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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 %
ACMA
2001
Arbor Capital Management (Alaska)
Alaska
$1.53M +$56.1K +501 +4%
RCG
2002
Regatta Capital Group
California
$1.53M +$79K +701 +5%
WPC
2003
Wedmont Private Capital
Pennsylvania
$1.52M +$169K +1,622 +13%
DTC
2004
Davidson Trust Company
Washington
$1.52M -$137K -1,313 -8%
NME
2005
Notis-McConarty Edward
$1.52M – – –
EFG
2006
Everhart Financial Group
Ohio
$1.51M -$24.8K -237 -2%
CIM
2007
Chapman Investment Management
California
$1.51M +$5.23K +50 +0.3%
WA
2008
Waverly Advisors
Alabama
$1.51M +$290K +2,777 +24%
AFA
2009
Abacus FCF Advisors
Florida
$1.51M -$880K -8,420 -37%
WCM
2010
Washington Capital Management
Washington
$1.51M -$26.1K -250 -2%
AIP
2011
Ahrens Investment Partners
Louisiana
$1.51M +$115K +1,100 +8%
RCIM
2012
Red Cedar Investment Management
Michigan
$1.5M – – –
KA
2013
Klingman & Associates
New York
$1.5M +$76.4K +731 +5%
SXL
2014
Summit X LLC
Missouri
$1.5M -$44.6K -426 -3%
LC
2015
LCNB Corp
Ohio
$1.5M -$93.4K -894 -6%
SFG
2016
Summit Financial Group
West Virginia
$1.49M -$53.1K -508 -3%
FCA
2017
FinTrust Capital Advisors
South Carolina
$1.49M -$24K -202 -2%
TNA
2018
True North Advisors
Texas
$1.49M -$377K -3,611 -20%
KA
2019
KLCM Advisors
Wisconsin
$1.49M +$175K +1,676 +13%
TIA
2020
Traphagen Investment Advisors
New Jersey
$1.48M +$10.2K +98 +0.7%
FFG
2021
Fortem Financial Group
California
$1.48M -$2.61K -25 -0.2%
BFO
2022
Biltmore Family Office
North Carolina
$1.48M +$50.7K +485 +4%
PVH
2023
Psagot Value Holdings
Israel
$1.48M -$909K -8,695 -38%
BCFD
2024
Boit C.F. David
$1.48M +$1.48M +14,137 New
EBWM
2025
Eagle Bluffs Wealth Management
Missouri
$1.48M +$75K +718 +5%
79 80
81
82 83