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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 %
MCM
1476
MV Capital Management
Maryland
$3.13M +$460K +4,402 +17%
MBT
1477
Montecito Bank & Trust
California
$3.12M -$495K -4,738 -14%
WC
1478
Weil Company
California
$3.12M +$126K +1,202 +4%
LRWA
1479
Long Run Wealth Advisors
New York
$3.12M +$777K +7,431 +33%
LFA
1480
Lauterbach Financial Advisors
Texas
$3.12M -$105K -1,007 -3%
IA
1481
IFG Advisory
Georgia
$3.12M +$970K +9,280 +45%
KJHP
1482
K.J. Harrison & Partners
Ontario, Canada
$3.12M -$604K -5,200 -16%
ZCI
1483
Zevenbergen Capital Investments
Washington
$3.11M +$107K +1,020 +4%
HA
1484
Herold Advisors
New York
$3.11M +$71K +679 +2%
ANB
1485
Amarillo National Bank
Texas
$3.11M +$15.2K +145 +0.5%
SACTSONJ
1486
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.1M – – –
AB
1487
Atlas Brown
Kentucky
$3.1M +$112K +1,071 +4%
LC
1488
Lindbrook Capital
California
$3.1M +$151K +1,441 +5%
CNC
1489
Citizens & Northern Corp
Pennsylvania
$3.1M +$7K +67 +0.2%
BOPW
1490
Brandywine Oak Private Wealth
Pennsylvania
$3.07M -$49K -469 -2%
HCM
1491
Hengehold Capital Management
Ohio
$3.07M +$78K +746 +3%
WBC
1492
West Branch Capital
Massachusetts
$3.06M -$1.78K -17 -0.1%
VNA
1493
Valley National Advisers
Pennsylvania
$3.06M +$366K +3,079 +14%
RIA
1494
Regal Investment Advisors
Michigan
$3.06M -$27.8K -266 -0.9%
DIA
1495
Dean Investment Associates
Ohio
$3.05M +$2.44M +23,317 +395%
MA
1496
McBroom & Associates
Nevada
$3.05M -$107K -1,025 -3%
OPA
1497
Old Port Advisors
Maine
$3.05M +$28.3K +256 +0.9%
WP
1498
WealthSource Partners
California
$3.04M -$217K -2,077 -7%
LTI
1499
Laffer Tengler Investments
Tennessee
$3.03M +$195K +1,863 +7%
SMI
1500
Shelter Mutual Insurance
Missouri
$3.03M – – –
58 59
60
61 62