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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 %
HR
2326
Hardy Reed
Mississippi
$948K – – –
JWA
2327
JFS Wealth Advisors
Pennsylvania
$945K -$111K -1,066 -11%
WA
2328
WESPAC Advisors
California
$945K +$945K +9,044 New
Fiera Capital (Canada)
2329
Fiera Capital (Canada)
Quebec, Canada
$942K -$40.9K -391 -4%
MUAMU
2330
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$941K -$941K -9,000 -50%
1IA
2331
1620 Investment Advisors
Massachusetts
$938K +$7.42K +71 +0.8%
AAM
2332
Ascension Asset Management
New York
$936K – – –
HVM
2333
Harvest Volatility Management
Connecticut
$935K -$52.5K -495 -5%
RRA
2334
Round Rock Advisors
Connecticut
$934K +$219K +2,100 +31%
WFI
2335
West Family Investments
California
$933K -$95.8K -917 -9%
BWM
2336
Baystate Wealth Management
Massachusetts
$933K -$38.6K -369 -4%
TAIM
2337
TD Ameritrade Investment Management
Nebraska
$931K -$200K -1,913 -18%
CHA
2338
Carmichael Hill & Associates
Maryland
$930K +$132K +1,259 +16%
HI
2339
Hendershot Investments
Virginia
$927K – – –
CCA
2340
Childress Capital Advisors
Texas
$926K -$120K -1,119 -11%
CRI
2341
Colonial River Investments
Virginia
$925K +$522 +5 +0.1%
HCP
2342
Hexagon Capital Partners
Arkansas
$925K +$231K +2,208 +33%
NL
2343
Navalign LLC
California
$922K +$37K +354 +4%
Eagle Capital Management (New York)
2344
Eagle Capital Management (New York)
New York
$920K – – –
SIC
2345
Samalin Investment Counsel
New York
$919K -$13K -124 -1%
CBT
2346
Central Bank & Trust
Kentucky
$919K -$8.57K -82 -0.9%
CCA
2347
Column Capital Advisors
Indiana
$915K – – –
FWA
2348
FSM Wealth Advisors
Ohio
$913K +$56K +536 +7%
PWM
2349
Paulson Wealth Management
Illinois
$913K +$193K +1,844 +27%
FMN
2350
Financial Management Network
California
$912K +$72.8K +645 +9%
92 93
94
95 96