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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 %
FTC
776
Farmers Trust Company
Ohio
$10.1M +$2.69M +25,783 +36%
FNFDCM
777
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.1M +$95.5K +914 +1%
EGM
778
Engineers Gate Manager
New York
$10M +$340K +3,253 +4%
BHWM
779
Bar Harbor Wealth Management
New Hampshire
$10M +$115K +1,099 +1%
Assenagon Asset Management
780
Assenagon Asset Management
Luxembourg
$9.98M +$5.33M +51,027 +115%
PCIA
781
Prime Capital Investment Advisors
Kansas
$9.98M +$1.33M +12,701 +15%
PIM
782
Penobscot Investment Management
Massachusetts
$9.95M +$2.82K +27 +0%
NCM
783
Novare Capital Management
North Carolina
$9.94M -$711K -6,805 -7%
BCM
784
BTC Capital Management
Iowa
$9.93M -$101K -970 -1%
SAM
785
Socorro Asset Management
Texas
$9.85M -$1.34M -12,814 -12%
PAM
786
Peak Asset Management
Colorado
$9.85M +$859K +8,219 +10%
JG
787
Jefferies Group
New York
$9.85M +$2.21M +21,182 +29%
MA
788
Montag & Associates
Georgia
$9.79M -$495K -4,739 -5%
SAM
789
Shell Asset Management
Netherlands
$9.76M -$2.55M -24,416 -21%
CBOR
790
Community Bank of Raymore
Missouri
$9.76M +$27.7K +265 +0.3%
LIM
791
Leavell Investment Management
Alabama
$9.76M +$357K +3,418 +4%
CSUI
792
Cincinnati Specialty Underwriters Insurance
Ohio
$9.72M – – –
CCC
793
Cincinnati Casualty Company
Ohio
$9.72M – – –
SCP
794
Stamos Capital Partners
California
$9.71M +$129K +1,230 +1%
MGIA
795
Moneta Group Investment Advisors
Missouri
$9.68M +$23.4K +224 +0.2%
BIA
796
Biondo Investment Advisors
Pennsylvania
$9.67M +$179K +1,711 +2%
RPC
797
Rossmore Private Capital
Connecticut
$9.67M +$173K +1,654 +2%
MAM
798
Martingale Asset Management
Massachusetts
$9.67M -$3.11M -29,772 -24%
FAM
799
Fred Alger Management
New York
$9.65M +$878K +8,403 +10%
SHGA
800
Sand Hill Global Advisors
California
$9.64M -$72.7K -696 -0.7%
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