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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 %
LJAC
1601
L.J. Altfest & Co
New York
$2.65M +$2.72K +26 +0.1%
AW
1602
ACG Wealth
Georgia
$2.65M -$26K -249 -1%
HCM
1603
Hudson Capital Management
New Jersey
$2.65M +$294K +2,814 +12%
RFN
1604
RDA Financial Network
Iowa
$2.65M +$39K +373 +1%
GBT
1605
Grove Bank & Trust
Florida
$2.63M -$4.81K -46 -0.2%
TPM
1606
Triasima Portfolio Management
Quebec, Canada
$2.63M – – –
AL
1607
Aspiriant LLC
California
$2.63M +$102K +980 +4%
GCA
1608
Gradient Capital Advisors
California
$2.62M +$175K +1,676 +7%
CWP
1609
CFM Wealth Partners
Texas
$2.62M +$320K +3,060 +14%
GWM
1610
GSB Wealth Management
Connecticut
$2.62M -$28.4K -272 -1%
CWA
1611
Clarity Wealth Advisors
California
$2.62M +$251K +2,403 +11%
EML
1612
Eos Management LP
New York
$2.61M -$105K -1,000 -4%
LIP
1613
Liontrust Investment Partners
United Kingdom
$2.61M – – –
OBGC
1614
O'Brien Greene & Co
Pennsylvania
$2.61M +$1.79M +17,110 +217%
BFC
1615
Blue Fin Capital
Rhode Island
$2.61M +$136K +1,298 +5%
FPAS
1616
Focus Partners Advisor Solutions
Missouri
$2.61M +$684K +6,547 +36%
LRPA
1617
L. Roy Papp & Associates
Arizona
$2.6M -$10.4K -100 -0.4%
IRAG
1618
Investment Research & Advisory Group
Georgia
$2.6M +$143K +1,366 +6%
VA
1619
Valmark Advisers
Ohio
$2.6M -$11K -105 -0.4%
VI
1620
Versor Investments
New York
$2.6M -$304K -2,911 -10%
BOS
1621
Bank of Stockton
California
$2.6M +$2.93K +28 +0.1%
EWM
1622
EPG Wealth Management
Georgia
$2.6M +$263K +2,518 +11%
SCI
1623
S&CO Inc
Massachusetts
$2.59M – – –
CWAG
1624
Compton Wealth Advisory Group
Virginia
$2.59M -$287K -2,750 -10%
BCM
1625
Blume Capital Management
California
$2.59M -$2.61K -25 -0.1%
63 64
65
66 67