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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 %
GFP
1901
Gryphon Financial Partners
Ohio
$1.78M +$73.6K +704 +4%
IF
1902
Ironwood Financial
Arizona
$1.78M +$129K +1,233 +8%
SDWIA
1903
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.77M +$1.25K +12 +0.1%
CBFP
1904
Cedar Brook Financial Partners
Ohio
$1.77M +$77.9K +745 +5%
CCP
1905
Clarkston Capital Partners
Michigan
$1.77M +$1.52M +14,550 +609%
MS
1906
Madden Securities
Texas
$1.77M -$991K -9,480 -36%
IWA
1907
Icon Wealth Advisors
Texas
$1.76M +$1.76M +16,818 New
ACS
1908
Archford Capital Strategies
Illinois
$1.75M +$56.2K +538 +3%
BCM
1909
Boltwood Capital Management
California
$1.75M -$64.4K -616 -4%
ATWA
1910
Arbor Trust Wealth Advisors
Michigan
$1.75M -$76.4K -732 -4%
OIA
1911
Optimum Investment Advisors
Illinois
$1.75M +$1.05K +10 +0.1%
AG
1912
AIA Group
Hong Kong
$1.75M +$358K +3,424 +26%
TRIA
1913
Trail Ridge Investment Advisors
Colorado
$1.75M -$37.7K -279 -2%
EI
1914
Ethic Inc
New York
$1.74M +$1.05K +10 +0.1%
PFBT
1915
Parkside Financial Bank & Trust
Missouri
$1.74M -$62.3K -596 -3%
MIM
1916
Moseley Investment Management
Florida
$1.74M +$93.2K +892 +6%
JWM
1917
Jeppson Wealth Management
California
$1.73M -$73.8K -706 -4%
WCM
1918
Weik Capital Management
Pennsylvania
$1.72M -$40.8K -390 -2%
RDFA
1919
Ritter Daniher Financial Advisory
Ohio
$1.72M +$627 +6 +0%
BEC
1920
Blue Edge Capital
Virginia
$1.72M +$23.4K +224 +1%
LWM
1921
Ledge Wealth Management
Minnesota
$1.71M -$493K -4,718 -22%
BCA
1922
Bay Colony Advisors
Massachusetts
$1.71M +$28.1K +269 +2%
WEG
1923
World Equity Group
Illinois
$1.71M +$348K +3,327 +26%
HCC
1924
Hirtle Callaghan & Co
Pennsylvania
$1.71M +$892K +8,533 +110%
CA
1925
Cornerstone Advisory
Maryland
$1.7M +$105K +1,003 +7%
75 76
77
78 79