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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 %
NPP
1826
New Potomac Partners
Maryland
$1.99M -$5.22K -50 -0.3%
DC
1827
DeDora Capital
California
$1.99M +$61.4K +588 +3%
MIM
1828
Miller Investment Management
Pennsylvania
$1.98M – – –
GWM
1829
Graybill Wealth Management
Illinois
$1.98M +$8.15K +78 +0.4%
VBCG
1830
Valley Brook Capital Group
Pennsylvania
$1.97M -$1.67K -16 -0.1%
PIP
1831
Peachtree Investment Partners
Florida
$1.97M -$185K -1,772 -9%
RIA
1832
Realta Investment Advisors
Delaware
$1.96M +$91.2K +873 +5%
MG
1833
Mather Group
Illinois
$1.96M +$24.9K +238 +1%
FMB
1834
Field & Main Bank
Kentucky
$1.96M -$5.75K -55 -0.3%
GPA
1835
Guerra Pan Advisors
New Jersey
$1.95M -$10.6K -100 -0.5%
CCG
1836
Chatham Capital Group
Georgia
$1.95M +$203K +1,940 +12%
SA
1837
SRN Advisors
Pennsylvania
$1.95M -$41K -392 -2%
MAWCM
1838
Mine & Arao Wealth Creation & Management
California
$1.95M +$356K +3,411 +22%
HGCK
1839
HPC Germany & Co KG
Germany
$1.94M – – –
MMC
1840
Mizuho Markets Cayman
Cayman Islands
$1.94M -$228K -2,177 -10%
AMIM
1841
Aull & Monroe Investment Management
Alabama
$1.94M -$138K -1,320 -7%
RWM
1842
RKL Wealth Management
Pennsylvania
$1.94M +$86.6K +829 +5%
APIM
1843
Agate Pass Investment Management
Washington
$1.94M -$34.8K -333 -2%
BFA
1844
Beaumont Financial Advisors
Massachusetts
$1.94M -$32K -306 -2%
HIC
1845
Holderness Investments Company
North Carolina
$1.94M -$39.9K -382 -2%
WA
1846
WP Advisors
California
$1.93M +$19.4K +186 +1%
LIM
1847
Longfellow Investment Management
Massachusetts
$1.93M – – –
HFBOT
1848
Home Federal Bank of Tennessee
Tennessee
$1.93M – – –
SAM
1849
Sycomore Asset Management
France
$1.92M -$695K -6,509 -27%
LAIC
1850
Lederer & Associates Investment Counsel
California
$1.92M -$18.6K -178 -1%
72 73
74
75 76