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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 %
JF
2751
Joule Financial
Kentucky
$675K +$42.6K +318 +7%
WH
2752
Willner & Heller
California
$675K -$23.6K -176 -3%
CSWG
2753
Cardinal Strategic Wealth Guidance
Kentucky
$671K -$14.7K -110 -2%
GITFIT
2754
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$671K – – –
JC
2755
JBF Capital
Colorado
$671K – – –
SCA
2756
Sandy Cove Advisors
Massachusetts
$670K +$83K +619 +14%
RPGK
2757
Retirement Planning Group (Kansas)
Kansas
$670K +$3.49K +26 +0.5%
MTIM
2758
Marathon Trading Investment Management
Pennsylvania
$669K +$38.1K +284 +6%
LC
2759
Landaas & Company
Wisconsin
$666K -$96.5K -717 -13%
SIA
2760
Schear Investment Advisers
Ohio
$665K +$665K +4,962 New
KIG
2761
Kennedy Investment Group
New Jersey
$664K +$664K +4,952 New
BIMC
2762
Benson Investment Management Company
Virginia
$664K – – –
OFW
2763
Omnia Family Wealth
Florida
$663K -$15.8K -118 -2%
CWA
2764
CJM Wealth Advisers
Virginia
$663K +$26.8K +200 +4%
BCM
2765
Bluefin Capital Management
New York
$662K -$282K -2,100 -30%
GCM
2766
Gladius Capital Management
Illinois
$661K -$2.21M -16,509 -77%
WCM
2767
Wedge Capital Management
North Carolina
$661K -$9.13K -68 -1%
VC
2768
Vicus Capital
Pennsylvania
$660K -$110K -822 -14%
MA
2769
Momentum Advisors
New York
$660K -$26.8K -200 -4%
FPCG
2770
Forum Private Client Group
Indiana
$659K -$38.8K -289 -6%
LF
2771
Lee Financial
Texas
$658K – – –
SWP
2772
Summit Wealth Partners
Florida
$657K +$939 +7 +0.1%
RPCONE
2773
Retirement Planning Company of New England
Rhode Island
$653K +$27.9K +208 +4%
RWI
2774
Red Wave Investments
Pennsylvania
$651K -$200K -1,488 -23%
EWA
2775
ERTS Wealth Advisors
Michigan
$651K -$2.15K -16 -0.3%
109 110
111
112 113