JPM icon

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 %
BFA
2026
Benedict Financial Advisors
Georgia
$1.47M -$62K -593 -4%
MCM
2027
McMillion Capital Management
North Carolina
$1.47M -$92.7K -887 -6%
FSCM
2028
Front Street Capital Management
Montana
$1.47M -$1.05K -10 -0.1%
SI
2029
Saxon Interests
Texas
$1.46M -$15.5K -140 -1%
BWA
2030
Blodgett Wealth Advisors
California
$1.46M -$48.2K -461 -3%
PGWM
2031
Parisi Gray Wealth Management
New Jersey
$1.46M -$1.21M -11,624 -45%
NCM
2032
Next Capital Management
New York
$1.46M +$6.79K +65 +0.5%
AFS
2033
Axiom Financial Strategies
Indiana
$1.46M -$2.2K -21 -0.2%
AR
2034
Advisory Research
Illinois
$1.46M -$8.78K -84 -0.6%
LA
2035
Lindenwold Advisors
Pennsylvania
$1.46M +$14.1K +135 +1%
NCM
2036
Neumann Capital Management
California
$1.45M -$29.9K -286 -2%
OIM
2037
Oder Investment Management
California
$1.45M +$98.9K +947 +7%
CWM
2038
Chesapeake Wealth Management
Virginia
$1.45M -$243K -2,327 -14%
CWP
2039
Concord Wealth Partners
Virginia
$1.45M +$20.6K +197 +1%
BFA
2040
Brendel Financial Advisors
New Hampshire
$1.45M -$124K -1,187 -8%
6F
2041
626 Financial
Michigan
$1.44M -$75K -718 -5%
CIC
2042
Chilton Investment Company
Connecticut
$1.44M -$10.8K -103 -0.7%
PHS
2043
Pekin Hardy Strauss
Illinois
$1.43M -$137K -1,311 -9%
TLCM
2044
Twin Lakes Capital Management
California
$1.43M +$8.67K +83 +0.6%
FAIM
2045
Financial Advocates Investment Management
Washington
$1.43M -$540K -5,166 -27%
SW
2046
Solidarity Wealth
Utah
$1.43M -$94K -716 -6%
AI
2047
Accredited Investors
Minnesota
$1.43M +$13.9K +133 +1%
SSG
2048
Summit Securities Group
New York
$1.43M -$60K -574 -4%
CA
2049
CoreCap Advisors
Michigan
$1.42M +$149K +1,429 +12%
CIM
2050
CIM Investment Management
Pennsylvania
$1.42M – – –
80 81
82
83 84