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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 %
PA
1151
PFG Advisors
Arizona
$4.95M +$401K +3,840 +9%
SHA
1152
Seneca House Advisors
Virginia
$4.94M -$222K -2,120 -4%
Westfield Capital Management
1153
Westfield Capital Management
Massachusetts
$4.94M -$106K -1,013 -2%
IIM
1154
Ipswich Investment Management
Massachusetts
$4.92M -$199K -1,904 -4%
BB
1155
Berkshire Bank
Massachusetts
$4.89M -$8.99K -86 -0.2%
SAM
1156
Smithbridge Asset Management
Pennsylvania
$4.87M +$153K +1,461 +3%
SFA
1157
Souders Financial Advisors
Ohio
$4.87M +$276K +2,641 +6%
APSI
1158
Asset Planning Services Inc
Louisiana
$4.86M -$10.5K -100 -0.2%
IEFM
1159
IQ EQ Fund Management
Ireland
$4.86M +$71.6K +685 +1%
SVWAG
1160
Sound View Wealth Advisors Group
Georgia
$4.84M -$291K -2,789 -6%
CBTWT
1161
Community Bank & Trust (Waco, Texas)
Texas
$4.84M +$42K +402 +0.9%
MWM
1162
Marietta Wealth Management
Georgia
$4.84M +$245K +2,348 +5%
PL
1163
Parthenon LLC
Kentucky
$4.82M -$150K -1,431 -3%
BMWM
1164
Brown Miller Wealth Management
Virginia
$4.81M +$182K +1,743 +4%
RC
1165
RBF Capital
California
$4.81M – – –
GJIC
1166
Gamble Jones Investment Counsel
California
$4.8M +$200K +1,917 +4%
TSS
1167
Two Sigma Securities
New York
$4.8M +$3.88M +37,160 +426%
SCP
1168
Shorepoint Capital Partners
Massachusetts
$4.79M +$249K +2,379 +5%
FF
1169
Fluent Financial
Texas
$4.78M +$457K +4,371 +11%
PSP
1170
Principal Street Partners
Tennessee
$4.78M +$453K +4,334 +10%
LA
1171
LVW Advisors
New York
$4.77M +$210K +2,009 +5%
FMTC
1172
Farmers & Merchants Trust Company
California
$4.77M +$29.1K +278 +0.6%
WFA
1173
Wipfli Financial Advisors
Wisconsin
$4.77M +$4.77M +45,616 New
PTC
1174
Private Trust Company
Ohio
$4.75M -$71.4K -683 -1%
JCM
1175
Jacobi Capital Management
Pennsylvania
$4.75M +$513K +4,908 +12%
45 46
47
48 49