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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 %
AWM
2051
Activest Wealth Management
Florida
$1.41M +$1.4M +13,366 +13,234%
CWM
2052
Connecticut Wealth Management
Connecticut
$1.41M +$2.19K +21 +0.2%
QIM
2053
Quantitative Investment Management
Virginia
$1.41M -$5.27M -50,447 -79%
AWM
2054
Ameliora Wealth Management
Switzerland
$1.41M +$1.41M +13,618 New
MWM
2055
Marion Wealth Management
Pennsylvania
$1.41M +$14.7K +141 +1%
AFS
2056
Aft Forsyth & Sober
Florida
$1.41M – – –
TWI
2057
Thomas White International
Illinois
$1.41M – – –
KMWM
2058
Keudell/Morrison Wealth Management
Oregon
$1.4M +$98.4K +941 +8%
VWM
2059
Venturi Wealth Management
Texas
$1.4M +$124K +1,184 +10%
SFG
2060
Steward Financial Group
Texas
$1.4M +$2.72K +26 +0.2%
IIL
2061
Insight Inv LLC
California
$1.4M – – –
IWS
2062
Insight Wealth Strategies
California
$1.39M – – –
OFA
2063
Oak Family Advisors
Illinois
$1.39M +$848K +8,114 +155%
MSFS
2064
Main Street Financial Solutions
Pennsylvania
$1.39M +$61.4K +588 +5%
PWMG
2065
Prestige Wealth Management Group
New Jersey
$1.39M +$96.3K +921 +7%
WAM
2066
Weatherly Asset Management
California
$1.39M -$5.23K -50 -0.4%
HCM
2067
Highlander Capital Management
New Jersey
$1.39M – – –
TAM
2068
Todd Asset Management
Kentucky
$1.39M – – –
GC
2069
Guardian Capital
Ontario, Canada
$1.39M -$162K -1,550 -10%
MPCG
2070
Matrix Private Capital Group
New York
$1.38M -$251K -2,403 -15%
AFS
2071
Access Financial Services
Minnesota
$1.38M +$62.4K +597 +5%
KJWM
2072
Kiley Juergens Wealth Management
Washington
$1.38M +$106K +1,012 +8%
E
2073
Ergoteles
New York
$1.38M +$1.38M +13,208 New
BA
2074
Birinyi Associates
Connecticut
$1.38M -$52.2K -500 -4%
PCM
2075
Pointe Capital Management
Michigan
$1.38M – – –
81 82
83
84 85