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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 %
BAM
976
Belpointe Asset Management
Nevada
$6.61M -$1.52M -14,575 -19%
SC
977
Savant Capital
Illinois
$6.6M +$104K +994 +2%
WTFG
978
Wells Trecaso Financial Group
Ohio
$6.57M +$70.9K +678 +1%
MNBTD
979
Moody National Bank Trust Division
Texas
$6.57M +$79.4K +760 +1%
DWA
980
Douglass Winthrop Advisors
New York
$6.56M -$75.5M -722,489 -92%
PT
981
Plimoth Trust
Massachusetts
$6.56M -$132K -1,267 -2%
Walleye Capital
982
Walleye Capital
New York
$6.55M +$6.55M +62,693 New
GWM
983
Geneos Wealth Management
Colorado
$6.55M -$2.56M -24,532 -28%
CC
984
Chicago Capital
Illinois
$6.52M -$62.8K -601 -1%
RIM
985
Redpoint Investment Management
Australia
$6.5M -$1.19M -11,423 -16%
BSW
986
Buckingham Strategic Wealth
Missouri
$6.5M +$16.1K +154 +0.2%
RWM
987
Ritholtz Wealth Management
New York
$6.49M +$2.22M +21,262 +52%
SP
988
Sarasin & Partners
United Kingdom
$6.49M -$6.18M -59,183 -49%
MYLI
989
Meiji Yasuda Life Insurance
Japan
$6.48M +$561K +5,365 +9%
DBT
990
Dubuque Bank & Trust
Iowa
$6.48M -$500K -4,781 -7%
IPW
991
Inlet Private Wealth
Florida
$6.48M +$157K +1,503 +2%
ECM
992
ExodusPoint Capital Management
New York
$6.47M -$15M -143,543 -70%
FMWA
993
Forvis Mazars Wealth Advisors
Missouri
$6.47M +$308K +2,949 +5%
SIC
994
Sigma Investment Counselors
Michigan
$6.46M -$17.9K -171 -0.3%
P
995
Pitcairn
Pennsylvania
$6.45M -$273K -1,131 -4%
RWA
996
Ropes Wealth Advisors
Massachusetts
$6.45M +$311K +2,976 +5%
OSNBOA
997
Old Second National Bank of Aurora
Illinois
$6.44M -$125K -1,193 -2%
BWP
998
Baldwin Wealth Partners
Massachusetts
$6.43M -$262K -2,506 -4%
SFS
999
Sowell Financial Services
Arkansas
$6.42M +$283K +2,712 +5%
GIA
1000
Gladstone Institutional Advisory
Florida
$6.4M +$271K +2,598 +4%
38 39
40
41 42