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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 %
NVIM
2851
New Vernon Investment Management
Illinois
$570K – – –
RIS
2852
Retirement Income Solutions
Michigan
$570K – – –
WA1
2853
Wimmer Associates 1
California
$566K +$3.35K +25 +0.6%
DAM
2854
Derbend Asset Management
Georgia
$565K -$140K -1,043 -20%
SFG
2855
Sunburst Financial Group
Alabama
$562K +$402 +3 +0.1%
BWM
2856
Baron Wealth Management
Michigan
$562K +$562K +4,191 New
CCA
2857
Cottonwood Capital Advisors
Utah
$562K -$18.8K -140 -3%
WAM
2858
Weinberger Asset Management
California
$560K -$16.9K -126 -3%
SRSA
2859
S.R. Schill & Associates
Washington
$556K +$5.23K +39 +0.9%
CFG
2860
Carr Financial Group
Massachusetts
$555K +$555K +4,142 New
MJRIC
2861
Mogy Joel R Investment Counsel
California
$555K – – –
BRA
2862
Bender Robert & Associates
California
$554K – – –
NG
2863
Northstar Group
New York
$551K – – –
DAM
2864
Doheny Asset Management
California
$550K -$263K -1,966 -32%
OAM
2865
Oberweis Asset Management
Illinois
$548K +$402 +3 +0.1%
FRA
2866
Frank Rimerman Advisors
California
$547K – – –
LFA
2867
Laraway Financial Advisors
Minnesota
$546K +$402 +3 +0.1%
SWM
2868
Silverlake Wealth Management
Vermont
$545K -$4.43K -33 -0.8%
FA
2869
Financial Advisors
Massachusetts
$544K -$2.68K -20 -0.5%
NA
2870
Nottingham Advisors
New York
$538K +$13.4K +100 +3%
FA
2871
Faithward Advisors
Pennsylvania
$538K +$30.4K +227 +6%
ACP
2872
Aveo Capital Partners
Colorado
$537K -$440K -3,281 -45%
SLG
2873
Stanley-Laman Group
Pennsylvania
$536K – – –
AC
2874
AXQ Capital
New Jersey
$536K +$536K +4,000 New
TCMP
2875
Thrive Capital Management (Pennsylvania)
Pennsylvania
$534K +$104K +772 +24%
113 114
115
116 117