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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 %
CL
1276
CSS LLC
Illinois
$4.09M +$538K +5,152 +15%
MBTD
1277
Mechanics Bank - Trust Department
California
$4.08M -$22.2K -212 -0.5%
ADL
1278
Asset Dedication LLC
California
$4.08M -$199K -1,910 -5%
SGI
1279
Summit Global Investments
Utah
$4.07M +$500K +4,787 +14%
OPS
1280
Orion Portfolio Solutions
Nebraska
$4.07M +$1.04M +9,988 +35%
BO
1281
BRR OpCo
Ohio
$4.06M -$58.4K -559 -1%
PA
1282
Procyon Advisors
Connecticut
$4.05M +$164K +1,572 +4%
AWA
1283
Arkadios Wealth Advisors
Georgia
$4.05M +$1.02M +9,732 +33%
CCFP
1284
Charles Carroll Financial Partners
Massachusetts
$4.05M -$199K -1,900 -5%
CT
1285
Colonial Trust
South Carolina
$4.03M +$4.03M +38,586 New
KOCAA
1286
Knights of Columbus Asset Advisors
Connecticut
$4.03M -$970K -9,286 -19%
PWMAG
1287
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M +$69.4K +664 +2%
SCP
1288
Sandhill Capital Partners
New York
$4.03M +$74.7K +715 +2%
CWS
1289
Confluence Wealth Services
Pennsylvania
$4.02M +$4.02M +38,433 New
MFG
1290
Magnus Financial Group
New York
$4.02M +$166K +1,585 +4%
TFS
1291
TrustCore Financial Services
Tennessee
$4.01M +$151K +1,441 +4%
AAMA
1292
Advanced Asset Management Advisors
Ohio
$4M +$105 +1 +0%
MIAN
1293
Mariner Independent Advisor Network
Kansas
$4M -$1.11M -10,582 -22%
AT
1294
Arden Trust
Delaware
$3.99M -$340K -3,258 -8%
FC
1295
Fusion Capital
South Carolina
$3.99M +$34.4K +329 +0.9%
CAL
1296
Capital Analysts LLC
Pennsylvania
$3.99M +$147K +1,407 +4%
SIMM
1297
Stillwater Investment Management (Minnesota)
Minnesota
$3.98M +$34.8K +333 +0.9%
SCM
1298
Sitrin Capital Management
California
$3.98M -$65.7K -629 -2%
UWM
1299
Udine Wealth Management
Florida
$3.98M +$841K +8,043 +27%
WAM
1300
Werlinich Asset Management
Connecticut
$3.98M – – –
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