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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 %
GPA
2426
Garrison Point Advisors
California
$826K – – –
SAM
2427
SignalPoint Asset Management
Missouri
$824K -$38.7K -371 -4%
BC
2428
Barrett & Company
Rhode Island
$822K +$822K +6,131 New
PIA
2429
Pinion Investment Advisors
Kansas
$822K -$173K -1,650 -17%
TFCP
2430
Twin Focus Capital Partners
Massachusetts
$822K -$71.5K -684 -8%
IIM
2431
Ironwood Investment Management
Massachusetts
$820K – – –
NERM
2432
New England Research & Management
Illinois
$819K -$23.5K -225 -3%
QPW
2433
Quantum Private Wealth
Florida
$817K +$420K +4,019 +106%
BAM
2434
Burgundy Asset Management
Ontario, Canada
$816K -$204K -1,952 -20%
DIA
2435
Davidson Investment Advisors
Montana
$816K -$154K -1,475 -16%
AIM
2436
Alhambra Investment Management
Florida
$815K +$9.72K +93 +1%
AFG
2437
Allegheny Financial Group
Pennsylvania
$813K +$62.3K +597 +8%
RTS
2438
Round Table Services
New Jersey
$810K +$2.72K +26 +0.3%
RG
2439
Renaissance Group
Kentucky
$809K -$20.6K -197 -2%
AWA
2440
Alta Wealth Advisors
Massachusetts
$809K +$57.6K +551 +8%
FAG
2441
Fortitude Advisory Group
Washington
$807K +$9.72K +93 +1%
DFS
2442
Dixon Fnancial Services
California
$804K -$314 -3 -0%
SWM
2443
Shakespeare Wealth Management
Wisconsin
$804K +$804K +7,696 New
IA
2444
IFG Advisors
Missouri
$798K +$13.4K +128 +2%
CC
2445
Corsicana & Co
Texas
$798K +$38.7K +370 +5%
OWA
2446
One Wealth Advisors
California
$795K +$545K +5,214 +218%
QFA
2447
Quattro Financial Advisors
Texas
$795K +$795K +7,607 New
SIG
2448
Spinnaker Investment Group
California
$794K -$7.62K -73 -1%
CA
2449
Crewe Advisors
Utah
$794K +$199K +1,903 +33%
TWA
2450
TPB Wealth Advisors
Texas
$792K -$42.4K -406 -5%
96 97
98
99 100