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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 %
FP
2301
Financial Perspectives
Minnesota
$978K +$414K +3,965 +74%
SCP
2302
Syntal Capital Partners
Texas
$977K +$10.6K +102 +1%
AWM
2303
Accel Wealth Management
Iowa
$975K +$902 +8 +0.1%
LCM
2304
LVM Capital Management
Michigan
$975K +$14.5K +139 +2%
MCM
2305
Mendel Capital Management
Arkansas
$975K +$33.8K +323 +4%
WWM
2306
Westwood Wealth Management
California
$974K -$9.4K -90 -1%
CWM
2307
Castle Wealth Management
Florida
$972K +$79.2K +758 +9%
CA
2308
Cambridge Advisors
Nebraska
$972K +$260K +2,489 +37%
HCM
2309
HM Capital Management
Missouri
$969K +$104 +1 +0%
S
2310
Surevest
California
$968K -$197K -1,884 -17%
BSI
2311
Bennett Selby Investments
Maine
$967K +$21.3K +204 +2%
JF
2312
Jump Financial
Illinois
$964K -$4.57M -43,793 -83%
CSB
2313
City State Bank
Iowa
$964K +$32K +306 +3%
MFP
2314
Meridian Financial Partners
Virginia
$964K +$40.9K +368 +4%
CIA
2315
Citadel Investment Advisory
Ohio
$963K +$13.1K +125 +1%
OBWG
2316
Onyx Bridge Wealth Group
New York
$959K -$31.4K -303 -3%
KCM
2317
KRS Capital Management
Michigan
$957K +$16.6K +159 +2%
IP
2318
Ignite Planners
California
$955K +$106K +982 +12%
WW
2319
Waterfront Wealth
Kansas
$955K +$236K +1,879 +33%
AFP
2320
Ausdal Financial Partners
Iowa
$954K -$785K -7,509 -45%
AA
2321
ALPS Advisors
Colorado
$951K -$1.15M -11,011 -55%
PIA
2322
Perennial Investment Advisors
California
$951K -$369K -3,536 -28%
CI
2323
CAZ Investments
Texas
$951K – – –
RWA
2324
Redhawk Wealth Advisors
Minnesota
$951K +$951K +9,099 New
AA
2325
Addison Advisors
Vermont
$949K +$27.6K +264 +3%
91 92
93
94 95