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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 %
CAM
701
Congress Asset Management
Massachusetts
$11.6M -$4M -38,322 -26%
AIM
702
Avity Investment Management
Connecticut
$11.6M -$12.4M -119,042 -52%
BWFA
703
Baltimore-Washington Financial Advisors
Maryland
$11.6M -$186K -1,774 -2%
CNC
704
Canandaigua National Corp
New York
$11.5M +$1.3M +12,459 +13%
BRCM
705
Bright Rock Capital Management
Massachusetts
$11.5M +$5.23M +50,000 +83%
TYCC
706
Texas Yale Capital Corp
Florida
$11.5M -$27.3K -261 -0.2%
GIM
707
Grassi Investment Management
California
$11.4M -$20.6K -197 -0.2%
DP
708
Dearborn Partners
Illinois
$11.4M +$118K +1,130 +1%
NMIMC
709
Northwestern Mutual Investment Management Company
Wisconsin
$11.4M -$2.33M -22,279 -17%
TSW
710
Thompson Siegel & Walmsley
Virginia
$11.3M -$236K -2,259 -2%
AHC
711
Adell Harriman & Carpenter
Texas
$11.3M -$77.9K -745 -0.7%
CTA
712
Colonial Trust Advisors
South Carolina
$11.3M +$447K +4,281 +4%
WFMPM
713
Woodley Farra Manion Portfolio Management
Indiana
$11.3M +$77.5K +742 +0.7%
OCAM
714
Onex Canada Asset Management
Ontario, Canada
$11.2M -$119K -1,141 -1%
IA
715
IFP Advisors
Florida
$11.2M +$515K +6,036 +5%
TC
716
TownSquare Capital
Utah
$11.2M +$205K +1,966 +2%
CC
717
Cannell & Co
New York
$11.2M -$75.9K -726 -0.7%
NEAM
718
New England Asset Management
Connecticut
$11.2M +$721K +6,904 +7%
IC
719
Inverness Counsel
New York
$11.2M +$54.6K +522 +0.5%
NEI
720
Northwest & Ethical Investments
Ontario, Canada
$11.1M +$36.8K +352 +0.3%
KAS
721
Kemnay Advisory Services
New York
$11.1M -$4.95M -47,319 -31%
AJ
722
Ashburton (Jersey)
Jersey
$11.1M -$256K -2,454 -2%
BBI
723
Baxter Bros Inc
Connecticut
$11.1M +$88.7K +849 +0.8%
JIR
724
James Investment Research
Ohio
$11.1M -$1.9M -18,143 -15%
IAN
725
Integrated Advisors Network
Texas
$11M +$262K +2,506 +2%
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