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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 %
GKFF
1801
George Kaiser Family Foundation
Oklahoma
$2.07M +$295K +2,827 +17%
KWM
1802
Keebeck Wealth Management
Illinois
$2.07M -$848K -8,112 -29%
WA
1803
Wealth Alliance
New York
$2.07M +$225K +2,152 +12%
GC
1804
GFG Capital
Florida
$2.06M +$78.5K +751 +4%
RHP
1805
Royal Harbor Partners
Texas
$2.06M -$71.3K -682 -3%
ORC
1806
O'Rourke & Company
Massachusetts
$2.05M +$169K +1,614 +9%
OHWP
1807
Oak Harbor Wealth Partners
North Carolina
$2.05M +$127K +1,214 +7%
IWA
1808
Intercontinental Wealth Advisors
Texas
$2.05M +$30K +287 +1%
Edgewood Management
1809
Edgewood Management
Connecticut
$2.03M – – –
KFI
1810
Key Financial Inc
Pennsylvania
$2.03M +$167K +1,594 +9%
CCM
1811
Condor Capital Management
New Jersey
$2.03M +$63.7K +610 +3%
AA
1812
Altman Advisors
Illinois
$2.03M +$74.6K +714 +4%
OC
1813
Oarsman Capital
Wisconsin
$2.03M -$13.3K -127 -0.7%
CWM
1814
Cornerstone Wealth Management
Missouri
$2.02M -$56.4K -540 -3%
VCM
1815
Vivaldi Capital Management
Illinois
$2.02M -$4.13K -39 -0.2%
TA
1816
Townsend & Associates
Colorado
$2.02M +$359K +2,732 +22%
RTC
1817
Riverview Trust Company
Washington
$2.02M +$144K +1,376 +8%
FCFC
1818
First Commonwealth Financial Corp
Pennsylvania
$2.01M -$137K -1,308 -6%
GCC
1819
Game Creek Capital
Massachusetts
$2.01M +$1.25M +12,000 +166%
SIA
1820
Sage Investment Advisers
New York
$2.01M +$21.7K +208 +1%
CPA
1821
Court Place Advisors
Maryland
$2.01M -$36.6K -350 -2%
KTC
1822
Kistler-Tiffany Companies
Pennsylvania
$2M -$46K -440 -2%
HIC
1823
Harvey Investment Company
Kentucky
$1.99M -$60.1K -575 -3%
EA
1824
Eclectic Associates
California
$1.99M -$136K -1,305 -6%
EHC
1825
Everett Harris & Co
California
$1.99M -$10.2K -98 -0.5%
71 72
73
74 75