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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 %
ACM
1551
Altrius Capital Management
North Carolina
$2.84M -$475K -4,547 -14%
BWM
1552
BNC Wealth Management
Oregon
$2.84M -$204K -1,957 -7%
RCA
1553
Resonant Capital Advisors
Wisconsin
$2.84M -$74.9K -717 -3%
BTWM
1554
Baker Tilly Wealth Management
Wisconsin
$2.83M -$376K -3,602 -12%
TNBTD
1555
Trustmark National Bank Trust Department
Mississippi
$2.83M -$6.48K -62 -0.2%
CST
1556
Charles Schwab Trust
Nevada
$2.83M -$13K -124 -0.5%
CBA
1557
Coastal Bridge Advisors
Connecticut
$2.82M +$104 +1 +0%
BL
1558
BFSG LLC
California
$2.82M -$1.88K -18 -0.1%
DA
1559
DCM Advisors
New York
$2.81M -$121K -1,157 -4%
SS
1560
Sunbelt Securities
Texas
$2.8M +$34K +325 +1%
SCI
1561
Stableford Capital II
Arizona
$2.8M -$12.1K -99 -0.4%
NB
1562
Nicolet Bankshares
Wisconsin
$2.79M -$21.6K -207 -0.8%
NWM
1563
Northcape Wealth Management
New York
$2.78M +$473K +4,531 +20%
HCM
1564
Hodges Capital Management
Texas
$2.78M -$732K -7,009 -21%
SIC
1565
Shoker Investment Counsel
Ohio
$2.78M +$121K +1,162 +5%
MGWM
1566
Marks Group Wealth Management
Minnesota
$2.78M +$522K +4,996 +23%
EW
1567
Evoke Wealth
California
$2.77M +$109K +1,046 +4%
HCM
1568
Hall Capital Management
Rhode Island
$2.77M -$58.6K -561 -2%
IGWM
1569
ICA Group Wealth Management
Colorado
$2.77M -$3.76K -36 -0.1%
NL
1570
NWAM LLC
Washington
$2.77M +$119K +1,137 +4%
SFI
1571
SPC Financial Inc
Maryland
$2.76M +$52.8K +505 +2%
KA
1572
Kovack Advisors
Florida
$2.76M +$722K +6,910 +36%
AFA
1573
Arlington Financial Advisors
California
$2.75M -$76.2K -729 -3%
MSAM
1574
Moloney Securities Asset Management
Missouri
$2.75M +$49.7K +476 +2%
HI
1575
Hudock Inc
Pennsylvania
$2.75M -$72.9K -698 -3%
61 62
63
64 65