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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 %
BFIM
826
Beese Fulmer Investment Management
Ohio
$8.88M +$245K +2,343 +3%
GP
827
Girard Partners
Pennsylvania
$8.84M -$627 -6 -0%
MYAM
828
Meiji Yasuda Asset Management
Japan
$8.83M -$707K -6,768 -7%
EARNEST Partners
829
EARNEST Partners
Georgia
$8.79M +$283K +2,706 +3%
PAM
830
Palisade Asset Management
Minnesota
$8.77M +$529K +5,062 +6%
FCH
831
Freestone Capital Holdings
Washington
$8.76M -$638K -6,106 -7%
FCBT
832
First Citizens Bank & Trust
North Carolina
$8.73M +$28.4K +272 +0.3%
KCM
833
Kornitzer Capital Management
Kansas
$8.72M -$446K -4,269 -5%
HVIA
834
Hudson Valley Investment Advisors
New York
$8.72M +$781K +7,478 +10%
TIM
835
Thompson Investment Management
Wisconsin
$8.69M +$42.4K +406 +0.5%
LNWWM
836
Laird Norton Wetherby Wealth Management
California
$8.67M -$46.9K -449 -0.5%
SWM
837
Segment Wealth Management
Texas
$8.65M +$741K +7,093 +9%
HFS
838
Haverford Financial Services
Pennsylvania
$8.65M -$3.45K -33 -0%
GG
839
Greenwood Gearhart
Arkansas
$8.65M +$544K +5,210 +7%
SCM
840
Schnieders Capital Management
California
$8.61M +$1.9M +18,136 +28%
MA
841
Mutual Advisors
Nebraska
$8.58M +$561K +5,366 +7%
VIP
842
Vantage Investment Partners
Missouri
$8.56M +$313K +2,998 +4%
JWBC
843
J.W. Burns & Co
New York
$8.54M +$17.6K +168 +0.2%
CC
844
Courier Capital
New York
$8.53M +$120K +1,147 +1%
ECM
845
Everence Capital Management
Indiana
$8.52M +$1.08M +10,340 +15%
TW
846
Transform Wealth
Colorado
$8.51M -$246K -2,357 -3%
RIA
847
RPG Investment Advisory
California
$8.49M +$2.5M +23,916 +42%
HAI
848
Hennessy Advisors Inc
California
$8.49M +$167K +1,600 +2%
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$8.49M -$72.1K -690 -0.8%
WPI
850
Walter Public Investments
Canada
$8.44M +$62.1K +594 +0.7%
32 33
34
35 36