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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 %
BFG
2401
Bouchey Financial Group
New York
$850K +$209 +2 +0%
CWA
2402
Clearview Wealth Advisors
Oregon
$850K +$12K +115 +1%
AMC
2403
Asset Management Corp
Illinois
$850K +$29.4K +281 +4%
BIA
2404
Benchmark Investment Advisors
Illinois
$848K -$37.4K -358 -4%
AA
2405
Alesco Advisors
New York
$848K – – –
GSWM
2406
Greenup Street Wealth Management
Michigan
$847K -$126K -1,202 -13%
CWC
2407
Carolinas Wealth Consulting
North Carolina
$847K -$21.9K -210 -3%
SC
2408
Stephens Consulting
Michigan
$846K +$193K +1,846 +30%
KA
2409
Kozak & Associates
Colorado
$846K -$39.7K -389 -4%
OPW
2410
Oxler Private Wealth
New York
$846K -$201K -1,920 -19%
BFA
2411
Beacon Financial Advisory
Ohio
$845K -$41.8K -400 -5%
CPA
2412
Cardiff Park Advisors
California
$845K -$10.8K -103 -1%
AO
2413
Advisor OS
Illinois
$842K -$228K -2,183 -21%
IRC
2414
Investors Research Corp
Georgia
$842K +$85.9K +822 +11%
WMA
2415
Wealth Management Associates
New Jersey
$838K -$7.11K -68 -0.8%
HHGA
2416
Halbert Hargrove Global Advisors
California
$838K +$89.1K +853 +12%
KTA
2417
Keeley-Teton Advisors
Illinois
$836K -$20.6K -197 -2%
GCM
2418
GoodHaven Capital Management
New Jersey
$836K – – –
KP
2419
Keel Point
Alabama
$835K -$28.9K -277 -3%
CIAS
2420
CFS Investment Advisory Services
New Jersey
$835K +$833K +833,070 +42,439%
CFD
2421
Creative Financial Designs
Indiana
$832K +$219K +2,098 +36%
PG
2422
Proffitt & Goodson
Tennessee
$831K -$7.21K -69 -0.9%
PK
2423
Pflug Koory
Nebraska
$829K +$11.2K +107 +1%
PL
2424
Plancorp LLC
Missouri
$827K +$33.3K +319 +4%
RCG
2425
Rock Creek Group
District of Columbia
$827K +$78.3K +749 +10%
95 96
97
98 99