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JPMorgan Chase
JPM

Overview Fund Activity

3,601 hedge funds and large institutions have $280B invested in JPMorgan Chase in 2022 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 1,509 increasing their positions, 1,361 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,601
Holders Change
+229
Holders Change %
+6.79%
% of All Funds
58.1%
Holding in Top 10
530
Holding in Top 10 Change
+193
Holding in Top 10 Change %
+57.27%
% of All Funds
8.55%
New
416
Increased
1,509
Reduced
1,361
Closed
127
Calls
$7.37B
Puts
$10B
Net Calls
-$2.64B
Net Calls Change
-$651M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.89B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
3
Morgan Stanley
Morgan Stanley
New York
+$1.08B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$737M
5
CSA
Cottage Street Advisors
Massachusetts
+$668M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1,000M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$514M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$402M
4
BlackRock
BlackRock
New York
-$394M
5
Renaissance Technologies
Renaissance Technologies
New York
-$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
2476
State of Wyoming
Wyoming
$1M +$559K +4,165 +126%
HVM
2477
Harvest Volatility Management
Connecticut
$996K -$185K -1,378 -16%
DA
2478
Denali Advisors
California
$992K -$121K -900 -11%
OBGC
2479
O'Brien Greene & Co
Pennsylvania
$992K -$2.36M -17,578 -70%
TF
2480
Threadgill Financial
Texas
$987K +$987K +7,361 New
IIM
2481
Ironwood Investment Management
Massachusetts
$984K -$68.4K -510 -6%
SB
2482
Sunflower Bank
Texas
$984K -$146K -1,091 -13%
GA
2483
Gateway Advisory
New Jersey
$984K +$805 +6 +0.1%
WP
2484
WealthSpring Partners
California
$982K -$24.7K -184 -2%
FFG
2485
Fullen Financial Group
Ohio
$982K +$6.86K +49 +0.7%
PWP
2486
Phillips Wealth Planners
Mississippi
$982K +$982K +6,886 New
HFM
2487
Hartford Funds Management
Pennsylvania
$981K +$646K +4,819 +193%
TFCP
2488
Twin Focus Capital Partners
Massachusetts
$980K -$75K -559 -7%
DG
2489
DMC Group
Alabama
$979K -$14.1K -104 -1%
OW
2490
Olistico Wealth
Oklahoma
$978K +$978K +7,291 New
GSWM
2491
Greenup Street Wealth Management
Michigan
$975K -$112K -834 -10%
ACM
2492
Armbruster Capital Management
New York
$974K – – –
CAM
2493
Cubic Asset Management
Massachusetts
$974K – – –
BCAM
2494
Boston Common Asset Management
Massachusetts
$973K -$584K -4,357 -38%
HG
2495
Herbst Group
Connecticut
$972K +$22.8K +170 +2%
OCM
2496
Objective Capital Management
Ohio
$971K +$10.7K +80 +1%
AA
2497
Addison Advisors
Vermont
$971K -$247K -1,840 -20%
EFL
2498
ERn Financial LLC
Wisconsin
$966K +$4.56K +34 +0.5%
AAP
2499
Arax Advisory Partners
Colorado
$965K +$3.76K +28 +0.4%
SC
2500
Sierra Capital
Florida
$959K +$1.88K +14 +0.2%
98 99
100
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