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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 %
PTB
951
Pioneer Trust Bank
Oregon
$6.89M +$302K +2,894 +5%
ATPW
952
Ashton Thomas Private Wealth
Arizona
$6.85M +$951K +9,105 +16%
HT
953
HighTower Trust
Texas
$6.84M +$6.84M +65,412 New
SBF
954
Sara-Bay Financial
Florida
$6.83M +$60.6K +580 +0.9%
DAS
955
Dynamic Advisor Solutions
Arizona
$6.83M +$411K +3,937 +6%
DWM
956
Dorchester Wealth Management
Quebec, Canada
$6.8M +$108K +1,030 +2%
AWS
957
AJ Wealth Strategies
New York
$6.79M +$4.01M +38,415 +144%
FSA
958
Fort Sheridan Advisors
Illinois
$6.79M +$604K +5,784 +10%
BCA
959
Bernzott Capital Advisors
California
$6.78M +$4.2M +40,221 +163%
HRC
960
Hoertkorn Richard Charles
$6.77M +$7.84K +75 +0.1%
WAM
961
Wolverine Asset Management
Illinois
$6.76M -$1.42M -13,557 -17%
CB
962
Cadence Bank
Mississippi
$6.76M +$5.49M +52,570 +435%
FNB
963
Farmers National Bank
Kentucky
$6.76M +$157K +1,507 +2%
HCA
964
Hyperion Capital Advisors
New York
$6.75M +$6.75M +64,624 New
CAM
965
Cypress Asset Management
Texas
$6.75M -$73.2K -700 -1%
LWANC
966
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.74M +$300K +2,872 +5%
HBT
967
Hills Bank & Trust
Iowa
$6.73M +$110K +1,053 +2%
LFAS
968
Level Four Advisory Services
Texas
$6.72M +$290K +2,774 +5%
HF
969
HRT Financial
New York
$6.71M -$42.6M -407,632 -86%
FA
970
Fagan Associates
New York
$6.71M +$28.6K +274 +0.4%
AWM
971
Apollon Wealth Management
South Carolina
$6.7M +$348K +3,326 +5%
BIM
972
Bridgecreek Investment Management
Oklahoma
$6.66M +$95.6K +915 +1%
SFA
973
Semmax Financial Advisors
North Carolina
$6.63M +$1.71M +13,047 +35%
OCM
974
One Capital Management
California
$6.63M +$160K +1,534 +2%
AF
975
Alerus Financial
North Dakota
$6.62M -$2.88M -27,545 -30%
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