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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 %
NL
1676
NVWM LLC
Pennsylvania
$2.4M +$75.8K +725 +3%
EWM
1677
Evermay Wealth Management
Virginia
$2.4M +$20.3K +194 +0.9%
BDF
1678
Balasa Dinverno & Foltz
$2.39M +$135K +1,291 +6%
PPWP
1679
Proquility Private Wealth Partners
Nevada
$2.39M +$132K +1,263 +6%
T
1680
TCWP
Ohio
$2.39M +$324K +3,102 +16%
NSB
1681
Norway Savings Bank
Maine
$2.38M +$5.75K +55 +0.2%
WCM
1682
Wunderlich Capital Managemnt
Tennessee
$2.38M +$62.1K +594 +3%
GIM
1683
Guardian Investment Management
California
$2.38M +$418K +4,000 +21%
LCM
1684
Leisure Capital Management
California
$2.38M +$62.7K +600 +3%
ITIM
1685
Indiana Trust & Investment Management
Indiana
$2.37M +$2.3K +22 +0.1%
LCM
1686
Liberty Capital Management
Michigan
$2.37M -$9.4K -90 -0.4%
EL
1687
EMFO LLC
Florida
$2.37M +$576K +5,508 +32%
UHC
1688
Union Heritage Capital
Michigan
$2.36M – – –
FFA
1689
Founders Financial Alliance
North Carolina
$2.36M +$110K +1,052 +5%
NCM
1690
NCM Capital Management
New Jersey
$2.36M -$6.58K -63 -0.3%
QI
1691
Qtron Investments
Massachusetts
$2.35M -$104K -998 -4%
CH
1692
Canton Hathaway
Rhode Island
$2.35M -$10.5K -100 -0.4%
VFA
1693
Voya Financial Advisors
Connecticut
$2.35M -$106 -1 -0%
ESB
1694
Essex Savings Bank
Connecticut
$2.35M +$65.8K +630 +3%
V
1695
VeraBank
Texas
$2.35M -$16.3K -156 -0.7%
PCM
1696
Pentwater Capital Management
Florida
$2.35M +$836K +8,000 +55%
TCM
1697
Tandem Capital Management
New Jersey
$2.35M +$3.06K +25 +0.1%
RFA
1698
Resurgent Financial Advisors
Georgia
$2.35M +$206K +1,971 +10%
FWP
1699
FAS Wealth Partners
Kansas
$2.35M +$322K +3,078 +16%
BMC
1700
Beaton Management Company
Massachusetts
$2.35M -$3.66K -35 -0.2%
66 67
68
69 70