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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 %
CWM
1326
Chemistry Wealth Management
New York
$3.83M -$28.1K -269 -0.7%
BWL
1327
Bogart Wealth LLC
Virginia
$3.82M +$743K +7,107 +24%
SSW
1328
Stone Summit Wealth
Florida
$3.81M +$256K +2,450 +7%
MFG
1329
MidWestOne Financial Group
Iowa
$3.81M -$3.34K -32 -0.1%
AWA
1330
Arete Wealth Advisors
Illinois
$3.8M +$720K +6,892 +23%
BS
1331
Bessemer Securities
New York
$3.8M -$52.5K -502 -1%
CCT
1332
Chemung Canal Trust
New York
$3.8M -$3.24K -31 -0.1%
CTC (Chicago Trading Company)
1333
CTC (Chicago Trading Company)
Illinois
$3.8M +$3.8M +36,316 New
LFA
1334
Legacy Financial Advisors
Kentucky
$3.79M +$97.7K +935 +3%
CCM
1335
Coerente Capital Management
Ontario, Canada
$3.79M -$23.5K -225 -0.6%
CI
1336
Cigna Investments
Connecticut
$3.78M -$191K -1,824 -5%
VMPIC
1337
Varma Mutual Pension Insurance Co
Finland
$3.78M – – –
ECM
1338
Exchange Capital Management
Michigan
$3.77M -$64.1K -613 -2%
DGAM
1339
Desjardins Global Asset Management
Quebec, Canada
$3.77M -$765K -7,323 -17%
BWM
1340
BerganKDV Wealth Management
Minnesota
$3.76M +$217K +2,079 +6%
SNB
1341
Security National Bank
Nebraska
$3.76M +$437K +4,181 +13%
CIAS
1342
Capital Investment Advisory Services
North Carolina
$3.76M +$245K +2,341 +7%
VRM
1343
Vectors Research Management
New York
$3.76M -$117K -1,121 -3%
CPO
1344
Cerity Partners OCIO
New York
$3.76M +$118K +1,126 +3%
DSC
1345
Duncker Streett & Co
Missouri
$3.75M -$32.8K -314 -0.9%
BA
1346
Baugh & Associates
Georgia
$3.75M -$4.91K -47 -0.1%
BONH
1347
Bank of New Hampshire
New Hampshire
$3.75M -$80.3K -768 -2%
DDC
1348
DF Dent & Co
Maryland
$3.74M +$203K +1,946 +6%
FFN
1349
Focus Financial Network
Minnesota
$3.74M -$49.6K -475 -1%
CSA
1350
Cottage Street Advisors
Massachusetts
$3.73M +$3.03K +29 +0.1%
52 53
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