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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 %
KCM
651
Kanawha Capital Management
Virginia
$13.5M -$3.55K -34 -0%
FAB
652
First American Bank
Illinois
$13.4M -$109K -1,041 -0.8%
SW
653
SteelPeak Wealth
California
$13.4M +$297K +2,838 +2%
LW
654
Linscomb Wealth
Texas
$13.4M +$152K +1,457 +1%
RAM
655
Rempart Asset Management
Canada
$13.3M +$545K +5,212 +4%
JMFC
656
J.M. Forbes & Co
Massachusetts
$13.3M +$150K +1,436 +1%
NNPTE
657
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$13.2M +$158K +1,516 +1%
SCA
658
Snowden Capital Advisors
New York
$13.2M +$2.78M +26,634 +27%
RC
659
RegentAtlantic Capital
New Jersey
$13.2M +$139K +1,332 +1%
Point72 Asset Management
660
Point72 Asset Management
Connecticut
$13.1M +$13.1M +125,770 New
ADEF
661
Adams Diversified Equity Fund
Maryland
$13M – – –
M
662
MOTCO
Texas
$13M +$70.5K +675 +0.5%
AIMC
663
Alley Investment Management Company
Illinois
$13M +$104K +991 +0.8%
VFA
664
Valeo Financial Advisors
Indiana
$13M +$518K +5,927 +4%
BHIA
665
Birch Hill Investment Advisors
Massachusetts
$13M +$519K +4,963 +4%
GCA
666
Guardian Capital Advisors
Ontario, Canada
$13M +$490K +4,725 +4%
SGK
667
Steigerwald Gordon & Koch
Virginia
$12.9M +$571K +5,460 +5%
CANC
668
Culbertson A N & Co
Virginia
$12.9M -$18.8K -180 -0.1%
BHB
669
Bank Hapoalim BM
Israel
$12.9M +$9.76M +93,418 +313%
AC
670
Allstate Corporation
Illinois
$12.8M -$1.38M -13,227 -10%
HP
671
Hosking Partners
United Kingdom
$12.8M -$788K -7,544 -6%
AUB
672
Atlantic Union Bankshares
Virginia
$12.8M -$530K -5,068 -4%
GVAG
673
Great Valley Advisor Group
Delaware
$12.7M +$271K +2,593 +2%
PI
674
PGGM Investments
Netherlands
$12.7M +$12.7M +121,871 New
CCMD
675
Cypress Capital Management (Delaware)
Delaware
$12.7M -$1.62M -15,518 -11%
25 26
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