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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 %
BFS
1026
Bard Financial Services
Connecticut
$6.17M +$52.2K +500 +0.9%
BOH
1027
Bank of Hawaii
Hawaii
$6.17M -$33.4K -320 -0.5%
GFA
1028
Gifford Fong Associates
California
$6.15M – – –
PCOC
1029
Power Corp of Canada
Canada
$6.14M – – –
RFM
1030
Royal Fund Management
Florida
$6.12M -$255K -2,443 -4%
TFS
1031
Thoroughbred Financial Services
Tennessee
$6.11M -$70.9K -678 -1%
LA
1032
Lynch & Associates
Indiana
$6.1M +$204K +1,954 +3%
HCM
1033
Harvey Capital Management
Florida
$6.05M -$46K -440 -0.8%
NSAM
1034
North Star Asset Management
Wisconsin
$6.04M +$198K +1,895 +3%
SC
1035
Stolper & Co
Oklahoma
$6.04M +$165K +1,580 +3%
PA
1036
Profund Advisors
Maryland
$6.04M -$170K -1,624 -3%
PGAM
1037
Princeton Global Asset Management
New Jersey
$6.03M -$23.3K -223 -0.4%
AF
1038
Arrow Financial
New York
$6.03M +$941 +9 +0%
LWCFA
1039
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.02M -$836 -8 -0%
SA
1040
SRH Advisors
Kansas
$6.01M +$2.61K +25 +0%
CJL
1041
Cyrus J. Lawrence
New York
$6.01M -$26.8K -256 -0.4%
AA
1042
Apriem Advisors
California
$5.99M – – –
HT
1043
HAP Trading
New York
$5.99M +$4.03M +38,545 +205%
FB
1044
Fulton Bank
Pennsylvania
$5.99M +$1.47M +14,092 +33%
P
1045
Paradiem
Louisiana
$5.98M – – –
MCM
1046
Mengis Capital Management
Oregon
$5.97M -$350K -3,353 -6%
FCT
1047
Family Capital Trust
Massachusetts
$5.96M -$6.27K -60 -0.1%
AFM
1048
Andesa Financial Management
Pennsylvania
$5.94M +$2.89M +27,633 +94%
MCP
1049
Mirador Capital Partners
California
$5.93M +$28.8K +276 +0.5%
CIC
1050
Cutler Investment Counsel
Oregon
$5.89M -$13K -124 -0.2%
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