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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 %
WAS
1651
Winch Advisory Services
Wisconsin
$2.49M -$17.2K -165 -0.7%
STA
1652
Summit Trail Advisors
New York
$2.49M -$125K -1,196 -5%
IMC Chicago
1653
IMC Chicago
Illinois
$2.48M -$4.34M -41,566 -64%
CA
1654
Continuum Advisory
Idaho
$2.48M +$2.18K +44 +0.1%
BL
1655
Balentine LLC
Georgia
$2.48M -$1.03M -9,820 -29%
HWA
1656
HCR Wealth Advisors
California
$2.48M -$29.8K -285 -1%
FCA
1657
FLC Capital Advisors
California
$2.47M -$197K -1,884 -7%
AIA
1658
Armor Investment Advisors
North Carolina
$2.47M +$200K +1,918 +9%
NPA
1659
Nichols & Pratt Advisers
Massachusetts
$2.47M +$48.3K +462 +2%
MAM
1660
Mystic Asset Management
Rhode Island
$2.46M +$47K +450 +2%
BC
1661
Burney Company
Virginia
$2.46M -$25.6K -245 -1%
XSC
1662
X-Square Capital
Puerto Rico
$2.46M +$17.7K +169 +0.7%
WOC
1663
West Oak Capital
California
$2.46M +$79.6K +762 +3%
WR
1664
WD Rutherford
Oregon
$2.45M -$36.6K -350 -1%
GCM
1665
Gables Capital Management
Florida
$2.45M -$10.5K -100 -0.4%
SIG
1666
Sargent Investment Group
Maryland
$2.44M +$3.68K +34 +0.2%
SIM
1667
Studio Investment Management
Illinois
$2.44M +$280K +2,683 +13%
H6H
1668
Hightower 6M Holding
Kansas
$2.43M +$2.43M +23,276 New
GF
1669
Gries Financial
Ohio
$2.43M +$894K +8,554 +58%
PP
1670
Pegasus Partners
Wisconsin
$2.43M -$44K -421 -2%
MA
1671
Modus Advisors
Minnesota
$2.42M +$53.3K +510 +2%
Parallax Volatility Advisers
1672
Parallax Volatility Advisers
California
$2.42M -$7.75M -74,189 -76%
SLT
1673
St Louis Trust
Missouri
$2.42M – – –
KWA
1674
KCS Wealth Advisory
California
$2.41M +$485K +4,644 +25%
ATC
1675
Adirondack Trust Company
New York
$2.41M +$98.8K +946 +4%
65 66
67
68 69