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 %
VWA
1576
V Wealth Advisors
Kansas
$2.74M -$545K -5,218 -17%
HA
1577
Harbor Advisors
Florida
$2.73M – – –
MVA
1578
Mount Vernon Associates
Maryland
$2.73M +$4.18K +40 +0.2%
EWA
1579
EverSource Wealth Advisors
Alabama
$2.73M +$902K +8,632 +49%
AIS
1580
AM Investment Strategies
Tennessee
$2.73M -$7.11K -68 -0.3%
STC
1581
Sarah T. Connolly
$2.73M +$218K +2,083 +9%
LSWM
1582
Lorne Steinberg Wealth Management
Canada
$2.73M +$2.27M +21,686 +494%
WG
1583
Winton Group
United Kingdom
$2.72M +$762K +7,292 +39%
SSI
1584
Scott & Selber Inc
Texas
$2.72M +$4.7K +45 +0.2%
AWM
1585
Accurate Wealth Management
Florida
$2.71M +$851K +5,493 +46%
SG
1586
Stonnington Group
California
$2.71M +$1.44M +12,355 +113%
JSL
1587
JT Stratford LLC
Georgia
$2.71M -$153K -1,464 -5%
RAM
1588
Roanoke Asset Management
New Jersey
$2.71M -$45K -431 -2%
CFGS
1589
Concourse Financial Group Securities
Alabama
$2.68M +$57.8K +553 +2%
PTP
1590
Platform Technology Partners
New York
$2.68M +$76.4K +731 +3%
GSB
1591
Greenfield Savings Bank
Massachusetts
$2.67M -$33.9K -324 -1%
EBT
1592
Enterprise Bank & Trust
Massachusetts
$2.67M +$14.4K +138 +0.5%
JWCA
1593
J.W. Coons Advisors
Ohio
$2.67M +$137K +1,307 +5%
LHC
1594
Little House Capital
Massachusetts
$2.67M +$378K +3,618 +16%
TFA
1595
Transamerica Financial Advisors
Florida
$2.67M +$702K +6,718 +36%
SWA
1596
Sutton Wealth Advisors
Florida
$2.66M +$55.7K +533 +2%
WWA
1597
WC Walker & Associates
California
$2.66M -$61.8K -498 -2%
MC
1598
Mathes Company
New York
$2.66M -$10.5K -100 -0.4%
CAG
1599
Csenge Advisory Group
Florida
$2.66M +$36.8K +352 +1%
ACM
1600
Alta Capital Management
Utah
$2.65M +$774K +7,406 +41%
62 63
64
65 66