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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 %
CPIG
751
Chicago Partners Investment Group
Illinois
$10.5M +$379K +2,885 +4%
UH
752
Unigestion Holding
Switzerland
$10.5M -$3.37M -31,732 -24%
AC
753
Addenda Capital
Quebec, Canada
$10.5M -$1.34M -12,869 -11%
LNC
754
Lincoln National Corp
Pennsylvania
$10.5M +$610K +5,839 +6%
VIM
755
Vancity Investment Management
British Columbia, Canada
$10.5M -$183K -1,748 -2%
VCA
756
Verdence Capital Advisors
Maryland
$10.5M +$357K +3,421 +4%
NB
757
NBT Bank
New York
$10.4M -$273K -2,609 -3%
BFEC
758
Benjamin F. Edwards & Company
Missouri
$10.4M +$408K +3,907 +4%
SPC
759
Sigma Planning Corp
Michigan
$10.4M -$393K -3,762 -4%
ECG
760
Edge Capital Group
Georgia
$10.4M +$2.22M +21,248 +27%
ERIC
761
Eagle Rock Investment Company
Georgia
$10.4M -$16.9K -162 -0.2%
BFA
762
Bragg Financial Advisors
North Carolina
$10.4M +$227K +2,177 +2%
CA
763
Clearstead Advisors
Ohio
$10.3M -$200K -1,912 -2%
PMG
764
ProVise Management Group
Florida
$10.3M +$4.43M +42,415 +75%
GT
765
Greenleaf Trust
Michigan
$10.3M +$1.45M +13,876 +16%
TC
766
Telemus Capital
Michigan
$10.3M +$272K +2,599 +3%
FAT
767
First American Trust
California
$10.3M -$148K -1,413 -1%
TCA
768
Transcend Capital Advisors
New Jersey
$10.3M +$961K +9,200 +10%
MSS
769
Mitchell Sinkler & Starr
Pennsylvania
$10.2M +$118K +1,129 +1%
LNB
770
Ledyard National Bank
$10.2M +$384K +3,672 +4%
YC
771
Yarbrough Capital
Tennessee
$10.2M – – –
CA
772
CSM Advisors
Pennsylvania
$10.2M -$1.19M -11,380 -10%
VAS
773
Vestmark Advisory Solutions
Massachusetts
$10.2M -$469K -4,487 -4%
EWM
774
Edge Wealth Management
New York
$10.2M +$22.4K +212 +0.2%
WCMN
775
Westchester Capital Management (Nebraska)
Nebraska
$10.2M +$60.2K +576 +0.6%
29 30
31
32 33