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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 %
DA
1526
Doliver Advisors
Texas
$2.93M -$172K -1,649 -6%
NP
1527
NorthRock Partners
Minnesota
$2.93M +$191K +1,831 +7%
SP
1528
Symmetry Partners
Connecticut
$2.93M -$364K -3,484 -11%
UBG
1529
United Bank (Georgia)
Georgia
$2.93M -$159K -1,517 -5%
SFG
1530
StrategIQ Financial Group
Indiana
$2.93M +$21.3K +204 +0.7%
AIM
1531
Athena Investment Management
California
$2.93M -$27.8K -266 -0.9%
DCM
1532
Delta Capital Management
New Jersey
$2.92M – – –
IBOK
1533
Independence Bank of Kentucky
Kentucky
$2.92M -$21.5K -206 -0.7%
TBNY
1534
Trustco Bank (New York)
New York
$2.91M -$51.5K -493 -2%
EC
1535
Enhancing Capital
Pennsylvania
$2.91M – – –
CWM
1536
Calamos Wealth Management
Illinois
$2.91M -$11.7K -112 -0.4%
MSA
1537
Marino Stram & Associates
Massachusetts
$2.9M +$86.8K +831 +3%
RSWM
1538
Robertson Stephens Wealth Management
California
$2.9M +$106K +1,010 +4%
MCC
1539
Malaga Cove Capital
California
$2.89M +$131K +1,256 +5%
BDS
1540
Banco de Sabadell
Florida
$2.89M +$26.7K +255 +0.9%
ATI
1541
Act Two Investors
California
$2.89M – – –
SW
1542
SkyOak Wealth
Michigan
$2.88M +$57K +545 +2%
GLA
1543
Good Life Advisors
Pennsylvania
$2.88M -$666K -6,372 -19%
PC
1544
Permanens Capital
New York
$2.87M -$1M -9,591 -26%
9WM
1545
9258 Wealth Management
Ohio
$2.87M -$158K -1,513 -5%
HKIM
1546
Hayek Kallen Investment Management
Alabama
$2.87M +$18.5K +177 +0.6%
FWM
1547
Fairhaven Wealth Management
Illinois
$2.86M +$56.4K +540 +2%
VWMG
1548
Virginia Wealth Management Group
Virginia
$2.86M +$600K +5,738 +27%
FBFS
1549
First Business Financial Services
Wisconsin
$2.86M +$156K +1,495 +6%
SIAP
1550
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.85M -$99.2K -949 -3%
60 61
62
63 64