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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 %
CNB
1001
Camden National Bank
Maine
$6.37M -$2.51K -24 -0%
CCM
1002
Carmel Capital Management
California
$6.37M +$220K +2,105 +4%
Credit Agricole
1003
Credit Agricole
France
$6.36M -$1.06M -10,164 -14%
ELC
1004
Edgar Lomax Company
Virginia
$6.36M -$63.2K -605 -1%
NGA
1005
Naples Global Advisors
Florida
$6.35M +$194K +1,854 +3%
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$6.35M +$689K +6,596 +12%
VM
1007
Venator Management
Pennsylvania
$6.35M -$59K -565 -0.9%
HFM
1008
Hartford Financial Management
Connecticut
$6.33M +$131K +1,255 +2%
PA
1009
Perennial Advisors
New York
$6.32M +$39.2K +375 +0.6%
SFO
1010
Stokes Family Office
Louisiana
$6.31M +$186K +1,784 +3%
CBB
1011
Citizens Business Bank
California
$6.3M -$3.39M -32,394 -35%
BAM
1012
Boyar Asset Management
New York
$6.29M +$284K +2,716 +5%
HWAM
1013
Hennion & Walsh Asset Management
New Jersey
$6.28M -$150K -1,439 -2%
NM
1014
NWI Management
New York
$6.27M – – –
BFM
1015
Boston Financial Management
Massachusetts
$6.26M +$3.04M +29,102 +95%
WKWM
1016
Walter & Keenan Wealth Management
Indiana
$6.22M +$767K +7,336 +14%
SLI
1017
Sumitomo Life Insurance
Japan
$6.21M -$501K -4,795 -7%
SAM
1018
Security Asset Management
New York
$6.21M -$30.6K -293 -0.5%
FMC
1019
First Merchants Corp
Indiana
$6.21M +$187K +1,792 +3%
ZIG
1020
Zuckerman Investment Group
Illinois
$6.19M +$2.75M +26,321 +80%
III
1021
Independent Investors Inc
New York
$6.18M – – –
LOPW
1022
Live Oak Private Wealth
North Carolina
$6.18M +$196K +1,873 +3%
FC
1023
Fulcrum Capital
Washington
$6.18M -$57.5K -550 -0.9%
CC
1024
Cipher Capital
New York
$6.18M +$4.68M +44,794 +313%
XF
1025
XML Financial
Maryland
$6.17M +$3.98M +38,086 +182%
39 40
41
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