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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 %
AC
2376
Asio Capital
Kentucky
$879K -$984K -9,418 -53%
SCA
2377
Spearhead Capital Advisors
Florida
$877K -$6.08M -58,160 -87%
PA
2378
PSI Advisors
Florida
$877K -$40.5K -388 -4%
FFG
2379
Fullen Financial Group
Ohio
$877K +$13.9K +110 +2%
GTAM
2380
Global Trust Asset Management
Florida
$876K -$2.61K -25 -0.3%
TGAM
2381
TBH Global Asset Management
Tennessee
$876K +$523 +5 +0.1%
ACM
2382
Ayrshire Capital Management
Connecticut
$875K +$13.1K +125 +2%
SPP
2383
Single Point Partners
Massachusetts
$872K +$236K +2,263 +37%
CG
2384
Clarus Group
Texas
$871K -$18.2K -174 -2%
PFC
2385
Phocas Financial Corp
California
$870K +$13.6K +130 +2%
TT
2386
TI-Trust
Illinois
$869K +$20.7K +198 +2%
WAL
2387
W Advisors LLC
Tennessee
$868K +$835 +8 +0.1%
DA
2388
Denali Advisors
California
$867K +$41.8K +400 +5%
MSCM
2389
McElhenny Sheffield Capital Management
Texas
$864K – – –
THWM
2390
Taylor Hoffman Wealth Management
Virginia
$863K -$10.2K -98 -1%
QWM
2391
QP Wealth Management
New Jersey
$861K +$193K +1,819 +29%
NWM
2392
Northwest Wealth Management
Iowa
$860K +$66.9K +640 +8%
FFS
2393
Founders Financial Securities
Maryland
$859K +$14.5K +139 +2%
LWM
2394
Lionsbridge Wealth Management
Florida
$858K +$2.72K +26 +0.3%
LB
2395
Legacy Bridge
Iowa
$857K – – –
HFAS
2396
Hummer Financial Advisory Services
Illinois
$856K -$27.6K -264 -3%
OIM
2397
Orca Investment Management
Oregon
$856K -$23.6K -226 -3%
EM
2398
ELCO Management
New York
$856K -$1.46K -14 -0.2%
MTC
2399
McDaniel Terry & Co
Texas
$856K +$86.1K +824 +11%
FH
2400
FWG Holdings
Florida
$854K +$22.8K +218 +3%
94 95
96
97 98