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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 %
FB
2701
First Bancorp
Maine
$734K -$9.12K -68 -1%
DIM
2702
Delta Investment Management
California
$733K -$14.3K -107 -2%
GSAM
2703
Grant Street Asset Management
Pennsylvania
$730K – – –
MWM
2704
McNaughton Wealth Management
California
$730K +$12.2K +91 +2%
TCOO
2705
Trust Company of Oklahoma
Oklahoma
$729K +$402 +3 +0.1%
KC
2706
Kingfisher Capital
North Carolina
$727K -$24K -179 -3%
PCM
2707
Perritt Capital Management
Illinois
$724K -$4.56K -34 -0.6%
IIA
2708
Integral Investment Advisors
California
$722K +$32.3K +241 +5%
AWM
2709
Avaii Wealth Management
Wisconsin
$721K +$27.5K +205 +4%
ES
2710
Eagle Strategies
New York
$719K +$4.43K +33 +0.6%
CCM
2711
Carlson Capital Management
Minnesota
$718K -$10.3K -77 -1%
HFA
2712
High Falls Advisors
New York
$717K -$266K -1,982 -27%
BFA
2713
Buttonwood Financial Advisors
Maryland
$716K -$42.1K -314 -6%
TWM
2714
Tanager Wealth Management
United Kingdom
$716K +$448K +3,342 +167%
TCM
2715
Tributary Capital Management
Nebraska
$716K -$13.4K -100 -2%
BDF
2716
Black Diamond Financial
Maryland
$711K +$134 +1 +0%
RW
2717
Rede Wealth
Virginia
$709K -$33.1K -247 -4%
CAM
2718
Cidel Asset Management
Ontario, Canada
$707K -$29.8K -222 -4%
BCG
2719
Breakwater Capital Group
New Jersey
$706K +$706K +5,263 New
TFM
2720
TFC Financial Management
Massachusetts
$704K -$107K -801 -13%
TSS
2721
Two Sigma Securities
New York
$703K -$5.45M -40,636 -89%
WDA
2722
Wendell David Associates
New Hampshire
$703K -$20.1K -150 -3%
AWMG
2723
Alliance Wealth Management Group
New Jersey
$703K +$8.31K +62 +1%
HWA
2724
HHM Wealth Advisors
Tennessee
$700K +$76.3K +569 +12%
HWA
2725
Heartwood Wealth Advisors
Virginia
$700K -$14.8K -110 -2%
107 108
109
110 111