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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 %
RWB
1626
RMR Wealth Builders
New Jersey
$2.58M +$39.6K +379 +2%
UCI
1627
Uncommon Cents Investing
Wisconsin
$2.58M +$536K +5,125 +26%
MCWS
1628
McKinley Carter Wealth Services
West Virginia
$2.58M +$2.4K +23 +0.1%
BWM
1629
Bulltick Wealth Management
Florida
$2.58M +$54.7K +523 +2%
FNBOMD
1630
First National Bank of Mount Dora
Florida
$2.58M +$933K +8,933 +57%
SP
1631
SWS Partners
Ohio
$2.57M +$59.4K +568 +2%
ECM
1632
Elgethun Capital Management
South Dakota
$2.57M +$361K +3,454 +16%
YWP
1633
YorkBridge Wealth Partners
New York
$2.56M -$253K -2,423 -9%
FBT
1634
First Bankers Trust
Kentucky
$2.56M -$132K -1,263 -5%
AAF
1635
Andra AP-fonden
Sweden
$2.56M +$272K +2,600 +12%
GLA
1636
Great Lakes Advisors
Illinois
$2.56M -$65.5K -627 -2%
MS
1637
Maven Securities
Jersey
$2.56M +$1.17M +11,181 +84%
CT
1638
Columbia Trust
Oregon
$2.55M +$81.7K +782 +3%
MWM
1639
Mission Wealth Management
California
$2.55M +$40.1K +384 +2%
CFMC
1640
Curbstone Financial Management Corp
New Hampshire
$2.54M +$33K +316 +1%
RCAG
1641
Rehmann Capital Advisory Group
Michigan
$2.54M +$115K +1,100 +5%
CAM
1642
Chou Associates Management
Ontario, Canada
$2.54M – – –
MFC
1643
Mechanics Financial Corp
Ohio
$2.54M -$39.7K -380 -2%
TW
1644
TrinityPoint Wealth
Connecticut
$2.53M -$1.26M -12,104 -33%
FMTCOCP
1645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.52M +$20.8K +199 +0.8%
RGI
1646
River Global Investors
United Kingdom
$2.52M +$191K +1,830 +8%
AIC
1647
Argus Investors Counsel
New York
$2.52M -$114K -1,090 -4%
PBC
1648
Pavion Blue Capital
California
$2.52M +$165K +1,583 +7%
HVP
1649
Hudson Value Partners
Florida
$2.51M -$140K -1,337 -5%
WPA
1650
Winning Points Advisors
Florida
$2.5M -$662K -6,130 -21%
64 65
66
67 68