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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 %
SIC
2226
Sterling Investment Counsel
New York
$1.08M -$4.38K -42 -0.4%
LF
2227
LifeSteps Financial
California
$1.08M +$241K +2,306 +29%
AIM
2228
ARGA Investment Management
Connecticut
$1.08M +$320K +3,062 +42%
WA
2229
Waddell & Associates
Tennessee
$1.08M +$313 +3 +0%
OCM
2230
Orleans Capital Management
Louisiana
$1.08M -$41.4K -396 -4%
WMP
2231
Wealth Management Partners
Arizona
$1.08M +$108K +1,000 +11%
NCA
2232
New Century Advisors
Maryland
$1.08M +$209K +2,000 +24%
DBG
2233
De Burlo Group
Massachusetts
$1.08M +$1.08M +10,317 New
RB
2234
Renasant Bank
Mississippi
$1.08M +$243K +2,321 +29%
PCM
2235
Passive Capital Management
Maryland
$1.07M – – –
BWM
2236
BigSur Wealth Management
Florida
$1.07M -$17.9K -171 -2%
IPW
2237
IronBridge Private Wealth
Texas
$1.07M +$1.07M +10,244 New
RSVP
2238
Ramsay Stattman Vela & Price
Colorado
$1.07M – – –
WAG
2239
Winthrop Advisory Group
Massachusetts
$1.07M -$4.7K -45 -0.4%
CAL
2240
Capital Advisors Ltd
Ohio
$1.07M -$78K -746 -7%
SFWA
2241
Summit Financial Wealth Advisors
Louisiana
$1.06M +$66.4K +533 +7%
MFG
2242
Monte Financial Group
Connecticut
$1.06M +$3.35K +32 +0.3%
DI
2243
Disciplined Investments
Oklahoma
$1.06M +$296K +2,836 +39%
EA
2244
Eudaimonia Advisors
Tennessee
$1.06M -$39.4K -377 -4%
SMA
2245
Sage Mountain Advisors
Georgia
$1.06M +$11K +105 +1%
RPSA
2246
Richard P. Slaughter Associates
Texas
$1.06M +$134K +1,284 +15%
FSG
2247
Financial Strategies Group
Michigan
$1.05M +$242K +2,318 +30%
VFPI
2248
Vantage Financial Partners (Illinois)
Illinois
$1.05M – – –
RHAM
2249
Round Hill Asset Management
California
$1.05M +$2.09K +20 +0.2%
LAS
2250
LWM Advisory Services
Florida
$1.05M +$72.5K +675 +7%
88 89
90
91 92