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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 %
CRCM
1876
Crystal Rock Capital Management
Illinois
$1.86M -$1.61M -5,758 -46%
WCM
1877
WealthBridge Capital Management
Ohio
$1.86M – – –
WWM
1878
WT Wealth Management
Arizona
$1.85M +$1.25K +12 +0.1%
MCA
1879
MSH Capital Advisors
Arizona
$1.85M -$54K -517 -3%
CT
1880
Coastline Trust
Rhode Island
$1.85M -$60K -574 -3%
ZCA
1881
Zeke Capital Advisors
Pennsylvania
$1.85M +$3.34K +32 +0.2%
TFA
1882
Trinity Financial Advisors
Ohio
$1.85M +$547K +5,231 +42%
SMC
1883
Smith, Moore & Co
Missouri
$1.84M -$16.4K -157 -0.9%
WI
1884
WrapManager Inc
California
$1.83M +$475K +4,543 +35%
GIM
1885
Guild Investment Management
California
$1.83M +$1.03M +9,870 +129%
AF
1886
Aldebaran Financial
$1.83M -$31.8K -302 -2%
LSA
1887
L & S Advisors
California
$1.82M -$528K -5,057 -22%
LWA
1888
Lineweaver Wealth Advisors
Ohio
$1.82M +$201K +1,919 +12%
SW
1889
StrongBox Wealth
Missouri
$1.82M -$603K -5,772 -25%
FIA
1890
Foundations Investment Advisors
Arizona
$1.82M +$692K +6,620 +61%
KF
1891
Krilogy Financial
Missouri
$1.82M -$9.51K -91 -0.5%
TPWM
1892
Twelve Points Wealth Management
Massachusetts
$1.81M -$5.54K -53 -0.3%
1WA
1893
180 Wealth Advisors
Washington
$1.81M -$9.3K -89 -0.5%
TP
1894
Tranquility Partners
Tennessee
$1.8M -$20.5K -196 -1%
CAM
1895
Covenant Asset Management
New Jersey
$1.8M +$77.2K +739 +4%
OWP
1896
Obermeyer Wealth Partners
Colorado
$1.8M -$218K -2,088 -11%
RMAM
1897
Raab & Moskowitz Asset Management
New Jersey
$1.8M -$66.4K -636 -4%
MWM
1898
Mattern Wealth Management
Kansas
$1.79M +$36.2K +346 +2%
MC
1899
Martin & Co
Tennessee
$1.78M +$31.9K +305 +2%
CFFP
1900
Center for Financial Planning
Michigan
$1.78M +$9.61K +92 +0.5%
74 75
76
77 78