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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 %
BCM
1976
Birmingham Capital Management
Alabama
$1.59M +$15.4K +147 +1%
RCM
1977
Raleigh Capital Management
North Carolina
$1.59M +$699K +6,687 +79%
CA
1978
Continental Advisors
Utah
$1.58M – – –
BFM
1979
Boothbay Fund Management
New York
$1.58M -$3.05M -29,180 -66%
REMPR
1980
Roof Eidam Maycock Peralta (REMP)
California
$1.58M +$123K +1,172 +8%
HCCM
1981
Hudson Canyon Capital Management
New York
$1.57M – – –
PFGIA
1982
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$461K +4,415 +42%
ZIG
1983
Zurich Insurance Group
Switzerland
$1.57M -$52.2M -499,482 -97%
NRCM
1984
North Reef Capital Management
California
$1.57M +$1.57M +15,000 New
PIM
1985
Perpetual Investment Management
Australia
$1.57M – – –
BAM
1986
Byrne Asset Management
New Jersey
$1.57M +$58.5K +560 +4%
FFA
1987
Fragasso Financial Advisors
Pennsylvania
$1.56M -$243K -2,321 -13%
LIM
1988
Loudon Investment Management
New Hampshire
$1.56M +$788K +7,541 +103%
LIA
1989
LS Investment Advisors
Michigan
$1.55M +$522 +5 +0%
SN
1990
Sittner & Nelson
Oregon
$1.55M +$157K +1,505 +11%
GCM
1991
Graham Capital Management
Connecticut
$1.55M -$2.92M -27,944 -65%
TWA
1992
TCI Wealth Advisors
Arizona
$1.55M -$3.66K -35 -0.2%
GI
1993
GS Investments
Minnesota
$1.54M +$5.23K +50 +0.3%
WA
1994
WBH Advisory
Maryland
$1.53M -$69.6K -666 -4%
WHC
1995
Wulff, Hansen & Co
California
$1.53M +$8.36K +80 +0.5%
OAM
1996
Occidental Asset Management
California
$1.53M +$90.8K +869 +6%
DI
1997
DAGCO Inc
Ohio
$1.53M +$16.5K +158 +1%
WA
1998
Wambolt & Associates
Colorado
$1.53M -$17.5K -167 -1%
CPIA
1999
Cornell Pochily Investment Advisors
New York
$1.53M +$77.4K +740 +5%
WP
2000
Waycross Partners
Kentucky
$1.53M +$6.79K +65 +0.4%
78 79
80
81 82