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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 %
HFP
2151
Holistic Financial Partners
Indiana
$1.21M +$13K +124 +1%
FWM
2152
Finer Wealth Management
Massachusetts
$1.21M +$59.7K +571 +5%
LSA
2153
Lion Street Advisors
Texas
$1.21M +$208K +1,993 +21%
OCM
2154
Orion Capital Management
California
$1.21M +$46.7K +447 +4%
HFG
2155
Heron Financial Group
New York
$1.21M +$3.66K +35 +0.3%
HAIM
2156
Hunter Associates Investment Management
Pennsylvania
$1.2M -$83.5K -799 -6%
DLHL
2157
Donald L. Hagan LLC
Florida
$1.2M +$456K +4,364 +61%
PFWA
2158
Paces Ferry Wealth Advisors
Georgia
$1.2M +$3.14K +30 +0.3%
TCB
2159
Texas Capital Bancshares
Texas
$1.2M -$732 -7 -0.1%
AFC
2160
AFT Forsyth & Company
Florida
$1.2M -$25K -239 -2%
MA
2161
MJP Associates
Connecticut
$1.2M +$36.6K +350 +3%
FNA
2162
First National Advisers
Nebraska
$1.2M +$309K +2,955 +35%
FNBOSM
2163
First National Bank of South Miami
Florida
$1.2M -$55.7K -533 -4%
CI
2164
CX Institutional
Indiana
$1.2M -$2.19K -21 -0.2%
FFM
2165
Fullerton Fund Management
Singapore
$1.19M -$9.54M -91,280 -89%
PPP
2166
Private Portfolio Partners
New Jersey
$1.19M -$237K -2,272 -17%
GC
2167
Gilbert & Cook
Iowa
$1.19M +$12.3K +97 +1%
LMKC
2168
L.M. Kohn & Company
Ohio
$1.19M -$9.93K -95 -0.8%
FPCP
2169
Fort Point Capital Partners
California
$1.19M -$3.03K -29 -0.3%
SQA
2170
Simon Quick Advisors
New Jersey
$1.19M +$359K +3,431 +43%
OL
2171
Optas LLC
Texas
$1.18M -$366K -3,497 -24%
OCPWS
2172
One Charles Private Wealth Services
Massachusetts
$1.17M +$20.5K +196 +2%
NFSG
2173
Newbridge Financial Services Group
Florida
$1.17M +$52.2K +499 +5%
VIM
2174
Vista Investment Management
Pennsylvania
$1.17M +$82.8K +793 +8%
WA
2175
Wealth Architects
California
$1.17M +$11.2K +107 +1%
85 86
87
88 89