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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 %
SIA
1851
SkyView Investment Advisors
New Jersey
$1.92M +$39.7K +380 +2%
HDIM
1852
Hanson & Doremus Investment Management
Vermont
$1.92M -$92.7K -887 -5%
PWPS
1853
Pinnacle Wealth Planning Services
Ohio
$1.91M +$610K +5,834 +47%
IIC
1854
Integrated Investment Consultants
Michigan
$1.9M -$41K -392 -2%
ZIG
1855
Zullo Investment Group
Pennsylvania
$1.9M +$86.9K +832 +5%
WPC
1856
White Pine Capital
Minnesota
$1.9M -$4.7K -45 -0.2%
HWA
1857
Heritage Wealth Advisors
Virginia
$1.9M -$38.7K -370 -2%
CCG
1858
Ceeto Capital Group
Florida
$1.9M +$941 +9 +0%
FCCM
1859
First City Capital Management
Georgia
$1.89M +$208K +1,991 +12%
AWM
1860
Affinity Wealth Management
Delaware
$1.89M -$286K -2,732 -13%
AIM
1861
Acropolis Investment Management
Missouri
$1.89M -$14.7K -141 -0.8%
DA
1862
Dillon & Associates
Michigan
$1.89M – – –
JE
1863
JMAC Enterprises
Pennsylvania
$1.88M +$34.1K +326 +2%
MWA
1864
Moser Wealth Advisors
Washington
$1.88M +$5.64K +54 +0.3%
FCAG
1865
First Capital Advisors Group
New Jersey
$1.88M +$39.7K +380 +2%
IFWM
1866
Institute for Wealth Management
Colorado
$1.88M -$507K -4,848 -21%
SCM
1867
Spreng Capital Management
Ohio
$1.88M – – –
MCA
1868
Magnolia Capital Advisors
Mississippi
$1.88M +$135K +1,296 +8%
CFA
1869
Compass Financial Advisors
Indiana
$1.87M +$27.7K +265 +2%
EIM
1870
Essex Investment Management
Massachusetts
$1.87M -$200K -1,914 -10%
IAS
1871
Investment Advisory Services
Texas
$1.87M -$1.36K -13 -0.1%
FPIS
1872
Financial Planning & Information Services
Wisconsin
$1.87M +$52.3K +500 +3%
PRS
1873
Pinkerton Retirement Specialists
Idaho
$1.86M -$45.8K -438 -2%
ACM
1874
Ategra Capital Management
Virginia
$1.86M +$1.12M +10,760 +153%
AIP
1875
Almanack Investment Partners
Pennsylvania
$1.86M -$726K -6,945 -28%
73 74
75
76 77