JPM icon

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 %
SB
1451
Strategic Blueprint
Georgia
$3.27M +$165K +1,580 +5%
CAM
1452
Centre Asset Management
New York
$3.26M -$12.8K -122 -0.4%
BMA
1453
Brooks Moore & Associates
Tennessee
$3.26M +$22K +211 +0.7%
NG
1454
NatWest Group
United Kingdom
$3.26M -$759K -7,259 -19%
BZWA
1455
Blue Zone Wealth Advisors
California
$3.25M -$6.9K -66 -0.2%
GAG
1456
GM Advisory Group
New York
$3.24M -$23.4K -224 -0.7%
AC
1457
Addison Capital
Pennsylvania
$3.24M -$523 -5 -0%
BCFS
1458
Butensky & Cohen Financial Security
Florida
$3.24M +$665K +6,363 +26%
CW
1459
CreativeOne Wealth
Kansas
$3.23M +$198K +1,896 +7%
SWA
1460
Stratos Wealth Advisors
Ohio
$3.23M -$1.78M -17,065 -36%
TSWM
1461
Triangle Securities Wealth Management
North Carolina
$3.23M -$57.3K -548 -2%
AM
1462
Account Management
Massachusetts
$3.22M -$30.3K -290 -0.9%
NPT
1463
Nixon Peabody Trust
Massachusetts
$3.19M -$1.83M -17,495 -36%
PG
1464
Pendal Group
Australia
$3.19M -$1.68M -16,112 -35%
PAM
1465
Pegasus Asset Management
New York
$3.19M -$41.4K -396 -1%
NF
1466
Nikulski Financial
Iowa
$3.19M +$57.8K +553 +2%
SSWM
1467
Sheets Smith Wealth Management
North Carolina
$3.19M +$422K +4,037 +15%
CPC
1468
Congress Park Capital
New York
$3.16M -$43.4K -415 -1%
BCM
1469
Brookmont Capital Management
Texas
$3.16M +$244K +2,331 +8%
KPW
1470
Kore Private Wealth
New York
$3.16M -$48.2K -461 -2%
QCM
1471
Quantinno Capital Management
New York
$3.15M +$1.03M +9,830 +48%
6CM
1472
683 Capital Management
New York
$3.14M +$3.14M +30,000 New
MFS
1473
Monetta Financial Services
Illinois
$3.14M – – –
AH
1474
Allen Holding
New York
$3.14M – – –
BL
1475
Bleichroeder LP
New York
$3.14M – – –
57 58
59
60 61