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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 %
NPF
2201
Norris Perne & French
Michigan
$1.12M +$14.8K +142 +1%
MW
2202
MBL Wealth
North Carolina
$1.12M +$71.9K +688 +7%
CA
2203
Carson Advisory
Georgia
$1.12M +$181K +1,733 +19%
PCP
2204
Proficio Capital Partners
Massachusetts
$1.12M -$295K -2,788 -21%
GCM
2205
Galibier Capital Management
Ontario, Canada
$1.12M – – –
TIA
2206
Trust Investment Advisors
Indiana
$1.12M +$39K +373 +4%
SIA
2207
Strategic Investment Advisors
Michigan
$1.11M -$555K -5,307 -33%
JF
2208
JSF Financial
California
$1.11M +$1.15K +11 +0.1%
TI
2209
Truepoint Inc
Ohio
$1.11M +$7.42K +71 +0.7%
CASB
2210
Cape Ann Savings Bank
Massachusetts
$1.11M -$17.8K -170 -2%
AI
2211
AXS Investments
New York
$1.11M -$197K -1,883 -15%
TB
2212
Terril Brothers
Missouri
$1.11M – – –
SIG
2213
Sky Investment Group
Connecticut
$1.1M +$142K +1,362 +15%
OIS
2214
Okabena Investment Services
Minnesota
$1.1M +$389K +3,725 +55%
SCG
2215
Sonata Capital Group
Washington
$1.1M -$52.3K -500 -5%
RBFC
2216
Roman Butler Fullerton & Co
Missouri
$1.1M +$37.8K +371 +4%
RWP
2217
Revolve Wealth Partners
New Jersey
$1.1M +$185K +1,769 +20%
AGP
2218
Autumn Glory Partners
Texas
$1.1M -$171K -1,632 -13%
CC
2219
Commons Capital
Massachusetts
$1.09M +$8.57K +82 +0.8%
MFC
2220
Morris Financial Concepts
South Carolina
$1.09M +$55K +526 +5%
FWM
2221
Foresight Wealth Management
Utah
$1.09M +$124K +1,188 +13%
SIM
2222
SSI Investment Management
California
$1.09M +$1.25K +12 +0.1%
PCM
2223
Princeton Capital Management
New Jersey
$1.09M +$5.33K +51 +0.5%
WIA
2224
Westbourne Investment Advisors
Maryland
$1.08M -$32.9K -315 -3%
CCM
2225
Chiron Capital Management
Florida
$1.08M +$409K +3,917 +61%
87 88
89
90 91