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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 %
Jacobs Levy Equity Management
2951
Jacobs Levy Equity Management
New Jersey
$475K +$475K +3,544 New
CAWM
2952
Capital Advisors Wealth Management
Washington
$475K +$67.2K +501 +16%
HA
2953
HC Advisors
Georgia
$474K +$43.3K +323 +10%
OFS
2954
Oldfather Financial Services
Nebraska
$471K +$670 +5 +0.1%
JJBC
2955
James J. Burns & Company
New York
$471K +$4.43K +33 +0.9%
PCM
2956
Piedmont Capital Management
Montana
$471K +$31.8K +237 +7%
CL
2957
CSS LLC
Illinois
$469K -$4.78M -35,652 -91%
SWM
2958
Shelton Wealth Management
Texas
$468K -$30.8K -230 -6%
HIA
2959
HTG Investment Advisors
Connecticut
$467K +$467K +3,486 New
AG
2960
Advocate Group
Minnesota
$467K +$64.9K +484 +16%
ADMI
2961
Albert D. Mason Inc
Massachusetts
$467K +$12.1K +90 +3%
VPP
2962
Vertex Planning Partners
Illinois
$467K +$467K +3,479 New
FCM
2963
Firestone Capital Management
Florida
$464K -$13.3K -99 -3%
PPW
2964
Pasadena Private Wealth
California
$463K -$22K -164 -5%
GSIAS
2965
Garden State Investment Advisory Services
New Jersey
$463K +$463K +3,453 New
AWM
2966
Aevitas Wealth Management
Massachusetts
$462K +$1.34K +10 +0.3%
MPAM
2967
Murphy Pohlad Asset Management
Minnesota
$461K – – –
TIA
2968
Tandem Investment Advisors
South Carolina
$460K +$107K +798 +30%
C
2969
CEDRUS
Colorado
$459K +$6.97K +52 +2%
IFO
2970
Independent Family Office
New York
$459K – – –
KL
2971
KilterHowling LLC
Colorado
$459K -$58.2K -434 -11%
CIA
2972
Cascade Investment Advisors
Oregon
$458K – – –
FSC
2973
Full Sail Capital
Oklahoma
$458K +$81.9K +611 +22%
DA
2974
Drake & Associates
Wisconsin
$457K +$89.9K +670 +24%
KAM
2975
KEB Asset Management
Illinois
$456K -$10.9K -81 -2%
117 118
119
120 121