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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 %
CCG
876
Cypress Capital Group
Florida
$8.06M -$546K -5,224 -6%
SIC
877
SFE Investment Counsel
California
$8.06M +$313K +2,994 +4%
WCM
878
Whitener Capital Management
North Carolina
$8.05M +$62.9K +602 +0.8%
GAB
879
German American Bancorp
Indiana
$8.04M +$942K +9,011 +13%
TCM
880
Telos Capital Management
California
$8.04M +$440K +4,213 +6%
PAIM
881
Punch & Associates Investment Management
Minnesota
$8.03M +$940 +9 +0%
MFS
882
Mirabella Financial Services
United Kingdom
$8.03M +$7.79M +73,372 +3,270%
YL
883
YCG LLC
Texas
$7.98M +$12.6K +121 +0.2%
Balyasny Asset Management
884
Balyasny Asset Management
Illinois
$7.95M -$12.4M -118,504 -61%
BWM
885
Buckley Wealth Management
Nevada
$7.89M -$55.3K -529 -0.7%
WIC
886
WealthBridge Investment Counsel
Alberta, Canada
$7.87M +$435K +4,166 +6%
HP
887
Holowesko Partners
Bahamas
$7.87M +$627K +6,000 +9%
CG
888
Cutler Group
California
$7.87M +$3.13M +29,921 +66%
SFI
889
Siemens Fonds Invest
Germany
$7.86M -$218K -2,082 -3%
EAM
890
EULAV Asset Management
Florida
$7.84M -$732K -7,000 -9%
XWM
891
Xcel Wealth Management
Florida
$7.76M +$933K +8,929 +14%
BS
892
Boenning & Scattergood
Pennsylvania
$7.75M +$87.5K +837 +1%
GCA
893
Greenwood Capital Associates
South Carolina
$7.75M +$595K +5,696 +8%
WF
894
WoodTrust Financial
Wisconsin
$7.73M +$468K +4,482 +6%
ISB
895
Iowa State Bank
Iowa
$7.71M +$218K +2,084 +3%
AF
896
Allworth Financial
California
$7.69M +$1.38M +13,195 +22%
EF
897
Empirical Finance
Pennsylvania
$7.64M +$1.21M +11,575 +19%
SIP
898
Stoneridge Investment Partners
Pennsylvania
$7.63M +$1.91M +18,275 +33%
WSCM
899
Wellington Shields Capital Management
New York
$7.63M -$375K -7,655 -5%
VAS
900
Valicenti Advisory Services
New York
$7.6M -$30.7K -294 -0.4%
34 35
36
37 38