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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 %
CFO
2351
CVA Family Office
Colorado
$908K +$221K +2,112 +32%
SC
2352
Steph & Co
Wisconsin
$907K +$16.1K +154 +2%
SM
2353
Salzhauer Michael
$905K – – –
Bank of Montreal
2354
Bank of Montreal
Ontario, Canada
$903K +$18.2K +146,942 +2%
WDL
2355
Well Done LLC
Michigan
$903K -$22.7K -217 -2%
PCS
2356
Personal CFO Solutions
New Jersey
$901K -$72.4K -693 -7%
MAC
2357
Mason & Associates (California)
California
$900K +$11.5K +110 +1%
HCM
2358
HMS Capital Management
Tennessee
$899K -$24.8K -237 -3%
DWM
2359
Defined Wealth Management
Oregon
$897K – – –
CP
2360
CenterBook Partners
Connecticut
$897K +$10.7K +102 +1%
F
2361
F3Logic
Minnesota
$896K -$33.9K -325 -4%
RWA
2362
Rainsberger Wealth Advisors
Colorado
$896K +$162K +1,548 +22%
RZH
2363
Relyea Zuckerberg Hanson
Connecticut
$894K -$30.1K -288 -3%
AC
2364
ASB Consultores
Florida
$892K +$82.4K +788 +10%
SLWA
2365
San Luis Wealth Advisors
California
$891K -$50.9K -487 -5%
TFA
2366
Triad Financial Advisors
North Carolina
$890K -$16.1K -154 -2%
CVM
2367
Cheviot Value Management
California
$890K -$4.18K -40 -0.5%
FNBTCON
2368
First National Bank & Trust Co of Newtown
Pennsylvania
$889K – – –
JWWM
2369
Johnson & White Wealth Management
Pennsylvania
$889K +$889K +8,510 New
CMANY
2370
Capital Management Associates (New York)
New York
$888K +$209 +2 +0%
SAMT
2371
Select Asset Management & Trust
Pennsylvania
$887K -$36.5K -349 -4%
JSW
2372
Journey Strategic Wealth
New Jersey
$885K +$238K +2,270 +37%
SB
2373
Sunflower Bank
Texas
$881K -$181K -1,735 -17%
CWS
2374
Cypress Wealth Services
California
$880K -$94.8K -895 -10%
SHWM
2375
Silicon Hills Wealth Management
Texas
$880K – – –
93 94
95
96 97