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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 %
PFS
2451
Physicians Financial Services
North Carolina
$792K -$26.1K -250 -3%
DG
2452
DMC Group
Alabama
$792K -$7.76K -72 -1%
SP
2453
Successful Portfolios
Florida
$787K +$85.1K +815 +12%
MKC
2454
M. Kraus & Co
Vermont
$786K +$9.19K +88 +1%
WP
2455
WealthSpring Partners
California
$785K +$785K +7,508 New
LFM
2456
Lumina Fund Management
New York
$784K – – –
PAWC
2457
P.A.W. Capital
Connecticut
$784K – – –
AA
2458
Alta Advisers
United Kingdom
$784K +$784K +7,500 New
LIA
2459
LBMC Investment Advisors
Tennessee
$783K -$20.9K -200 -3%
AP
2460
Atwood & Palmer
Missouri
$783K -$9.3K -89 -1%
BWP
2461
Balboa Wealth Partners
Arizona
$783K +$783K +7,497 New
AC
2462
Apella Capital
Connecticut
$778K +$11.5K +110 +2%
FOA
2463
Five Oceans Advisors
California
$778K +$185K +1,776 +31%
HIM
2464
Hotaling Investment Management
Pennsylvania
$776K -$51K -488 -6%
KIG
2465
Kowal Investment Group
Wisconsin
$770K +$53.2K +509 +7%
QC
2466
Quent Capital
New York
$770K +$113K +1,079 +17%
MHWM
2467
Montz Harcus Wealth Management
Louisiana
$769K +$36.8K +352 +5%
D
2468
Diversified
Delaware
$767K +$200K +1,912 +35%
HFA
2469
High Falls Advisors
New York
$766K -$18.8K -180 -2%
GA
2470
Gateway Advisory
New Jersey
$766K +$627 +6 +0.1%
ACP
2471
Aveo Capital Partners
Colorado
$761K -$261K -2,500 -26%
FNBSF
2472
First National Bank Sioux Falls
South Dakota
$761K +$41.8K +400 +6%
KCM
2473
Karp Capital Management
California
$760K -$2.75M -26,270 -78%
CAM
2474
Cubic Asset Management
Massachusetts
$759K -$13.2K -126 -2%
ACM
2475
Armbruster Capital Management
New York
$759K – – –
97 98
99
100 101