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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 %
GWM
2126
Greenwich Wealth Management
Connecticut
$1.26M +$1.05K +10 +0.1%
ACM
2127
AlphaCrest Capital Management
New York
$1.26M -$9.91M -94,772 -89%
BIA
2128
BHK Investment Advisors
Alabama
$1.26M +$49.7K +476 +4%
PMA
2129
Prudent Man Advisors
Illinois
$1.26M +$25.2K +241 +2%
AWA
2130
Acorn Wealth Advisors
Michigan
$1.26M +$35.4K +339 +3%
MA
2131
MBA Advisors
Pennsylvania
$1.25M +$75.5K +722 +6%
AC
2132
Avestar Capital
New York
$1.25M +$126K +1,204 +11%
WCBA
2133
Weaver C. Barksdale & Associates
Tennessee
$1.25M -$45.4K -435 -4%
SPWM
2134
Schrum Private Wealth Management
Florida
$1.25M -$49.1K -470 -4%
HIIFS
2135
Harel Insurance Investments & Financial Services
Israel
$1.25M +$412K +3,923 +49%
WDC
2136
Woodward Diversified Capital
California
$1.24M -$37.6K -360 -3%
MCAI
2137
Members Capital Advisors Inc
Wisconsin
$1.24M – – –
FDS
2138
First Dallas Securities
Texas
$1.24M +$23.6K +226 +2%
GHAM
2139
Gilman Hill Asset Management
Connecticut
$1.24M -$217K -2,080 -15%
SAM
2140
Sabadell Asset Management
Spain
$1.24M -$897K -8,123 -42%
GWCM
2141
Godshalk Welsh Capital Management
Pennsylvania
$1.24M +$30.6K +293 +3%
CBT
2142
CoreFirst Bank & Trust
Kansas
$1.24M -$26.7K -255 -2%
SJIM
2143
St. Johns Investment Management
Florida
$1.24M +$23.9K +229 +2%
CAM
2144
Costello Asset Management
Pennsylvania
$1.23M -$69.3K -663 -5%
AC
2145
AlphaCore Capital
California
$1.23M +$179K +1,711 +17%
AA
2146
Aire Advisors
California
$1.22M -$52.8K -505 -4%
4WM
2147
44 Wealth Management
Oregon
$1.22M -$418 -4 -0%
CIM
2148
Caldwell Investment Management
Ontario, Canada
$1.22M – – –
MCM
2149
Mainstay Capital Management
Michigan
$1.22M – – –
BCAM
2150
Boston Common Asset Management
Massachusetts
$1.21M +$5.23K +50 +0.4%
84 85
86
87 88