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 %
SC
926
Skylands Capital
Wisconsin
$7.12M -$251K -2,400 -3%
DLCIG
927
D.L. Carlson Investment Group
New Hampshire
$7.12M -$82K -785 -1%
BMM
928
Buffington Mohr McNeal
Idaho
$7.1M -$2.09K -20 -0%
PAG
929
Private Advisory Group
Washington
$7.1M -$2.2M -21,053 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
930
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.08M +$606K +5,800 +9%
CM
931
Capula Management
Cayman Islands
$7.08M +$5.44M +52,050 +332%
GJCM
932
Grand Jean Capital Management
California
$7.08M -$4.03M -38,599 -36%
OIA
933
OneDigital Investment Advisors
Kansas
$7.07M +$1.62M +15,523 +30%
VWA
934
Visionary Wealth Advisors
Illinois
$7.06M -$509K -4,869 -7%
HT
935
Heritage Trust
Oklahoma
$7.06M +$11.9K +114 +0.2%
AAM
936
AR Asset Management
California
$7.06M – – –
GCMG
937
Gyroscope Capital Management Group
Florida
$7.06M +$675K +6,456 +11%
MFAM
938
Motley Fool Asset Management
Virginia
$7.03M +$19.9K +190 +0.3%
AIA
939
Allied Investment Advisors
Montana
$7.03M +$356K +3,411 +5%
WC
940
Woodstock Corp
Massachusetts
$7.03M +$146K +1,401 +2%
SGA
941
Strategic Global Advisors
California
$7.02M -$2.49M -23,835 -26%
BOC
942
Barbara Oil Co
Illinois
$7M – – –
PA
943
Parallel Advisors
California
$6.99M +$144K +1,375 +2%
KFP
944
Keystone Financial Planning
Ohio
$6.99M +$6.6M +63,181 +1,696%
KHLMTHM
945
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.98M – – –
DWT
946
Dorsey & Whitney Trust
South Dakota
$6.97M +$1.14M +10,925 +20%
FF
947
FourThought Financial
Florida
$6.95M +$373K +3,566 +6%
OHIS
948
Oak Harvest Investment Services
Texas
$6.93M +$162K +1,555 +2%
PWM
949
Perigon Wealth Management
California
$6.92M -$214K -2,046 -3%
DR
950
Davis Rea
Ontario, Canada
$6.9M -$7.05M -67,450 -51%
36 37
38
39 40