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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 %
HP
1176
Highlander Partners
Texas
$4.74M +$1.71M +16,400 +57%
AOWM
1177
Alpha Omega Wealth Management
Virginia
$4.74M +$121K +1,162 +3%
CWG
1178
Cornerstone Wealth Group
North Carolina
$4.74M +$357K +3,414 +8%
RA
1179
RFG Advisory
Alabama
$4.72M -$396K -3,014 -8%
SCA
1180
Stokes Capital Advisors
South Carolina
$4.72M +$301K +2,883 +7%
TCM
1181
Traynor Capital Management
Pennsylvania
$4.72M -$267K -2,551 -5%
NCM
1182
Nelson Capital Management
California
$4.71M -$69.9K -669 -1%
PL
1183
Parkwood LLC
Ohio
$4.71M +$140K +1,339 +3%
CCM
1184
Compton Capital Management
Rhode Island
$4.7M -$486K -4,651 -9%
MWA
1185
Meridian Wealth Advisors
Texas
$4.69M -$230K -2,198 -5%
SA
1186
Strategic Advisors
New York
$4.68M +$53.9K +516 +1%
GIA
1187
Guyasuta Investment Advisors
Pennsylvania
$4.67M -$73.1K -700 -2%
VWM
1188
Valley Wealth Managers
New Jersey
$4.66M -$195K -1,867 -4%
PCM
1189
Patient Capital Management
Maryland
$4.65M +$455K +4,350 +11%
SFG
1190
SevenBridge Financial Group
Pennsylvania
$4.63M +$118K +1,129 +3%
ANBT
1191
American National Bank & Trust
Texas
$4.61M +$194K +1,854 +4%
PE
1192
Point72 Europe
United Kingdom
$4.61M +$4.61M +44,100 New
BWA
1193
BDO Wealth Advisors
Florida
$4.61M +$95.1K +910 +2%
LSAG
1194
Lake Street Advisors Group
New Hampshire
$4.6M -$251K -2,400 -5%
SAM
1195
Selway Asset Management
$4.58M -$117K -1,123 -3%
CCM
1196
Canal Capital Management
Virginia
$4.55M +$746K +7,143 +20%
BCPWM
1197
Bradley & Co Private Wealth Management
Florida
$4.54M +$152K +1,453 +3%
CF
1198
Centaurus Financial
California
$4.53M +$56K +536 +1%
PAM
1199
Paradigm Asset Management
New York
$4.52M -$136K -1,300 -3%
GP
1200
Greenline Partners
New York
$4.52M -$15K -144 -0.3%
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48
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