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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 %
PJSIMP
1201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.51M -$101K -824 -2%
TMAM
1202
Tokio Marine Asset Management
Japan
$4.5M +$520K +4,973 +13%
LPIC
1203
LeJeune Puetz Investment Counsel
Michigan
$4.5M +$146K +1,400 +3%
CHC
1204
City Holding Co
West Virginia
$4.49M -$26.9K -257 -0.6%
BA
1205
Bridgewater Advisors
New York
$4.48M +$572K +5,470 +15%
BWAM
1206
Boyd Watterson Asset Management
Ohio
$4.47M +$11.3K +108 +0.3%
HAC
1207
Harbor Advisory Corp
New Hampshire
$4.47M -$188K -1,802 -4%
CWM
1208
Concentric Wealth Management
California
$4.46M +$46.6K +446 +1%
LWAC
1209
Laurel Wealth Advisors (California)
California
$4.45M +$161K +1,558 +4%
PTC
1210
Philadelphia Trust Company
Pennsylvania
$4.45M -$341K -3,265 -7%
AC
1211
Arjuna Capital
North Carolina
$4.44M +$77.3K +740 +2%
SIA
1212
Schechter Investment Advisors
Michigan
$4.43M +$387K +3,700 +10%
WPW
1213
Waldron Private Wealth
Pennsylvania
$4.42M +$201K +1,922 +5%
GIP
1214
Granite Investment Partners
California
$4.42M -$5.23K -50 -0.1%
JGUA
1215
John G. Ullman & Associates
New York
$4.42M +$3.15M +30,138 +249%
ACM
1216
Argyle Capital Management
Pennsylvania
$4.41M – – –
AC
1217
Abbrea Capital
California
$4.41M -$85K -813 -2%
NB
1218
Northwest Bancshares
Pennsylvania
$4.41M +$50.2K +480 +1%
HCM
1219
Howland Capital Management
Massachusetts
$4.41M +$279K +2,665 +7%
PAMG
1220
Patton Albertson Miller Group
Tennessee
$4.41M +$312K +2,986 +8%
HWM
1221
Hohimer Wealth Management
Washington
$4.4M +$881K +8,430 +25%
GA
1222
GFS Advisors
Texas
$4.39M +$615K +5,886 +16%
NO
1223
Ninety One
South Africa
$4.38M +$3.78M +35,456 +632%
APP
1224
Avantax Planning Partners
Iowa
$4.38M +$224K +2,142 +5%
BC
1225
Burleson & Co
California
$4.37M +$137K +1,308 +3%
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