JPM icon

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 %
TCM
851
Twin Capital Management
Pennsylvania
$8.42M +$128K +1,225 +2%
CB
852
Community Bank
New York
$8.41M +$259K +2,474 +3%
SB
853
Simmons Bank
Arkansas
$8.38M +$205K +1,961 +3%
IP
854
Investment Partners
Ohio
$8.38M +$6.12M +58,611 +272%
WAM
855
Winslow Asset Management
Ohio
$8.37M -$41.4K -396 -0.5%
GAI
856
General American Investors
New York
$8.36M – – –
Hudson Bay Capital Management
857
Hudson Bay Capital Management
Connecticut
$8.36M +$8.36M +80,000 New
AssetMark Inc
858
AssetMark Inc
California
$8.31M +$2.04M +19,501 +32%
GL
859
Gemsstock Ltd
United Kingdom
$8.3M -$73.1K -700 -0.9%
DWM
860
Dakota Wealth Management
Florida
$8.29M +$2.39M +22,905 +41%
ACM
861
Ardent Capital Management
Ohio
$8.28M – – –
TCBWMS
862
Texas Capital Bank Wealth Management Services
Texas
$8.27M +$117K +1,120 +1%
GH
863
GAM Holding
Switzerland
$8.26M -$23.1K -221 -0.3%
1SB
864
1ST Source Bank
Indiana
$8.24M +$98.8K +945 +1%
NSEDCP
865
NJ State Employees Deferred Compensation Plan
New Jersey
$8.2M – – –
AMBIA
866
Allen Mooney & Barnes Investment Advisors
Georgia
$8.2M +$126K +1,203 +2%
CAMG
867
CWA Asset Management Group
Florida
$8.18M +$213K +2,039 +3%
GC
868
Grimes & Company
Massachusetts
$8.15M +$384K +3,674 +5%
BCM
869
Bridgeway Capital Management
Texas
$8.15M -$2.03M -19,400 -20%
KWMG
870
King Wealth Management Group
Florida
$8.15M +$58.5K +560 +0.7%
ERIM
871
Eagle Ridge Investment Management
Connecticut
$8.13M +$9.61K +92 +0.1%
RBA
872
Richard Bernstein Advisors
New York
$8.13M -$702K -6,719 -8%
AWAG
873
ARS Wealth Advisors Group
Florida
$8.12M +$508K +4,861 +7%
WIC
874
Woodmont Investment Counsel
Tennessee
$8.08M +$756K +7,230 +10%
GIA
875
GHP Investment Advisors
Colorado
$8.06M +$263K +2,520 +3%
33 34
35
36 37