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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 %
LC
1401
Lincoln Capital
Nebraska
$3.47M +$941 +9 +0%
MCM
1402
Monarch Capital Management
Indiana
$3.47M -$9.09K -87 -0.3%
SWM
1403
SeaCrest Wealth Management
New York
$3.46M -$1.15K -11 -0%
LWM
1404
Laidlaw Wealth Management
New York
$3.46M +$14.2K +136 +0.4%
CIP
1405
Capital Insight Partners
Arizona
$3.46M +$57.2K +547 +2%
ACG
1406
Allen Capital Group
Nebraska
$3.43M +$237K +2,269 +7%
ICM
1407
Invenomic Capital Management
Massachusetts
$3.43M +$3.43M +32,847 New
TPA
1408
Trivium Point Advisory
Connecticut
$3.43M +$216 +2 +0%
PG
1409
Patten Group
Tennessee
$3.42M -$17.3K -163 -0.5%
RI
1410
Redwood Investments
Massachusetts
$3.42M -$152K -1,450 -4%
CSPAM
1411
Cary Street Partners Asset Management
Virginia
$3.41M +$116K +1,113 +4%
PP
1412
PDS Planning
Ohio
$3.41M +$70.2K +672 +2%
SWM
1413
Spire Wealth Management
Virginia
$3.41M -$2.99M -28,566 -47%
CG
1414
Caprock Group
Idaho
$3.41M +$101K +969 +3%
MW
1415
Marcum Wealth
Ohio
$3.41M +$114K +1,094 +3%
BBWA
1416
Bell & Brown Wealth Advisors
California
$3.4M -$36.6K -350 -1%
AW
1417
Apricus Wealth
South Carolina
$3.4M +$179K +1,715 +6%
MIM
1418
MTM Investment Management
South Carolina
$3.4M +$55.9K +535 +2%
FAP
1419
Financial Advisory Partners
Florida
$3.4M +$33.1K +317 +1%
WCA
1420
Westover Capital Advisors
Delaware
$3.4M -$8.99K -86 -0.3%
FLI
1421
Family Legacy Inc
South Carolina
$3.39M +$46.8K +448 +1%
BFA
1422
Bill Few Associates
Pennsylvania
$3.39M +$19.3K +185 +0.6%
EWA
1423
Exencial Wealth Advisors
Oklahoma
$3.38M -$224K -2,140 -6%
WE
1424
Wealth Effects
Massachusetts
$3.38M +$18.7K +179 +0.6%
SAM
1425
Synergy Asset Management
Washington
$3.38M +$3.38M +32,295 New
55 56
57
58 59