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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 %
CGL
1301
Clarius Group LLC
Washington
$3.97M +$181K +1,732 +5%
RMSCM
1302
R.M. Sincerbeaux Capital Management
New York
$3.96M – – –
CF
1303
Concorde Financial
Texas
$3.96M +$26.1K +250 +0.7%
HCM
1304
Huber Capital Management
California
$3.96M -$83.2K -796 -2%
QCG
1305
Quadrant Capital Group
Ohio
$3.96M +$362K +3,461 +10%
SFA
1306
Source Financial Advisors
New York
$3.95M -$14.5K -139 -0.4%
SWP
1307
Strategic Wealth Partners
Ohio
$3.95M +$111K +1,064 +3%
EM
1308
Excalibur Management
Massachusetts
$3.95M +$88.9K +851 +2%
HCA
1309
Horan Capital Advisors
Ohio
$3.95M +$68K +651 +2%
FCMT
1310
Founders Capital Management (Texas)
Texas
$3.95M +$99.6K +953 +3%
RWA
1311
Roberts Wealth Advisors
California
$3.95M +$1.38M +12,802 +54%
CCA
1312
Checchi Capital Advisers
California
$3.92M -$133K -1,274 -3%
BRM
1313
Boston Research & Management
Massachusetts
$3.92M +$344K +3,295 +10%
MP
1314
MSD Partners
New York
$3.92M – – –
AWM
1315
Avior Wealth Management
Nebraska
$3.92M +$44.9K +430 +1%
FBC
1316
Fairfield, Bush & Co
Connecticut
$3.9M -$274K -2,620 -7%
BBA
1317
Baader Bank Aktiengesellschaft
Germany
$3.9M +$334K +3,200 +9%
TPWA
1318
TRUE Private Wealth Advisors
Oregon
$3.9M +$403K +3,857 +12%
LSV Asset Management
1319
LSV Asset Management
Illinois
$3.9M – – –
CCM
1320
CAAS Capital Management
New York
$3.9M +$2.48M +23,721 +175%
CCB
1321
Country Club Bank
Missouri
$3.87M +$267K +2,518 +7%
IA
1322
Icon Advisers
Colorado
$3.86M -$1.89M -18,053 -33%
KCPG
1323
Kavar Capital Partners Group
Kansas
$3.85M +$203K +1,945 +6%
SAI
1324
Systematic Alpha Investments
New Jersey
$3.85M – – –
NWM
1325
NEIRG Wealth Management
Massachusetts
$3.84M -$123K -1,177 -3%
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