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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 %
SCA
626
Stonebridge Capital Advisors
Minnesota
$14.7M +$752K +7,192 +5%
EH
627
Equitable Holdings
New York
$14.6M +$1.35M +12,949 +10%
BG
628
Bollard Group
Massachusetts
$14.6M +$44.2K +423 +0.3%
AIM
629
Achmea Investment Management
Netherlands
$14.6M -$5.02M -48,038 -26%
NCM
630
Narwhal Capital Management
Georgia
$14.5M -$257K -2,462 -2%
MC
631
Moors & Cabot
Massachusetts
$14.4M +$716K +6,852 +5%
NRS
632
Neville Rodie & Shaw
New York
$14.4M -$1.13M -10,796 -7%
FG
633
Fiduciary Group
Georgia
$14.3M +$323K +2,388 +2%
RC
634
RBO & Co
California
$14.3M +$519K +4,968 +4%
CIM
635
Courant Investment Management
Tennessee
$14.3M – – –
OPCM
636
Osborne Partners Capital Management
California
$14.2M +$70.7K +677 +0.5%
BOTW
637
Bank of the West
California
$14.2M +$459K +4,388 +3%
WIC
638
Willis Investment Counsel
Georgia
$14.1M -$1.99M -19,000 -12%
HFS
639
Hantz Financial Services
Michigan
$14M +$399K +3,820 +3%
FMLI
640
Fukoku Mutual Life Insurance
Japan
$14M – – –
AFG
641
Albion Financial Group
Utah
$13.8M +$148K +1,421 +1%
CA
642
Callahan Advisors
Texas
$13.8M +$120K +1,152 +0.9%
CAM
643
Cresset Asset Management
Illinois
$13.8M -$853K -8,166 -6%
NCM
644
Noesis Capital Mangement
Florida
$13.8M -$47.4K -454 -0.3%
WIM
645
Waverton Investment Management
United Kingdom
$13.8M +$2.28M +21,832 +20%
HLCM
646
Hi-Line Capital Management
South Dakota
$13.7M -$296K -2,831 -2%
CWM
647
Curi Wealth Management
North Carolina
$13.7M +$1.74M +16,605 +15%
BCM
648
Bourgeon Capital Management
Connecticut
$13.6M +$463K +4,435 +4%
FLII
649
First Long Island Investors
New York
$13.6M -$163K -1,559 -1%
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$13.5M +$2.92M +27,937 +28%
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