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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 %
KFP
676
KMG Fiduciary Partners
Ohio
$12.6M +$280K +2,682 +2%
API
677
Advisor Partners II
California
$12.6M +$12.6M +120,816 New
FPCM
678
Financial Partners Capital Management
New York
$12.6M +$3.87K +37 +0%
Holocene Advisors
679
Holocene Advisors
New York
$12.6M -$46.4M -443,699 -79%
BCV
680
Banque Cantonale Vaudoise
Switzerland
$12.5M -$954K -9,134 -7%
PFS
681
Prospera Financial Services
Texas
$12.5M +$698K +6,675 +6%
B
682
Bailard
California
$12.4M -$441K -4,222 -3%
SCA
683
Stillwater Capital Advisors
Pennsylvania
$12.4M -$710K -6,791 -5%
WS
684
Wedbush Securities
California
$12.3M +$1.65M +15,805 +15%
IIM
685
Intact Investment Management
Quebec, Canada
$12.3M +$3.61M +34,500 +42%
CCM
686
Cinctive Capital Management
New York
$12.3M +$12.3M +117,239 New
TPCW
687
TD Private Client Wealth
New York
$12.2M +$2.63M +25,139 +27%
CWM
688
Cabot Wealth Management
Massachusetts
$12.2M -$652K -6,239 -5%
NW
689
NewEdge Wealth
Pennsylvania
$12.1M +$53.6K +513 +0.4%
USAA
690
United Services Automobile Association
Texas
$12.1M +$468K +4,474 +4%
WB
691
Webster Bank
Connecticut
$11.9M +$13.3K +127 +0.1%
TA
692
TruWealth Advisors
Louisiana
$11.9M +$731K +6,994 +7%
DMC
693
Drexel Morgan & Co
Pennsylvania
$11.8M +$10.5K +100 +0.1%
WSTAM
694
Wilbanks Smith & Thomas Asset Management
Virginia
$11.8M +$596K +5,705 +5%
MWM
695
Meridian Wealth Management
Kentucky
$11.7M +$148K +1,419 +1%
UAS
696
United Asset Strategies
New York
$11.7M -$267K -2,553 -2%
PWP
697
Perfromance Wealth Partners
Illinois
$11.7M -$556K -5,319 -5%
JPMIA
698
J.P. Marvel Investment Advisors
Massachusetts
$11.7M -$9.93K -95 -0.1%
MIA
699
MainStreet Investment Advisors
Illinois
$11.6M +$731 +7 +0%
AF
700
Ally Financial
Michigan
$11.6M – – –
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