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 %
TPW
2101
Transatlantique Private Wealth
New York
$1.32M +$231K +2,212 +21%
CG
2102
Corundum Group
Colorado
$1.32M +$319K +3,051 +32%
BWP
2103
BSW Wealth Partners
Colorado
$1.31M +$14.3K +137 +1%
ARMT
2104
Amica Retiree Medical Trust
Rhode Island
$1.31M -$203K -1,942 -13%
HBT
2105
Heartland Bank & Trust
Illinois
$1.31M -$27.6K -264 -2%
KLWA
2106
Kelly Lawrence W & Associates
California
$1.31M -$11.7K -112 -0.9%
BST
2107
Bath Savings Trust
Maine
$1.31M +$41.7K +399 +3%
SH
2108
SeaTown Holdings
Singapore
$1.31M +$1.31M +12,500 New
RCA
2109
Ranch Capital Advisors
Florida
$1.3M +$8.57K +82 +0.7%
HCM
2110
Highview Capital Management
Illinois
$1.3M -$58.5K -560 -4%
PWM
2111
Palumbo Wealth Management
New York
$1.3M +$25.1K +240 +2%
FP
2112
Fiduciary Planning
Florida
$1.3M +$15.1K +144 +1%
CM
2113
Corvex Management
New York
$1.3M +$157K +1,500 +14%
NHC
2114
Nicholas Hoffman & Company
Georgia
$1.29M -$29K -277 -2%
MTWM
2115
Masso Torrence Wealth Management
New Jersey
$1.29M +$268K +2,561 +26%
AFA
2116
AllGen Financial Advisors
Florida
$1.29M -$1.46M -13,950 -53%
EWS
2117
Evergreen Wealth Solutions
Pennsylvania
$1.28M +$49.3K +472 +4%
BI
2118
Ballast Inc
Kentucky
$1.28M +$5.64K +54 +0.4%
WCM
2119
Windsor Capital Management
Arizona
$1.28M -$5.43K -52 -0.4%
WMA
2120
West Michigan Advisors
Michigan
$1.28M +$27.5K +263 +2%
FWP
2121
Falcon Wealth Planning
California
$1.27M -$36.2K -347 -3%
BWM
2122
BlackDiamond Wealth Management
New York
$1.27M -$46.7K -381 -4%
CQS
2123
Credential Qtrade Securities
$1.27M +$64K +612 +5%
SW
2124
SlateStone Wealth
Florida
$1.26M -$585K -5,597 -32%
TCWM
2125
Total Clarity Wealth Management
Illinois
$1.26M +$68.4K +654 +6%
83 84
85
86 87