JPM icon

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 %
EFS
1101
Essex Financial Services
Connecticut
$5.36M +$31.5K +301 +0.6%
SC
1102
Schulhoff & Co
Ohio
$5.35M +$113K +1,082 +2%
SWIG
1103
Strategic Wealth Investment Group
Kentucky
$5.35M +$597K +5,710 +13%
BCCM
1104
Bridge Creek Capital Management
Massachusetts
$5.34M +$173K +1,656 +3%
AMM
1105
American Money Management
California
$5.34M +$232K +2,224 +5%
AWM
1106
Avitas Wealth Management
California
$5.33M +$63.1K +604 +1%
AWM
1107
Axxcess Wealth Management
California
$5.31M +$198K +1,894 +4%
JC
1108
JB Capital
Connecticut
$5.31M +$1.75M +16,772 +49%
GCM
1109
Gibraltar Capital Management
Oklahoma
$5.3M +$218K +2,082 +4%
ACM
1110
Alpha Capital Management
Texas
$5.28M +$217K +2,072 +4%
HIP
1111
Harrell Investment Partners
Texas
$5.28M +$142K +1,363 +3%
RC
1112
Roundview Capital
New Jersey
$5.28M +$35.6K +341 +0.7%
MCM
1113
McRae Capital Management
New Jersey
$5.28M +$78.4K +750 +2%
FA
1114
FDx Advisors
Illinois
$5.27M -$4.41M -42,246 -46%
IWM
1115
IHT Wealth Management
Illinois
$5.26M +$815K +7,795 +18%
AIM
1116
AMI Investment Management
Indiana
$5.25M -$90.3K -864 -2%
ALAM
1117
Asahi Life Asset Management
Japan
$5.23M -$473K -4,523 -8%
NC
1118
Naman Capital
Brazil
$5.23M – – –
JAG
1119
Journey Advisory Group
Kentucky
$5.23M +$396K +3,792 +8%
DIA
1120
Dana Investment Advisors
Wisconsin
$5.22M -$10.3M -98,121 -66%
ETC
1121
Exchange Traded Concepts
Oklahoma
$5.21M +$523K +5,000 +11%
SBL
1122
Sargent Bickham Lagudis
Colorado
$5.2M -$101K -971 -2%
IFAM
1123
Institutional & Family Asset Management
Colorado
$5.2M +$1.15M +10,992 +28%
P
1124
Pariax
California
$5.16M +$45.9K +439 +0.9%
ACP
1125
Aviance Capital Partners
Florida
$5.16M -$87.2K -834 -2%
43 44
45
46 47