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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 %
SWA
2826
Sax Wealth Advisors
New Jersey
$590K -$2.55K -19 -0.4%
SVCP
2827
Silicon Valley Capital Partners
California
$590K -$190K -1,416 -24%
EIA
2828
Eldridge Investment Advisors
New Hampshire
$589K +$28.2K +210 +5%
CFLC
2829
California First Leasing Corp
California
$587K – – –
FNC
2830
First National Corp
Massachusetts
$585K +$67.9K +506 +13%
TCM
2831
Triumph Capital Management
Colorado
$584K -$138K -1,031 -19%
QFA
2832
Quantum Financial Advisors
California
$584K +$6.84K +51 +1%
DE
2833
Day & Ennis
Georgia
$582K -$24.8K -185 -4%
HFS
2834
Howard Financial Services
Texas
$581K +$108K +809 +23%
AAMC
2835
Asset Allocation & Management Company
Illinois
$580K -$376K -2,808 -39%
AFP
2836
Alpha Financial Partners
Kentucky
$580K +$580K +4,323 New
ONST
2837
Old North State Trust
North Carolina
$579K – – –
EWP
2838
Engrave Wealth Partners
Texas
$579K +$152K +1,115 +36%
AP
2839
Arlington Partners
Alabama
$579K +$210K +1,563 +57%
IAG
2840
Investmark Advisory Group
Connecticut
$578K +$113K +841 +24%
SFM
2841
Spartan Fund Management
Canada
$578K – – –
ONGA
2842
O'Neil Global Advisors
California
$578K +$578K +4,313 New
HWA
2843
Hillcrest Wealth Advisors
New Jersey
$578K -$3.62K -27 -0.6%
HAM
2844
Hedges Asset Management
Nevada
$577K – – –
TFF
2845
The Family Firm
Maryland
$575K +$101K +750 +21%
TCM
2846
True Capital Management
California
$575K +$575K +4,288 New
SGWM
2847
Sterling Group Wealth Management
California
$574K +$574K +4,280 New
SDAM
2848
Shulman DeMeo Asset Management
New York
$574K -$671 -5 -0.1%
ACA
2849
Affinity Capital Advisors
California
$571K -$10.6K -79 -2%
HIG
2850
Heritage Investment Group
Florida
$571K -$10.2K -76 -2%
112 113
114
115 116