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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 %
FNBOH
2501
First National Bank of Hutchinson
Kansas
$959K +$19.4K +145 +2%
FCFC
2502
First Citizens Financial Corp
Iowa
$958K – – –
FOA
2503
Five Oceans Advisors
California
$958K -$41.3K -308 -4%
EAM
2504
Eukles Asset Management
Ohio
$956K +$340K +2,535 +55%
FVWA
2505
Foster Victor Wealth Advisors
South Carolina
$953K -$1.93K -14 -0.2%
AF
2506
Affiance Financial
Minnesota
$949K +$13K +97 +1%
COCM
2507
Charter Oak Capital Management
New Hampshire
$949K -$20.5K -153 -2%
PIM
2508
Profit Investment Management
Maryland
$948K – – –
LF
2509
Lantz Financial
Illinois
$948K +$107K +798 +13%
AWM
2510
Angeles Wealth Management
California
$947K +$142K +1,058 +18%
KFA
2511
Kelleher Financial Advisors
New York
$947K +$805 +6 +0.1%
PCM
2512
Prelude Capital Management
New York
$946K +$423K +3,157 +81%
AMC
2513
Asset Management Corp
Illinois
$944K -$146K -1,091 -13%
EIA
2514
Edgemoor Investment Advisors
Maryland
$943K +$232K +1,733 +33%
SCA
2515
Sippican Capital Advisors
Massachusetts
$941K -$13.4K -100 -1%
FPA
2516
First Pacific Advisors
California
$939K – – –
MIC
2517
Meridian Investment Counsel
California
$938K – – –
CWP
2518
Core Wealth Partners
California
$936K +$936K +7,197 New
PWM
2519
Purus Wealth Management
California
$934K -$5.23K -39 -0.6%
OIS
2520
Okabena Investment Services
Minnesota
$933K -$481K -3,587 -34%
CFA
2521
CWS Financial Advisors
Michigan
$933K -$64.2K -422 -6%
PCH
2522
PGIM Custom Harvest
New Jersey
$931K +$931K +6,943 New
FCFS
2523
First Command Financial Services
Texas
$931K +$51.2K +382 +6%
FCB
2524
First Command Bank
Texas
$931K +$51.2K +382 +6%
EBSAM
2525
Eubel Brady & Suttman Asset Management
Ohio
$930K -$2.01K -15 -0.2%
99 100
101
102 103