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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 %
AMCA
2876
Arthur M. Cohen & Associates
Illinois
$534K +$104K +775 +24%
DCM
2877
Dimension Capital Management
Florida
$534K +$58.6K +437 +12%
TSS
2878
Thomas Story & Son
Indiana
$532K +$5.5K +41 +1%
LRIA
2879
Leonard Rickey Investment Advisors
Washington
$530K +$74.7K +557 +16%
LWP
2880
Lumature Wealth Partners
Georgia
$530K -$38.9K -290 -7%
HWM
2881
Hassell Wealth Management
Louisiana
$530K +$530K +3,764 New
KWM
2882
Kaydan Wealth Management
Michigan
$529K +$3.89K +29 +0.7%
CWM
2883
Centric Wealth Management
Illinois
$528K -$189K -1,413 -26%
LL
2884
LWMG LLC
Minnesota
$528K +$528K +3,937 New
FCT
2885
First Community Trust
Iowa
$528K +$11.4K +85 +2%
KWS
2886
Keystone Wealth Services
California
$528K -$115K -856 -18%
AAG
2887
Armstrong Advisory Group
Massachusetts
$527K +$527K +3,933 New
PCMC
2888
Paragon Capital Management (Colorado)
Colorado
$526K +$671 +5 +0.1%
MF
2889
Meridian Financial
Massachusetts
$526K +$2.28K +17 +0.4%
CSC
2890
Caldwell Sutter Capital
California
$526K +$526K +3,921 New
MAWA
2891
Moss Adams Wealth Advisors
Washington
$525K +$525K +3,918 New
AOI
2892
Auto-Owners Insurance
Michigan
$525K +$525K +3,915 New
EWA
2893
Evolution Wealth Advisors
Florida
$525K +$49.5K +369 +10%
SAM
2894
S.A. Mason
Michigan
$524K -$10.1K -75 -2%
PCMC
2895
Private Capital Management (Colorado)
Colorado
$523K -$8.05K -60 -2%
PCC
2896
Park Circle Company
Maryland
$523K – – –
NP
2897
Ninepoint Partners
Ontario, Canada
$521K +$521K +3,884 New
SCM
2898
Shapiro Capital Management
Georgia
$520K – – –
GA
2899
Goldstein Advisors
Wisconsin
$519K +$519K +3,871 New
AG
2900
Algert Global
California
$518K +$74.2K +553 +17%
114 115
116
117 118