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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 %
DFA
2076
Delta Financial Advisors
Louisiana
$1.38M +$58.3K +558 +4%
JGCM
2077
Joseph Group Capital Management
Ohio
$1.38M +$348K +3,333 +34%
LWMM
2078
Legacy Wealth Management (Mississippi)
Mississippi
$1.37M +$20.9K +200 +2%
SFM
2079
Soros Fund Management
New York
$1.37M – – –
CS
2080
Capital Square
Tennessee
$1.37M +$260K +2,492 +23%
WCA
2081
Waratah Capital Advisors
Ontario, Canada
$1.37M +$894K +8,554 +189%
PBO
2082
Peoples Bank (Ohio)
Ohio
$1.37M -$110K -1,051 -7%
NF
2083
Nvest Financial
New Hampshire
$1.36M +$22.6K +216 +2%
VCP
2084
Verus Capital Partners
Arizona
$1.36M -$269K -2,576 -17%
KIC
2085
Kensington Investment Counsel
California
$1.36M +$68.9K +659 +5%
Aristotle Capital Management
2086
Aristotle Capital Management
California
$1.35M -$461K -4,412 -25%
WAAG
2087
Wealth Alliance Advisory Group
Kansas
$1.35M +$233K +2,228 +21%
EAM
2088
Evanson Asset Management
California
$1.35M +$523K +5,002 +63%
UIA
2089
UBP Investment Advisors
Switzerland
$1.35M -$908K -8,713 -40%
FAM
2090
Formidable Asset Management
Ohio
$1.35M -$94.3K -766 -7%
NW
2091
Naviter Wealth
Arkansas
$1.35M +$192K +1,834 +17%
BB
2092
Bell Bank
North Dakota
$1.35M +$121K +1,155 +10%
TFP
2093
Tilia Fiduciary Partners
North Carolina
$1.34M -$16.1K -158 -1%
TAM
2094
Trillium Asset Management
Massachusetts
$1.34M +$69.8K +668 +6%
IDBONY
2095
Israel Discount Bank of New York
New York
$1.33M +$6.9K +66 +0.5%
SWRP
2096
Summit Wealth & Retirement Planning
California
$1.33M – – –
EWM
2097
Elmwood Wealth Management
California
$1.33M +$27.7K +265 +2%
MAM
2098
Mastrapasqua Asset Management
Tennessee
$1.32M -$61.7K -590 -4%
I
2099
INVST
Indiana
$1.32M +$50.8K +484 +4%
CPSC
2100
Carl P. Sherr & Co
Massachusetts
$1.32M +$146K +1,393 +12%
82 83
84
85 86