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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 %
BHBT
2276
Burke & Herbert Bank & Trust
Virginia
$1.02M -$65.3K -625 -6%
BHIC
2277
Bassett Hargrove Investment Counsel
Delaware
$1.02M +$1.02M +9,739 New
W
2278
Wealthquest
Ohio
$1.01M +$74.2K +711 +8%
CIS
2279
Connors Investor Services
Pennsylvania
$1.01M – – –
IC
2280
Inscription Capital
Texas
$1.01M -$2M -19,169 -67%
AF
2281
Apexium Financial
Texas
$1.01M +$1.01M +9,637 New
TWM
2282
Tradition Wealth Management
Minnesota
$1.01M +$126K +1,203 +14%
HBWM
2283
Hollow Brook Wealth Management
New York
$1M – – –
BCP
2284
Berkeley Capital Partners
Georgia
$998K +$104K +999 +12%
PC
2285
PhiloSmith Capital
Connecticut
$998K – – –
OPOWM
2286
One Plus One Wealth Management
Florida
$997K – – –
MCWA
2287
Meadow Creek Wealth Advisors
Georgia
$996K +$1.36K +13 +0.1%
TCPWM
2288
Traverso Chambers Private Wealth Management
California
$996K +$40.6K +388 +4%
HTHT
2289
Hemenway Trust Hemenway Trust
New Hampshire
$994K +$104K +1,000 +12%
CGA
2290
Crescent Grove Advisors
Illinois
$992K -$26.1K -250 -3%
BIA
2291
Bigelow Investment Advisors
Maine
$992K +$134K +1,286 +16%
FBT
2292
First Bank & Trust
South Dakota
$990K +$541K +5,174 +120%
RWP
2293
Ridgecrest Wealth Partners
California
$987K +$11.5K +110 +1%
CFS
2294
CRA Financial Services
New Jersey
$985K +$116K +1,109 +13%
TCM
2295
Towercrest Capital Management
Pennsylvania
$984K -$41.8K -400 -4%
CAM
2296
Cozad Asset Management
Illinois
$984K -$21.6K -207 -2%
SRC
2297
Sage Rhino Capital
California
$982K -$14.1K -135 -1%
PWP
2298
Pursue Wealth Partners
California
$980K -$102K -974 -9%
KFSC
2299
Keystone Financial Services (Colorado)
Colorado
$980K +$99.9K +802 +11%
OR
2300
Olympiad Research
Connecticut
$978K -$55.3K -529 -5%
90 91
92
93 94