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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 %
SIA
1251
Soltis Investment Advisors
Utah
$4.22M +$918K +8,786 +28%
OIM
1252
Opus Investment Management
Massachusetts
$4.22M – – –
AIP
1253
Ameritas Investment Partners
Nebraska
$4.22M -$77.2K -739 -2%
DIP
1254
DT Investment Partners
Pennsylvania
$4.21M -$335K -3,208 -7%
FWC
1255
First Washington Corp
Washington
$4.2M – – –
GWMIA
1256
Global Wealth Management Investment Advisory
Florida
$4.2M +$164K +1,571 +4%
NAS
1257
Nicolet Advisory Services
Wisconsin
$4.19M +$7.77K +74 +0.2%
HW
1258
Hedeker Wealth
Illinois
$4.19M +$447K +4,275 +12%
OFG
1259
Oxford Financial Group
Indiana
$4.19M +$36.9K +353 +0.9%
UAM
1260
Unison Asset Management
Florida
$4.19M +$434K +4,150 +12%
UF
1261
Univest Financial
Pennsylvania
$4.19M -$344K -3,289 -8%
UFG
1262
United Fire Group
Iowa
$4.18M – – –
MLIC
1263
Mandatum Life Insurance Company
Finland
$4.18M – – –
MMG
1264
Monetary Management Group
Missouri
$4.18M -$41.8K -400 -1%
SFP
1265
Shepherd Financial Partners
Massachusetts
$4.18M +$86.2K +825 +2%
AG
1266
Ascent Group
Virginia
$4.17M +$214K +1,701 +5%
MHS
1267
M Holdings Securities
Oregon
$4.17M -$26.7K -256 -0.6%
CWM
1268
Chronos Wealth Management
Florida
$4.16M +$8.99K +86 +0.2%
NC
1269
NewSquare Capital
Pennsylvania
$4.15M +$230K +2,205 +6%
HI
1270
Harbour Investments
Wisconsin
$4.15M – – –
CIG
1271
Consolidated Investment Group
Colorado
$4.15M – – –
WPIC
1272
White Pine Investment Company
Michigan
$4.14M -$88.2K -844 -2%
PWS
1273
Peterson Wealth Services
Utah
$4.13M +$360K +3,444 +10%
KA
1274
Kintegral Advisory
New York
$4.12M – – –
TI
1275
tru Independence
Oregon
$4.11M +$197K +1,887 +5%
49 50
51
52 53