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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 %
RBC
1426
Romano Brothers & Co
Illinois
$3.36M +$3.36M +32,155 New
CAAS
1427
Capital Asset Advisory Services
Michigan
$3.36M +$182K +1,743 +6%
CM
1428
Churchill Management
California
$3.34M -$2.02M -19,285 -38%
HPIA
1429
Hamilton Point Investment Advisors
North Carolina
$3.34M +$106K +1,012 +3%
FC
1430
Forte Capital
New York
$3.34M -$31.5K -301 -0.9%
VNIM
1431
Vaughan Nelson Investment Management
Texas
$3.33M – – –
RWM
1432
RBA Wealth Management
California
$3.33M +$88.4K +846 +3%
JWCA
1433
J.W. Cole Advisors
Florida
$3.33M +$91.2K +873 +3%
BO
1434
Bank OZK
Arkansas
$3.32M +$10K +96 +0.3%
LDB
1435
Lee, Danner & Bass
Tennessee
$3.32M -$15.6K -149 -0.5%
VF
1436
Virtu Financial
New York
$3.32M +$1.7M +16,303 +106%
CA
1437
Claro Advisors
Massachusetts
$3.31M – – –
TAM
1438
Townsend Asset Management
North Carolina
$3.31M -$126K -1,203 -4%
DPIM
1439
Duff & Phelps Investment Management
Illinois
$3.31M – – –
LBC
1440
Lawrence B. Cohen
$3.31M +$45.8K +438 +1%
SWM
1441
Scissortail Wealth Management
Oklahoma
$3.29M +$412K +3,241 +14%
LI
1442
Lafayette Investments
Maryland
$3.29M -$154K -1,477 -4%
IAMOG
1443
Investors Asset Management of Georgia
Georgia
$3.29M +$61.9K +592 +2%
HNW
1444
High Note Wealth
Minnesota
$3.29M -$20.2K -162 -0.6%
SCM
1445
Silvant Capital Management
Georgia
$3.28M -$28.6K -274 -0.9%
FHA
1446
Flagship Harbor Advisors
Massachusetts
$3.28M +$75.3K +721 +2%
CPC
1447
Consolidated Planning Corp
Georgia
$3.28M -$12.2K -117 -0.4%
AAS
1448
Ameritas Advisory Services
Nebraska
$3.28M +$61.7K +590 +2%
CT
1449
Clearstead Trust
Maine
$3.28M +$390K +3,737 +14%
SGCA
1450
Steel Grove Capital Advisors
Tennessee
$3.27M +$58.7K +562 +2%
56 57
58
59 60