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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 %
NIC
2976
Northwest Investment Counselors
Oregon
$456K -$23.7K -177 -5%
CL
2977
CIM LLC
New York
$456K -$15.9K -113 -3%
HHAM
2978
HITE Hedge Asset Management
Massachusetts
$455K – – –
FA
2979
Forefront Analytics
Pennsylvania
$455K +$3.62K +27 +0.8%
TIM
2980
Total Investment Management
Arizona
$454K -$5.77K -43 -1%
PWM
2981
Prosperity Wealth Management
California
$453K +$453K +3,381 New
WCG
2982
Weaver Consulting Group
California
$453K +$3.76K +28 +0.8%
IGGA
2983
Iron Gate Global Advisors
Utah
$451K +$11.9K +89 +3%
NWMG
2984
National Wealth Management Group
Ohio
$450K +$450K +3,353 New
BDA
2985
Borer Denton & Associates
Pennsylvania
$449K – – –
LGG
2986
Luts & Greenleigh Group
Maryland
$448K +$448K +3,339 New
TPW
2987
Tiller Private Wealth
Pennsylvania
$447K -$15.6K -116 -3%
HPM
2988
Hoxton Planning & Management
West Virginia
$447K +$447K +3,335 New
WA
2989
Wealthstream Advisors
New York
$446K +$3.22K +24 +0.7%
HAS
2990
Holland Advisory Services
Florida
$445K – – –
M1FG
2991
Mach-1 Financial Group
Arkansas
$445K -$28.8K -215 -6%
GJIA
2992
Glass Jacobson Investment Advisors
Maryland
$445K +$445K +3,315 New
VIM
2993
VELA Investment Management
Ohio
$444K – – –
VCP
2994
Vista Capital Partners
Oregon
$444K +$107K +801 +32%
PHIC
2995
Pine Haven Investment Counsel
Massachusetts
$444K +$13.4K +100 +3%
TA
2996
Tectonic Advisors
Texas
$443K +$41.4K +309 +10%
MS
2997
Madden Securities
Texas
$442K -$1.82M -13,595 -80%
DOA
2998
D'Orazio & Associates
Virginia
$441K +$38.5K +287 +10%
I
2999
InceptionR
California
$440K +$440K +3,281 New
KOC
3000
Koss-Olinger Consulting
Florida
$439K – – –
118 119
120
121 122