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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 %
BWS
1076
Buck Wealth Strategies
Colorado
$5.64M +$5.64M +38,897 New
RCM
1077
Radnor Capital Management
Pennsylvania
$5.64M -$18.8K -180 -0.3%
CFA
1078
Capstone Financial Advisors
Illinois
$5.63M +$77.1K +738 +1%
BA
1079
Ballast Advisors
Minnesota
$5.6M +$98.6K +944 +2%
CCMINC
1080
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.59M +$122K +1,165 +2%
S
1081
SignatureFD
Georgia
$5.58M +$383K +3,664 +7%
PGIM
1082
Pacific Global Investment Management
California
$5.57M +$67.9K +650 +1%
PAI
1083
Pittenger & Anderson Inc
Nebraska
$5.57M +$280K +2,681 +5%
RAM
1084
Redmond Asset Management
Virginia
$5.56M +$28.8K +276 +0.5%
FHB
1085
First Hawaiian Bank
Hawaii
$5.53M +$135K +1,296 +3%
WCM
1086
Windward Capital Management
California
$5.52M +$6.79K +65 +0.1%
HIA
1087
Harbor Investment Advisory
Maryland
$5.51M -$118K -1,127 -2%
HEIP
1088
Hudson Edge Investment Partners
New Jersey
$5.51M +$472K +4,516 +9%
GTCM
1089
Gyon Technologies Capital Management
New Jersey
$5.47M +$5.47M +52,367 New
FM
1090
Foster & Motley
Ohio
$5.47M -$761K -7,280 -12%
BW
1091
Bison Wealth
Georgia
$5.47M +$1.79M +17,106 +49%
LOAMU
1092
Lombard Odier Asset Management (USA)
New York
$5.47M +$3.5M +33,543 +178%
CHAM
1093
Clear Harbor Asset Management
Connecticut
$5.46M -$941K -9,001 -15%
ECM
1094
EagleClaw Capital Management
Massachusetts
$5.45M +$122K +1,168 +2%
AT
1095
American Trust
Kentucky
$5.44M -$322K -3,082 -6%
MGP
1096
Metis Global Partners
California
$5.43M +$351K +3,357 +7%
BP
1097
Ballentine Partners
Massachusetts
$5.43M +$598K +5,719 +12%
FTDI
1098
First Trust Direct Indexing
Massachusetts
$5.41M -$236K -2,263 -4%
EAMA
1099
EFG Asset Management (Americas)
Florida
$5.41M -$2.07M -19,775 -28%
CIA
1100
Covington Investment Advisors
Pennsylvania
$5.38M +$295K +2,819 +6%
42 43
44
45 46