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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 %
AAM
1051
Autus Asset Management
Arizona
$5.83M +$18.5K +177 +0.3%
BCA
1052
Bray Capital Advisors
Florida
$5.83M +$28.9K +277 +0.5%
MPIM
1053
McGinn Penninger Investment Management
Virginia
$5.82M +$25.7K +246 +0.4%
BL
1054
BCWM LLC
Kansas
$5.82M +$136K +1,298 +2%
MCP
1055
Martin Capital Partners
Oregon
$5.81M +$504K +4,823 +9%
KLCM
1056
KG&L Capital Management
Louisiana
$5.81M +$59.7K +571 +1%
NLP
1057
Next Level Private
New York
$5.8M +$1.72M +15,616 +42%
PRA
1058
Pine Ridge Advisers
New York
$5.8M – – –
Wealth Enhancement Advisory Services
1059
Wealth Enhancement Advisory Services
Minnesota
$5.8M -$5.07M -47,838 -47%
MRCM
1060
M&R Capital Management
New Jersey
$5.79M +$3.55K +34 +0.1%
SIM
1061
Stratos Investment Management
Ohio
$5.78M -$462K -4,422 -7%
VC
1062
Vestor Capital
Illinois
$5.77M -$2.75M -26,317 -32%
BSB
1063
Bangor Savings Bank
Maine
$5.76M +$260K +2,486 +5%
WAS
1064
Wealth Advisory Solutions
Indiana
$5.75M -$46.9K -449 -0.8%
RWM
1065
Rench Wealth Management
Texas
$5.74M +$44.4K +425 +0.8%
FWTB
1066
First Western Trust Bank
Colorado
$5.74M -$188K -1,795 -3%
QT
1067
Quantbot Technologies
New York
$5.71M +$5.71M +54,634 New
IMOV
1068
Investment Management of Virginia
Virginia
$5.7M +$86.8K +831 +2%
WAS
1069
WESPAC Advisors SoCal
California
$5.7M +$5.7M +45,269 New
FIB
1070
First Interstate Bank
Montana
$5.7M +$305K +2,920 +6%
GRP
1071
Global Retirement Partners
California
$5.7M +$290K +2,307 +5%
RWA
1072
River Wealth Advisors
Pennsylvania
$5.67M -$428K -4,097 -7%
SCM
1073
Saber Capital Management
North Carolina
$5.67M +$5.67M +54,216 New
SAM
1074
Sompo Asset Management
Japan
$5.65M +$129K +1,230 +2%
MMA
1075
Miracle Mile Advisors
California
$5.65M +$179K +1,712 +3%
41 42
43
44 45