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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 %
ME
2626
McIlrath & Eck
Washington
$802K +$20.7K +154 +3%
GWP
2627
Gateway Wealth Partners
Wisconsin
$801K +$801K +5,977 New
CG
2628
Clifford Group
Massachusetts
$800K +$800K +5,968 New
PIA
2629
Pinion Investment Advisors
Kansas
$799K -$255K -1,902 -24%
VCM
2630
Vision Capital Management
Oregon
$797K – – –
PWC
2631
PYA Waltman Capital
Tennessee
$796K +$99K +738 +14%
SNBOSD
2632
Security National Bank of So Dak
Iowa
$796K +$241K +1,800 +44%
FFA
2633
Fi3 Financial Advisors
Indiana
$796K +$191K +1,425 +32%
SCM
2634
SKBA Capital Management
California
$795K +$40.2K +300 +5%
SL
2635
Salomon & Ludwin
Virginia
$793K +$130K +967 +20%
CIG
2636
Cascade Investment Group
Colorado
$792K +$792K +5,905 New
HWMG
2637
Hurlow Wealth Management Group
Indiana
$791K +$13K +97 +2%
CAM
2638
Concorde Asset Management
Michigan
$791K -$24.3K -157 -3%
CA
2639
Centerpoint Advisors
Massachusetts
$790K +$25.2K +188 +3%
BAM
2640
BOS Asset Management
Illinois
$789K +$789K +5,887 New
CSI
2641
Cross Staff Investments
New York
$788K +$134 +1 +0%
CCM
2642
Crew Capital Management
Ohio
$786K -$31.9K -238 -4%
APW
2643
Aurora Private Wealth
New Jersey
$786K -$140K -1,043 -15%
APW
2644
Austin Private Wealth
Texas
$785K +$91.5K +682 +13%
PAM
2645
Premier Asset Management
Illinois
$784K +$162K +1,209 +26%
HFA
2646
Highland Financial Advisors
New Jersey
$783K +$4.83K +36 +0.6%
AAM
2647
Arabesque Asset Management
United Kingdom
$782K +$782K +5,833 New
CCA
2648
Cravens & Co Advisors
Tennessee
$782K +$782K +5,831 New
LAI
2649
Legal Advantage Investments
California
$780K – – –
WFG
2650
Wills Financial Group
Virginia
$778K -$33.3K -248 -4%
104 105
106
107 108