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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 %
AWE
1751
Avidian Wealth Enterprises
Texas
$2.18M -$148K -1,415 -6%
WWA
1752
WCG Wealth Advisors
Nevada
$2.17M -$251K -2,002 -10%
ST
1753
Sentinel Trust
Texas
$2.17M -$56.2K -538 -3%
CCA
1754
Cobblestone Capital Advisors
New York
$2.17M -$37.5K -359 -2%
SIM
1755
Sentry Investment Management
Wisconsin
$2.17M +$70K +670 +3%
SCM
1756
Seascape Capital Management
New Hampshire
$2.17M +$59.5K +569 +3%
BWM
1757
BCGM Wealth Management
Indiana
$2.17M +$112K +884 +5%
BP
1758
BBR Partners
New York
$2.16M -$583K -5,575 -21%
FPB
1759
First PREMIER Bank
South Dakota
$2.16M +$5.22K +50 +0.2%
MFA
1760
Mayflower Financial Advisors
Massachusetts
$2.16M -$150K -1,434 -6%
RFMS
1761
RWQ Financial Management Services
Florida
$2.16M -$93.2K -892 -4%
IIC
1762
Ironwood Investment Counsel
Arizona
$2.16M +$141K +1,351 +7%
WP
1763
WMS Partners
Maryland
$2.15M +$56.4K +540 +3%
TC
1764
Titleist Capital
Texas
$2.15M -$8.36K -80 -0.4%
FUBT
1765
First United Bank & Trust
Maryland
$2.13M -$81.5K -780 -4%
HIP
1766
HUB Investment Partners
Texas
$2.13M +$50.1K +479 +2%
DBIA
1767
Dumont & Blake Investment Advisors
New Jersey
$2.13M +$69.1K +661 +3%
DMKJ
1768
David M. Knott Jr
$2.13M – – –
AIA
1769
Affinity Investment Advisors
California
$2.13M -$12.6K -121 -0.6%
ODG
1770
O'Dell Group
Ohio
$2.13M +$28.8K +276 +1%
TIA
1771
Tiemann Investment Advisors
California
$2.12M -$577K -5,520 -21%
PCG
1772
Prosperity Consulting Group
Maryland
$2.12M +$49.5K +474 +2%
CAC
1773
Certified Advisory Corp
Florida
$2.12M +$59.9K +573 +3%
S
1774
Seeyond
France
$2.12M +$120K +1,151 +6%
LWIC
1775
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.11M +$709K +6,790 +51%
69 70
71
72 73