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 %
SIA
1501
SeaBridge Investment Advisors
New Jersey
$3.03M -$41.6K -398 -1%
PCA
1502
Peddock Capital Advisors
Massachusetts
$3.02M +$19.9K +190 +0.7%
TL
1503
Tradewinds LLC
North Carolina
$3.02M +$237K +2,269 +9%
ZB
1504
Zions Bancorporation
Utah
$3.01M +$2.04M +19,552 +211%
AP
1505
Americana Partners
Texas
$3.01M -$94.5K -908 -3%
AWMT
1506
AAFMAA Wealth Management & Trust
North Carolina
$3.01M +$24.4K +234 +0.8%
PSB
1507
Piscataqua Savings Bank
New Hampshire
$2.99M +$54.7K +524 +2%
CFCI
1508
Comprehensive Financial Consultants Institutional
Indiana
$2.99M +$278K +2,397 +10%
RSS
1509
Rosenblum Silverman Sutton
California
$2.99M -$138K -1,317 -4%
DLG
1510
Daniel L. Goodwin
$2.98M +$52.3K +500 +2%
PCM
1511
Prana Capital Management
Connecticut
$2.98M +$2.98M +28,523 New
GC
1512
Giverny Capital
Quebec, Canada
$2.98M -$26.7M -255,638 -90%
MAM
1513
Montchanin Asset Management
Delaware
$2.97M +$28.7K +275 +1%
SAM
1514
Secure Asset Management
Michigan
$2.97M +$37.7K +361 +1%
MPIA
1515
Mountain Pacific Investment Advisers
Idaho
$2.97M -$64.8K -620 -2%
FMAEN1
1516
Fund Management at Engine No 1
California
$2.95M -$153K -1,460 -5%
WCM
1517
Wisconsin Capital Management
Wisconsin
$2.95M -$99.7K -954 -3%
HH
1518
Hilltop Holdings
Texas
$2.95M +$321K +3,070 +12%
SCM
1519
Salem Capital Management
Massachusetts
$2.94M +$10.5K +100 +0.4%
Koshinski Asset Management
1520
Koshinski Asset Management
Illinois
$2.94M +$228K +2,180 +8%
WP
1521
WealthShield Partners
North Carolina
$2.94M +$327K +3,132 +13%
SIAG
1522
Signet Investment Advisory Group
Rhode Island
$2.94M +$74.8K +716 +3%
MCC
1523
Money Concepts Capital
Florida
$2.94M +$1.69M +16,136 +135%
AIM
1524
Anchor Investment Management
South Carolina
$2.94M +$112K +1,071 +4%
ST
1525
Smithfield Trust
Pennsylvania
$2.93M -$459K -4,399 -14%
59 60
61
62 63