0.3%
DWM
555
Doyle Wealth Management
Florida
$18.3M +$220K +2,109 +1%
Group One Trading
556
Group One Trading
Illinois
$18.2M -$13.9M -132,556 -43%
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$18.1M +$1.05M +10,072 +6%
CWM
558
Congress Wealth Management
Massachusetts
$18M +$729K +6,980 +4%
ICP
559
Ironvine Capital Partners
Nebraska
$18M +$2.33M +22,254 +15%
MLICM
560
Metropolitan Life Insurance Company (MetLife)
New York
$17.9M -$243K -2,321 -1%
RC
561
Randolph Company
Ohio
$17.9M +$2.51K +24 +0%
NFC
562
Northeast Financial Consultants
Connecticut
$17.9M -$151K -1,441 -0.8%
TCOV
563
Trust Company of Vermont
Vermont
$17.9M +$1.25M +11,987 +8%
FPCG
564
Fort Pitt Capital Group
Pennsylvania
$17.8M +$1.92M +18,373 +12%
BONST
565
Bank of Nova Scotia Trust
Ontario, Canada
$17.7M +$173K +1,656 +1%
BCP
566
Blue Chip Partners
Michigan
$17.7M +$685K +6,551 +4%
V
567
Veritable
Delaware
$17.7M -$952K -9,110 -5%
FFIC
568
First Fiduciary Investment Counsel
Ohio
$17.7M +$674K +6,449 +4%
KWILP
569
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.7M – – –
EAM
570
Erste Asset Management
Austria
$17.6M -$2.61M -24,618 -13%
PI
571
PEAK6 Investments
Illinois
$17.6M -$30.8M -294,648 -64%
MLL
572
Moody Lynn & Lieberson
Massachusetts
$17.5M -$3.59M -34,322 -17%
AT
573
Arvest Trust
Oklahoma
$17.5M +$500K +4,789 +3%
EIP
574
Easterly Investment Partners
Massachusetts
$17.5M +$1.87M +17,902 +12%
SDJVC
575
St. Denis J. Villere & Co
Louisiana
$17.4M +$7.32K +70 +0%
21 22
23
24 25