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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 %
WA
1351
Wasatch Advisors
Utah
$3.73M +$105K +1,000 +3%
DCM
1352
Dupont Capital Management
Delaware
$3.73M -$3.66M -35,054 -50%
COI
1353
Connable Office Inc
Michigan
$3.72M -$85.5K -818 -2%
AF
1354
Advisornet Financial
Minnesota
$3.72M +$79.4K +760 +2%
AAM
1355
Augustine Asset Management
Florida
$3.72M +$58.8K +563 +2%
BKA
1356
Brick & Kyle Associates
Pennsylvania
$3.71M +$32.9K +313 +0.9%
CNAM
1357
Campbell Newman Asset Management
Wisconsin
$3.7M -$12M -114,639 -76%
AAM
1358
Aureus Asset Management
Massachusetts
$3.68M +$705K +6,746 +24%
Nomura Holdings
1359
Nomura Holdings
Japan
$3.67M +$2.3M +21,182 +168%
WTA
1360
Washington Trust Advisors
Massachusetts
$3.66M +$54.8K +524 +2%
BCM
1361
Buckhead Capital Management
Georgia
$3.66M -$43.8K -419 -1%
IAS
1362
IMA Advisory Services
Colorado
$3.65M -$231K -2,207 -6%
FPFS
1363
First Personal Financial Services
North Carolina
$3.64M +$83.9K +803 +2%
EAM
1364
Eagle Asset Management
Florida
$3.64M -$182K -1,741 -5%
ET
1365
Equitable Trust
Tennessee
$3.64M +$125K +1,200 +4%
BTI
1366
Blue Trust Inc
Georgia
$3.63M +$390K +3,466 +12%
FM
1367
Family Management
New York
$3.63M -$37.1K -355 -1%
CS
1368
Comerica Securities
Michigan
$3.62M +$11.7K +112 +0.3%
EL
1369
Essex LLC
Illinois
$3.62M +$15.8K +151 +0.4%
CNFG
1370
Creegan & Nassoura Financial Group
New Hampshire
$3.62M +$114K +1,095 +3%
GD
1371
Grandfield & Dodd
New York
$3.61M -$20.9K -200 -0.6%
JIP
1372
Jaffetilchin Investment Partners
Florida
$3.61M +$196K +1,872 +6%
AA
1373
Argent Advisors
Louisiana
$3.61M +$329K +3,144 +10%
HC
1374
HNP Capital
New York
$3.6M -$104K -992 -3%
B
1375
Brightworth
Georgia
$3.6M +$322K +3,085 +10%
53 54
55
56 57