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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 %
AFM
1376
Abbot Financial Management
Massachusetts
$3.59M -$766K -7,332 -18%
BFPW
1377
BOK Financial Private Wealth
Colorado
$3.59M -$1.57K -15 -0%
CAM
1378
Close Asset Management
United Kingdom
$3.58M -$167K -1,599 -4%
WANY
1379
Wealthspire Advisors (New York)
New York
$3.57M +$22.3K +213 +0.6%
JFGIW
1380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.56M -$1.32M -11,148 -27%
TA
1381
TFG Advisers
Michigan
$3.56M +$33.6K +322 +1%
HZ
1382
Hixon Zuercher
Ohio
$3.55M +$294K +2,818 +9%
EGA
1383
E&G Advisors
Texas
$3.55M -$70.6K -676 -2%
SFS
1384
Strategic Financial Services
New York
$3.54M -$46.4K -444 -1%
BJL
1385
Brighton Jones LLC
Washington
$3.54M +$17K +163 +0.5%
BPM
1386
Bowling Portfolio Management
Ohio
$3.54M -$793K -7,584 -18%
MM
1387
Meridian Management
Arkansas
$3.53M +$57.4K +549 +2%
DAC
1388
Dividend Assets Capital
South Carolina
$3.53M +$954K +9,132 +37%
SF
1389
Summit Financial
New Jersey
$3.53M +$319K +3,050 +10%
SCM
1390
SOL Capital Management
Maryland
$3.52M +$54.3K +520 +2%
SS
1391
Simplicity Solutions
Minnesota
$3.52M +$435K +4,158 +14%
AIM
1392
AHL Investment Management
Florida
$3.52M +$117K +1,120 +3%
WLPWM
1393
Walled Lake Planning & Wealth Management
Illinois
$3.52M +$128K +1,227 +4%
PPW
1394
Parcion Private Wealth
Washington
$3.51M +$275K +2,635 +9%
MMPW
1395
Mitchell McLeod Pugh & Williams
Alabama
$3.5M +$96.4K +923 +3%
HL
1396
HeadInvest LLC
Maine
$3.5M -$65.9K -631 -2%
NAM
1397
NTV Asset Management
West Virginia
$3.5M +$1.67K +16 +0%
PB
1398
Pinnacle Bancorp
Nebraska
$3.49M +$5.12K +49 +0.1%
AAS
1399
Annex Advisory Services
Wisconsin
$3.48M -$73.7K -705 -2%
TAM
1400
Trust Asset Management
Texas
$3.48M +$230K +2,198 +7%
54 55
56
57 58