JPM icon

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 %
CWM
3101
CarsonAllaria Wealth Management
Illinois
$367K -$6.18K -46 -2%
HPCM
3102
Hunter Perkins Capital Management
Illinois
$366K -$106K -794 -23%
RC
3103
Reik & Co
New York
$365K – – –
VCWA
3104
Vanguard Capital Wealth Advisors
Colorado
$365K +$27.9K +208 +8%
CC
3105
Capital Counsel
New York
$364K +$53.6K +400 +17%
KA
3106
Keene & Associates
Texas
$364K -$77.6K -579 -18%
CCIA
3107
Cherry Creek Investment Advisors
Colorado
$363K -$575K -4,285 -61%
IAP
3108
Indie Asset Partners
Indiana
$363K -$30K -224 -8%
WAG
3109
Windsor Advisory Group
Ohio
$362K +$362K +2,702 New
IPW
3110
Intergy Private Wealth
Colorado
$362K +$362K +2,697 New
SC
3111
Saturna Capital
Washington
$362K -$225K -1,675 -38%
TWP
3112
Tower Wealth Partners
Pennsylvania
$361K – – –
FWP
3113
Firethorn Wealth Partners
Georgia
$359K +$804 +6 +0.2%
MECA
3114
Miller Equity Capital Advisors
Texas
$359K +$40.2K +300 +13%
CF
3115
Corrigan Financial
Rhode Island
$359K +$402 +3 +0.1%
DSAM
3116
Dock Street Asset Management
Florida
$358K – – –
JGIA
3117
Jackson Grant Investment Advisers
Connecticut
$357K +$536 +4 +0.2%
AWM
3118
Altus Wealth Management
Kentucky
$356K +$1.07K +8 +0.3%
ORAM
3119
One River Asset Management
Connecticut
$355K +$355K +2,665 New
HP
3120
Hilltop Partners
Indiana
$355K +$355K +2,647 New
PFG
3121
Prosperity Financial Group
California
$354K +$354K +2,640 New
DCBT
3122
Dakota Community Bank & Trust
North Dakota
$354K -$124K -920 -26%
CHA
3123
Cooper/Haims Advisors
New York
$354K -$15.7K -117 -4%
AIA
3124
AIMZ Investment Advisors
California
$354K – – –
IP
3125
Isthmus Partners
Wisconsin
$353K – – –
123 124
125
126 127