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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 %
JDR
2176
Jay D. Rosenbaum
$1.17M -$198K -1,900 -15%
PMFA
2177
Plante Moran Financial Advisors
Michigan
$1.17M -$61.7K -590 -5%
JHCP
2178
Jackson Hole Capital Partners
Oklahoma
$1.17M +$102K +975 +10%
CAM
2179
Cacti Asset Management
Georgia
$1.16M – – –
FFC
2180
First Financial Corp
Indiana
$1.16M +$63.7K +610 +6%
AGA
2181
Accuvest Global Advisors
Utah
$1.16M +$116K +1,109 +11%
FL
2182
Fourthstone LLC
Missouri
$1.16M +$606K +5,800 +109%
CRWM
2183
Castle Rock Wealth Management
California
$1.16M +$9.58K +94 +0.8%
Kayne Anderson Rudnick Investment Management
2184
Kayne Anderson Rudnick Investment Management
California
$1.16M -$2.19K -21 -0.2%
SFM
2185
Signet Financial Management
New Jersey
$1.16M +$16.9K +162 +1%
DWM
2186
Drive Wealth Management
Utah
$1.16M +$169K +1,621 +17%
PIMG
2187
Patriot Investment Management Group
Tennessee
$1.16M +$5.02K +48 +0.4%
CPWA
2188
Cerro Pacific Wealth Advisors
California
$1.15M +$255K +2,437 +28%
HBW
2189
Hazlett, Burt & Watson
West Virginia
$1.14M +$16.5K +158 +1%
WPA
2190
West Paces Advisors
Georgia
$1.14M -$423K -4,045 -27%
BCM
2191
Brooktree Capital Management
Michigan
$1.14M -$48K -459 -4%
GKWIM
2192
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$25.3K +242 +2%
JFA
2193
JNBA Financial Advisors
Minnesota
$1.13M -$4.39K -42 -0.4%
ICM
2194
IMS Capital Management
Oregon
$1.13M +$60.5K +579 +6%
HPWM
2195
Highland Private Wealth Management
Washington
$1.13M -$199K -1,908 -15%
LM
2196
Lincluden Management
Ontario, Canada
$1.13M +$3.66K +35 +0.3%
MA
2197
MONECO Advisors
Connecticut
$1.13M +$52.9K +506 +5%
MHIC
2198
Marble Harbor Investment Counsel
Massachusetts
$1.13M – – –
MLA
2199
My Legacy Advisors
Oregon
$1.13M +$81.5K +733 +8%
FFMBT
2200
First Farmers & Merchants Bank Trust
Tennessee
$1.12M -$2.61K -25 -0.2%
86 87
88
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