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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 %
GIM
1126
Goelzer Investment Management
Indiana
$5.15M -$1.33M -12,714 -20%
BAM
1127
Brave Asset Management
New Jersey
$5.15M +$290K +2,771 +6%
RDWM
1128
Red Door Wealth Management
Tennessee
$5.13M +$198K +1,890 +4%
GWM
1129
GDS Wealth Management
Texas
$5.11M +$230K +2,201 +5%
ERWM
1130
Elk River Wealth Management
Colorado
$5.09M +$85.2K +815 +2%
FFG
1131
Frisch Financial Group
New York
$5.09M +$46.9K +449 +0.9%
ACM
1132
Adalta Capital Management
New York
$5.08M – – –
HCA
1133
Harbour Capital Advisors
Virginia
$5.07M -$19K -181 -0.4%
GCM
1134
Garland Capital Management
Washington
$5.07M +$123K +1,175 +2%
BEAM
1135
Baker Ellis Asset Management
Washington
$5.05M +$208K +1,994 +4%
WPP
1136
Whalerock Point Partners
Rhode Island
$5.05M +$47.2K +452 +0.9%
WIM
1137
Wittenberg Investment Management
Massachusetts
$5.04M -$11.5K -110 -0.2%
BFG
1138
Beacon Financial Group
Texas
$5.03M +$26.9K +253 +0.5%
RL
1139
RPO LLC
Connecticut
$5.02M +$1.18M +11,300 +31%
WIS
1140
Wright Investors Service
Connecticut
$5.02M -$471K -4,503 -9%
TI
1141
Tidal Investments
Wisconsin
$5M +$1.53M +14,661 +44%
WSC
1142
Wellington Shields & Co
New York
$5M +$3.14K +30 +0.1%
WI
1143
Wintrust Investments
Illinois
$5M +$2.3K +22 +0%
HI
1144
Horizon Investments
North Carolina
$4.99M +$2.22M +21,477 +80%
MFG
1145
Merit Financial Group
Georgia
$4.99M -$1.65M -15,821 -25%
MCM
1146
McKinley Capital Management
Alaska
$4.98M – – –
CA
1147
Cumberland Advisors
Florida
$4.98M -$20.9K -200 -0.4%
BCMO
1148
Buckingham Capital Management (Ohio)
Ohio
$4.96M -$1.07M -10,213 -18%
CNBTD
1149
Citizens National Bank Trust Department
Mississippi
$4.96M -$231K -2,210 -4%
AWP
1150
Ascent Wealth Partners
New York
$4.95M -$423K -4,044 -8%
44 45
46
47 48