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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 %
SAF
3276
Smith Anglin Financial
Texas
$275K +$12.2K +91 +5%
BIA
3277
Beacon Investment Advisors
Maryland
$273K +$273K +2,034 New
KFS
3278
Kurt F. Somerville
$272K -$24.9K -186 -8%
WBCM
3279
Wilson & Boucher Capital Management
California
$272K – – –
EF
3280
Exeter Financial
Arizona
$272K – – –
YDMI
3281
Y.D. More Investments
Israel
$271K +$271K +2,035 New
MA
3282
Mezzasalma Advisors
New Jersey
$271K – – –
CCC
3283
Chelsea Counsel Company
California
$271K +$271K +2,019 New
ML
3284
Mayport LLC
Massachusetts
$270K -$41.6K -310 -13%
CWA
3285
Clarus Wealth Advisors
Arizona
$270K +$1.11K +8 +0.4%
WCM
3286
Wallace Capital Management
Texas
$269K -$7.78K -58 -3%
KC
3287
Knuff & Co
California
$268K – – –
AIM
3288
Arcadia Investment Management
Michigan
$268K -$6.71K -50 -2%
FA
3289
Fortis Advisors
Pennsylvania
$268K – – –
CC
3290
Codex Capital
New York
$266K – – –
CCM
3291
Cribstone Capital Management
Maine
$266K +$13.4K +100 +5%
IDA
3292
Intelligence Driven Advisers
California
$266K -$22.6K -164 -8%
BZWA
3293
Blue Zone Wealth Advisors
California
$266K -$3.9M -29,087 -94%
DWM
3294
Denver Wealth Management
Colorado
$264K +$264K +1,971 New
KA
3295
Kearns & Associates
California
$263K +$263K +1,960 New
CSIA
3296
Charles Schwab Investment Advisory
California
$262K -$23.7K -177 -8%
OCG
3297
Opus Capital Group
Ohio
$261K -$110K -821 -30%
CFGSD
3298
Compass Financial Group (South Dakota)
South Dakota
$261K +$261K +1,946 New
WCP
3299
Wick Capital Partners
Pennsylvania
$261K +$261K +1,950 New
CCP
3300
Clarkston Capital Partners
Michigan
$260K -$2.01M -15,000 -89%
130 131
132
133 134