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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 %
CK
901
Cohen Klingenstein
New York
$7.6M – – –
TF
902
Tompkins Financial
New York
$7.58M +$182K +1,740 +2%
JWM
903
JGP Wealth Management
Oregon
$7.58M +$321K +3,032 +4%
SAM
904
Strategy Asset Managers
California
$7.57M -$339K -3,243 -4%
ST
905
Spinnaker Trust
Maine
$7.48M +$240K +2,295 +3%
TCOT
906
Trust Company of Toledo
Ohio
$7.48M -$117K -1,116 -2%
SCM
907
Shelton Capital Management
Colorado
$7.47M +$17.6K +168 +0.2%
IWC
908
Integrated Wealth Concepts
Massachusetts
$7.45M -$13.6K -130 -0.2%
1IA
909
1834 Investment Advisors
Wisconsin
$7.41M -$90.6K -867 -1%
GAM
910
Griffin Asset Management
New York
$7.4M +$29.7K +284 +0.4%
CC
911
Constitution Capital
Connecticut
$7.39M +$1.14M +10,875 +18%
PI
912
Pettee Investors
Connecticut
$7.38M -$358K -3,425 -5%
MYIA
913
Mount Yale Investment Advisors
Colorado
$7.36M +$531K +5,079 +8%
BFO
914
Boston Family Office
Massachusetts
$7.35M +$241K +2,310 +3%
WWM
915
Western Wealth Management
Colorado
$7.31M +$950K +8,630 +15%
WIM
916
WealthPlan Investment Management
Nebraska
$7.29M +$7.29M +55,473 New
SMFG
917
Sumitomo Mitsui Financial Group
Japan
$7.27M -$158K -1,515 -2%
LPT
918
Legacy Private Trust
Wisconsin
$7.25M -$333K -3,190 -4%
VI
919
Vestcor Inc
New Brunswick, Canada
$7.23M +$50.7K +485 +0.7%
FM
920
Freemont Management
Switzerland
$7.22M -$178K -1,700 -2%
ANTB
921
AMG National Trust Bank
Colorado
$7.21M +$1.37M +13,110 +23%
GAM
922
Gotham Asset Management
New York
$7.18M +$2.4M +22,947 +50%
GL
923
Graypoint LLC
New York
$7.16M +$458K +4,384 +7%
GLLW
924
Graves Light Lenhart Wealth
Virginia
$7.16M -$74.4K -712 -1%
PWW
925
Pettyjohn Wood & White
Virginia
$7.16M +$39.7K +380 +0.6%
35 36
37
38 39