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 %
EP
1701
Eudaimonia Partners
Tennessee
$2.34M -$2.54M -24,271 -52%
TA
1702
Tiedemann Advisors
New York
$2.34M -$66.5K -637 -3%
BBNA
1703
Bremer Bank National Association
Minnesota
$2.34M -$414K -3,962 -15%
5L
1704
55I LLC
Massachusetts
$2.33M +$1.03M +9,897 +80%
GEA
1705
Glen Eagle Advisors
New Jersey
$2.33M -$471K -4,512 -17%
OF
1706
Outfitter Financial
Maine
$2.32M +$99.3K +950 +4%
IFPG
1707
Intrepid Financial Planning Group
Indiana
$2.32M +$9.82K +94 +0.4%
CWM
1708
C2C Wealth Management
Arizona
$2.31M -$13.2K -117 -0.6%
RP
1709
Rowlandmiller & Partners
Georgia
$2.31M +$82.5K +789 +4%
PWA
1710
Phoenix Wealth Advisors
North Carolina
$2.3M -$6.9K -66 -0.3%
CB
1711
CNB Bank
Pennsylvania
$2.3M +$69.9K +669 +3%
SOAMC
1712
Spirit of America Management Corp
New York
$2.3M – – –
RCM
1713
RB Capital Management
Nevada
$2.29M +$210K +2,008 +10%
YIA
1714
YHB Investment Advisors
Connecticut
$2.29M +$20.4K +195 +0.9%
PP
1715
Pacifica Partners
Canada
$2.29M -$38.6K -354 -2%
SWA
1716
SOA Wealth Advisors
New York
$2.29M +$8.46K +81 +0.4%
SAM
1717
Sawgrass Asset Management
Florida
$2.27M -$37.3K -357 -2%
APWM
1718
Atlas Private Wealth Management
New York
$2.27M +$72.7K +696 +3%
CCM
1719
Carderock Capital Management
Maryland
$2.27M -$1.81M -17,304 -44%
ADIM
1720
Alpha DNA Investment Management
Maryland
$2.27M +$2.27M +21,677 New
RIG
1721
Roosevelt Investment Group
New York
$2.26M -$56.4K -540 -2%
AIS
1722
American Investment Services
Massachusetts
$2.26M +$1.94M +18,573 +617%
GA
1723
Greytown Advisors
Florida
$2.25M -$28.6K -274 -1%
KS
1724
Karpas Strategies
Connecticut
$2.25M +$8.36K +80 +0.4%
ACP
1725
Ashfield Capital Partners
California
$2.25M – – –
67 68
69
70 71