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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 %
NWM
726
Nicola Wealth Management
British Columbia, Canada
$11M +$157K +1,500 +1%
TIP
727
Torray Investment Partners
Maryland
$11M +$154K +1,476 +1%
PNAA
728
Pictet North America Advisors
Switzerland
$11M -$351K -3,361 -3%
KRSITF
729
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11M +$496K +4,750 +5%
M2MC
730
Matthew 25 Management Corp
Pennsylvania
$11M – – –
AHC
731
Anderson Hoagland & Co
Missouri
$11M -$86.7K -830 -0.8%
HWM
732
HB Wealth Management
Georgia
$11M +$1.79M +17,145 +20%
MC
733
Middleton & Co
Massachusetts
$10.9M -$2.29M -21,947 -17%
AMI
734
Amica Mutual Insurance
Rhode Island
$10.9M -$1.6M -15,352 -13%
WC
735
Whitney & Co
New York
$10.9M +$58.9K +564 +0.5%
CIA
736
CCM Investment Advisers
South Carolina
$10.9M +$242K +2,317 +2%
DT
737
Diversified Trust
Tennessee
$10.8M -$15.4K -147 -0.1%
SHFA
738
SS&H Financial Advisors
Michigan
$10.8M – – –
PAS
739
Park Avenue Securities
New York
$10.8M +$893K +8,547 +9%
RCP
740
Rothschild Capital Partners
New York
$10.8M – – –
PCA
741
Pallas Capital Advisors
Massachusetts
$10.8M +$592K +4,656 +6%
FFBTD
742
First Financial Bank - Trust Division
Ohio
$10.8M +$5.85K +56 +0.1%
KWM
743
Kingsview Wealth Management
Oregon
$10.7M -$1.29M -12,349 -11%
WTB
744
Washington Trust Bank
Washington
$10.7M -$122K -1,172 -1%
TTWM
745
TCV Trust & Wealth Management
Virginia
$10.7M +$413K +3,948 +4%
CCP
746
Corient Capital Partners
California
$10.7M – – –
SIMG
747
Sonora Investment Management Group
Arizona
$10.6M – – –
LS
748
Livforsakringsbolaget Skandia
Sweden
$10.6M -$3.55M -34,000 -25%
UBV
749
United Bank (Virginia)
Virginia
$10.6M +$11K +105 +0.1%
ASN
750
Advisory Services Network
Georgia
$10.5M +$42K +402 +0.4%
28 29
30
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