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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 %
VIA
1226
Vident Investment Advisory
Georgia
$4.37M +$338K +3,787 +8%
IB
1227
Intrust Bank
Kansas
$4.37M -$16.8K -161 -0.4%
CT
1228
Chicago Trust
Illinois
$4.37M +$255K +2,441 +6%
ST
1229
Somerset Trust
Pennsylvania
$4.37M +$11K +105 +0.3%
MP
1230
McDonald Partners
Ohio
$4.36M -$1.65M -15,798 -27%
MCM
1231
Mitchell Capital Management
Kansas
$4.36M -$31.9K -305 -0.7%
WAM
1232
Wilson Asset Management
Australia
$4.35M – – –
WAP
1233
Wealthcare Advisory Partners
Pennsylvania
$4.34M +$1.89M +18,080 +77%
MAM
1234
Meeder Asset Management
Ohio
$4.34M -$180K -1,727 -4%
BA
1235
Bristlecone Advisors
Washington
$4.33M +$44.8K +429 +1%
VIG
1236
Vienna Insurance Group
Poland
$4.32M – – –
VST
1237
Van Strum & Towne
California
$4.32M -$17.2K -165 -0.4%
BFC
1238
Bedel Financial Consulting
Indiana
$4.3M +$80.5K +613 +2%
EVM
1239
Evelyn V. Moreno
$4.3M -$3.73M -35,662 -46%
VHAM
1240
Van Hulzen Asset Management
California
$4.29M +$83.6K +800 +2%
QI
1241
QV Investors
Alberta, Canada
$4.29M -$150K -1,440 -3%
JIC
1242
Joel Isaacson & Co
New York
$4.28M +$269K +2,577 +7%
MPM
1243
Meritage Portfolio Management
Kansas
$4.28M -$1.41M -13,501 -25%
CIC
1244
Cornercap Investment Counsel
Georgia
$4.27M -$92.2K -882 -2%
LCC
1245
Lincoln Capital Corp
Rhode Island
$4.25M -$16.1K -154 -0.4%
1WM
1246
1900 Wealth Management
Texas
$4.25M -$209 -2 -0%
CL
1247
CPWM LLC
Washington
$4.25M -$698K -6,678 -14%
PWS
1248
Peloton Wealth Strategists
Indiana
$4.24M +$11.7K +112 +0.3%
PCA
1249
Providence Capital Advisors
North Carolina
$4.23M +$454K +4,347 +12%
MIFH
1250
Migdal Insurance & Financial Holdings
Israel
$4.23M +$3.31M +30,862 +360%
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