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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 %
AWA
1926
Amplius Wealth Advisors
Pennsylvania
$1.7M +$1.04M +9,911 +156%
CL
1927
Choreo LLC
Illinois
$1.7M -$104K -998 -6%
HNWAG
1928
High Net Worth Advisory Group
Florida
$1.7M +$286K +2,740 +20%
CA
1929
Corrado Advisors
New Jersey
$1.69M +$19.4K +186 +1%
MPPLM
1930
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.69M +$102K +977 +6%
TC
1931
Trust Company
Kansas
$1.69M +$469K +4,492 +38%
BLC
1932
Brown, Lisle/Cummings
Rhode Island
$1.69M -$4.7K -45 -0.3%
BC
1933
Bowman & Company
Wisconsin
$1.69M +$75.5K +722 +5%
ADBIC
1934
A.D. Beadell Investment Counsel
Wisconsin
$1.69M +$75.8K +726 +5%
AWC
1935
Abundance Wealth Counselors
Pennsylvania
$1.68M +$523 +5 +0%
TWP
1936
Tempus Wealth Planning
California
$1.68M +$701K +6,711 +71%
PWMG
1937
Pinnacle Wealth Management Group
Michigan
$1.68M – – –
HA
1938
Hamel Associates
New Jersey
$1.68M -$3.68M -35,223 -69%
HCM
1939
Hollencrest Capital Management
California
$1.68M -$234K -2,239 -12%
GPFA
1940
Game Plan Financial Advisors
Ohio
$1.68M +$2.61K +25 +0.2%
CHJWM
1941
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.68M +$32.4K +265 +2%
LOIM
1942
Liberty One Investment Management
Illinois
$1.68M +$365K +3,495 +28%
DMBA
1943
Deseret Mutual Benefit Administrators
Utah
$1.67M -$219K -2,098 -12%
BSA
1944
Bull Street Advisors
Georgia
$1.66M +$3.03K +29 +0.2%
MCCP
1945
Mission Creek Capital Partners
California
$1.66M +$54.4K +521 +3%
SFS
1946
Summit Financial Strategies
Ohio
$1.66M +$1,000K +9,568 +151%
RF
1947
Rollins Financial
Georgia
$1.66M -$213K -2,040 -11%
SWMG
1948
Signature Wealth Management Group
Georgia
$1.66M +$65.1K +623 +4%
DAM
1949
Delta Asset Management
Tennessee
$1.66M +$83.9K +803 +5%
VT
1950
Vise Technologies
New York
$1.66M +$355K +3,393 +27%
76 77
78
79 80