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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 %
GGHC
1951
Gilder Gagnon Howe & Co
New York
$1.66M +$8.36K +80 +0.5%
AIM
1952
Aspen Investment Management
Michigan
$1.65M -$31.9K -305 -2%
GWA
1953
GGM Wealth Advisors
Maryland
$1.65M +$20K +163 +1%
BEI
1954
Benjamin Edwards Inc
Missouri
$1.65M +$237K +2,268 +17%
EP
1955
Edgestream Partners
New Jersey
$1.65M -$2.01M -19,207 -55%
AWM
1956
Aberdeen Wealth Management
Illinois
$1.64M – – –
MCM
1957
Manchester Capital Management
Vermont
$1.64M +$65.8K +630 +4%
EWM
1958
Empirical Wealth Management
Washington
$1.63M -$194K -1,852 -11%
GG
1959
Gleason Group
Kentucky
$1.63M +$28.5K +273 +2%
PH
1960
Pinnacle Holdings
Oklahoma
$1.63M +$29.1K +278 +2%
PCMN
1961
Paradigm Capital Management (Nevada)
Nevada
$1.63M +$22.4K +214 +1%
SEEDPG
1962
S.E.E.D. Planning Group
New York
$1.63M +$114K +1,089 +8%
CWMU
1963
Caliber Wealth Management (Utah)
Utah
$1.62M +$3.24K +31 +0.2%
WWM
1964
Wolff Wiese Magana
California
$1.62M +$54.7K +523 +3%
LCAM
1965
London & Capital Asset Management
United Kingdom
$1.62M +$29.5K +282 +2%
ATFA
1966
All Terrain Financial Advisors
Minnesota
$1.62M +$295K +2,822 +22%
SWA
1967
SFMG Wealth Advisors
Texas
$1.61M +$25.9K +250 +2%
MIP
1968
Marietta Investment Partners
Wisconsin
$1.61M -$8.23K -63 -0.5%
BMC
1969
Benin Management Corp
Connecticut
$1.61M +$67.9K +650 +4%
SWM
1970
Sculati Wealth Management
Michigan
$1.6M +$182K +1,738 +13%
LOAMS
1971
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.6M -$166K -1,586 -9%
MTIC
1972
Missouri Trust & Investment Company
Missouri
$1.6M -$8.78K -84 -0.5%
Q
1973
QVR
California
$1.6M +$345K +3,300 +28%
GAM
1974
Grandview Asset Management
Pennsylvania
$1.59M -$60.8K -582 -4%
PFM
1975
Phillips Financial Management
Indiana
$1.59M +$68.9K +659 +5%
77 78
79
80 81