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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 %
QCIG
3451
Quad-Cities Investment Group
Iowa
$201K +$201K +1,500 New
TA
3452
Teramo Advisors
Florida
$201K – – –
PCM
3453
PAR Capital Management
Massachusetts
$201K +$201K +1,500 New
BLAM
3454
Bourne Lent Asset Management
New York
$201K +$201K +1,500 New
CCM
3455
Chickasaw Capital Management
Tennessee
$201K -$67K -500 -25%
AWA
3456
Aletheian Wealth Advisors
Washington
$201K +$201K +1,498 New
SPW
3457
Sonoma Private Wealth
California
$201K +$201K +1,497 New
NEPPG
3458
New England Professional Planning Group
Rhode Island
$201K +$201K +1,497 New
SWM
3459
Seed Wealth Management
Illinois
$201K +$201K +1,496 New
WAM
3460
WealthTrust Asset Management
Florida
$200K -$88.1K -657 -31%
HC
3461
Hoese & Co
Minnesota
$200K -$4.83K -35 -2%
EI
3462
Ellevest Inc
New York
$199K -$268 -2 -0.1%
AFS
3463
Annapolis Financial Services
Maryland
$198K -$53.5K -399 -21%
AA
3464
AlphaMark Advisors
Kentucky
$196K +$8.03K +60 +4%
BC
3465
BIT Capital
Germany
$194K -$283K -2,108 -59%
TFA
3466
Toth Financial Advisory
Virginia
$193K -$23.2K -173 -11%
DWMG
3467
DB Wealth Management Group
California
$193K +$134 +1 +0.1%
HF
3468
Halpern Financial
Virginia
$192K – – –
VCM
3469
Versant Capital Management
Arizona
$189K – – –
KFP
3470
KB Financial Partners
New Jersey
$189K -$537 -4 -0.3%
CPA
3471
Cowen Prime Advisors
New York
$187K – – –
JWM
3472
Janiczek Wealth Management
Colorado
$186K +$65.9K +471 +55%
GA
3473
GoalVest Advisory
New York
$175K – – –
ACM
3474
Antonetti Capital Management
Florida
$174K -$26.8K -200 -13%
CAGAS
3475
Capital Advisory Group Advisory Services
Minnesota
$173K -$260K -1,940 -60%
137 138
139
140 141