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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 %
Twin Tree Management
801
Twin Tree Management
Texas
$9.58M +$9.58M +91,672 New
DY
802
Dowling & Yahnke
California
$9.53M -$151K -1,441 -2%
EWM
803
Endurance Wealth Management
Rhode Island
$9.53M +$14.5K +139 +0.2%
Verition Fund Management
804
Verition Fund Management
Connecticut
$9.51M +$7.06M +67,563 +288%
MCM
805
Maryland Capital Management
Maryland
$9.5M -$4.85M -46,385 -34%
APA
806
American Portfolios Advisors
New York
$9.49M +$445K +4,259 +5%
RIM
807
Regent Investment Management
Kentucky
$9.47M +$27.2K +260 +0.3%
SWM
808
Stockman Wealth Management
Montana
$9.43M +$886K +8,482 +10%
CFC
809
Cincinnati Financial Corp
Ohio
$9.41M – – –
VFM
810
Viking Fund Management
North Dakota
$9.41M +$1.36M +13,000 +17%
TCM
811
Tufton Capital Management
Maryland
$9.4M -$3.58M -34,215 -28%
CWM
812
Circle Wealth Management
New Jersey
$9.38M -$176K -1,685 -2%
MIC
813
Means Investment Company
Maine
$9.28M +$142K +1,359 +2%
JAM
814
JCIC Asset Management
Ontario, Canada
$9.24M -$329K -2,617 -3%
BIC
815
Beach Investment Counsel
Pennsylvania
$9.22M -$29.5K -282 -0.3%
GC
816
Gratus Capital
Georgia
$9.17M +$1.09M +10,428 +13%
RP
817
Rice Partnership
Hawaii
$9.11M +$922K +8,827 +11%
CIA
818
Choate Investment Advisors
Massachusetts
$9.08M -$96.7K -925 -1%
CCM
819
Cohen Capital Management
California
$9.07M +$627 +6 +0%
LWM
820
Lyell Wealth Management
California
$9.03M +$204K +1,956 +2%
H
821
HoyleCohen
California
$9.02M -$209 -2 -0%
CCFCSB
822
Cape Cod Five Cents Savings Bank
Massachusetts
$9.01M -$22.7K -217 -0.3%
FFM
823
Forum Financial Management
Illinois
$8.94M -$788K -7,542 -8%
BBHC
824
Brown Brothers Harriman & Co
New York
$8.92M -$266K -2,545 -3%
SIA
825
Sit Investment Associates
Minnesota
$8.92M -$412K -3,945 -4%
31 32
33
34 35