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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 %
AIA
2251
Alera Investment Advisors
Illinois
$1.05M -$111K -1,059 -10%
TFA
2252
Teamwork Financial Advisors
Texas
$1.05M +$719K +6,882 +219%
IF
2253
Intrua Financial
Texas
$1.05M -$414K -3,966 -28%
PWM
2254
Prentice Wealth Management
New York
$1.05M +$30.6K +293 +3%
UM
2255
Ulysses Management
New York
$1.05M -$1.46M -14,000 -58%
CG
2256
Carmignac Gestion
France
$1.05M +$1.05M +10,000 New
CM
2257
CM Management
Florida
$1.05M +$1.05M +10,000 New
ZCM
2258
Zenyatta Capital Management
Delaware
$1.05M +$1.05M +10,000 New
CFG
2259
CKW Financial Group
Hawaii
$1.04M +$105 +1 +0%
SFFS
2260
Stonehage Fleming Financial Services
Jersey
$1.04M -$940K -8,939 -47%
ACM
2261
Allred Capital Management
Texas
$1.04M -$35.1K -336 -3%
DL
2262
DOHJ LLC
Washington
$1.04M +$70.5K +675 +7%
FMP
2263
Financial Management Professionals
Texas
$1.04M -$112K -1,075 -10%
FWM
2264
Focused Wealth Management
New York
$1.04M +$5.02K +48 +0.5%
AA
2265
Auxano Advisors
Washington
$1.03M +$34.8K +333 +3%
SSA
2266
South Street Advisors
New York
$1.03M -$836 -8 -0.1%
FRA
2267
Front Row Advisors
California
$1.03M -$24.2K -232 -2%
AWG
2268
Altus Wealth Group
Colorado
$1.03M – – –
HWM
2269
Hemington Wealth Management
Virginia
$1.03M +$1.46K +14 +0.1%
AFG
2270
Alterity Financial Group
Maine
$1.03M +$9.51K +91 +0.9%
CA
2271
CGN Advisors
Kansas
$1.03M +$311K +2,978 +44%
FIM
2272
Freedom Investment Management
Connecticut
$1.02M -$77K -737 -7%
Members Trust
2273
Members Trust
Florida
$1.02M +$168K +1,609 +20%
MCM
2274
Morton Capital Management
California
$1.02M -$13.1K -125 -1%
WWM
2275
Windsor Wealth Management
Indiana
$1.02M -$38.9K -367 -4%
89 90
91
92 93