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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 %
KFGK
1776
Keystone Financial Group (Kentucky)
Kentucky
$2.11M +$187K +1,787 +10%
PWA
1777
Providence Wealth Advisors
Illinois
$2.11M -$45.4K -347 -2%
SC
1778
Sawyer & Company
Massachusetts
$2.11M +$41K +392 +2%
VCAM
1779
Van Cleef Asset Management
Ohio
$2.11M +$2.82K +27 +0.1%
BHA
1780
Beech Hill Advisors
New York
$2.11M +$30.5K +292 +1%
QC
1781
Quadrature Capital
United Kingdom
$2.1M +$1.3M +12,382 +160%
EFS
1782
Econ Financial Services
Pennsylvania
$2.1M +$2.1M +20,135 New
NFG
1783
Nations Financial Group
Iowa
$2.1M +$143K +1,368 +7%
GPTE
1784
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.1M – – –
CIP
1785
Convergence Investment Partners
Florida
$2.1M -$4.81K -46 -0.2%
RCWM
1786
Royal Capital Wealth Management
Indiana
$2.1M +$33.5K +321 +2%
WIM
1787
Weitz Investment Management
Nebraska
$2.09M – – –
LFG
1788
Larson Financial Group
Missouri
$2.09M +$1.98M +18,909 +1,782%
VCM
1789
Violich Capital Management
California
$2.08M -$721K -6,896 -26%
OAM
1790
Oak Asset Management
California
$2.08M +$2.08M +19,918 New
AIC
1791
Archer Investment Corporation
Indiana
$2.08M +$19.8K +189 +1%
CWA
1792
Canvas Wealth Advisors
Kansas
$2.08M -$290K -2,340 -12%
SMH
1793
Sanders Morris Harris
Texas
$2.08M -$3.49M -32,997 -63%
MWM
1794
Modera Wealth Management
New Jersey
$2.08M -$158K -1,509 -7%
AGAM
1795
Audent Global Asset Management
California
$2.08M +$11K +105 +0.5%
LFA
1796
Landmark Financial Advisors
Kentucky
$2.08M +$22.9K +219 +1%
PFSC
1797
Peoples Financial Services Corp
Pennsylvania
$2.07M +$23.7K +227 +1%
CPA
1798
Capital Planning Advisors
California
$2.07M -$382K -3,658 -16%
AWM
1799
Aries Wealth Management
Maine
$2.07M +$8.18K +65 +0.4%
EHWM
1800
Eads & Heald Wealth Management
Georgia
$2.07M +$105K +1,005 +5%
70 71
72
73 74