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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 %
OMC
576
Overbrook Management Corp
New York
$17.4M +$5.53M +52,915 +47%
PP
577
Prudential plc
United Kingdom
$17.4M +$1.13M +10,831 +7%
HR
578
Howe & Rusling
New York
$17.3M +$207K +1,984 +1%
LBC
579
Lowe Brockenbrough & Co
Virginia
$17.1M -$158K -1,508 -0.9%
CAM
580
Carret Asset Management
New York
$17.1M -$41.9K -401 -0.2%
SC
581
SouthState Corp
Florida
$17M +$352K +3,364 +2%
PHK
582
Point72 Hong Kong
Hong Kong
$17M +$15.5M +148,282 +1,044%
SFA
583
Sequoia Financial Advisors
Ohio
$16.9M +$1.04M +9,914 +7%
VV
584
Verity & Verity
South Carolina
$16.9M +$490K +4,686 +3%
Acadian Asset Management
585
Acadian Asset Management
Massachusetts
$16.9M +$1.58M +15,138 +10%
RIL
586
Rothschild Investment LLC
Illinois
$16.8M -$347K -3,317 -2%
PFO
587
Pathstone Family Office
New Jersey
$16.7M +$13.2M +124,244 +379%
AWCI
588
Alpine Woods Capital Investors
New York
$16.5M -$58.2K -557 -0.4%
AHB
589
Abner Herrman & Brock
New Jersey
$16.5M +$211K +2,023 +1%
VW
590
Vantage Wealth
California
$16.5M +$979K +9,367 +6%
USCWA
591
U.S. Capital Wealth Advisors
Texas
$16.5M +$972K +9,306 +6%
KPWS
592
Kestra Private Wealth Services
Texas
$16.5M +$2.91M +27,838 +21%
OSAM
593
O'Shaughnessy Asset Management
Connecticut
$16.5M +$1.26M +12,052 +8%
MC
594
Miramar Capital
Illinois
$16.4M +$956K +7,372 +6%
ECM
595
Evergreen Capital Management
Washington
$16.3M +$2.23M +21,303 +16%
VPIM
596
Vanguard Personalized Indexing Management
California
$16.1M +$2.98M +28,528 +23%
ACA
597
Aptus Capital Advisors
Alabama
$16.1M +$1.63M +15,607 +11%
JAM
598
Jupiter Asset Management
United Kingdom
$16M +$749K +7,169 +5%
CFG
599
Citizens Financial Group
Rhode Island
$15.9M +$207K +1,985 +1%
IA
600
Integrity Advisory
Kansas
$15.9M +$5.32M +50,937 +50%
22 23
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