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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 %
RCC
3576
Red Cedar Capital
Nebraska
$13K – – –
FGAM
3577
Financial Gravity Asset Management
Texas
$11.9K -$202K -2,281 -94%
MYAM
3578
Meiji Yasuda Asset Management
Japan
$11.4K +$101 +753 +0.9%
TJHA
3579
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
CAM
3580
ClariVest Asset Management
California
$11K – – –
CWA
3581
Carolina Wealth Advisors
South Carolina
$11K – – –
JFG
3582
JDM Financial Group
Texas
$10.3K +$10.3K +77 New
ECM
3583
Everence Capital Management
Indiana
$10.1K -$814 -6,070 -7%
TCOT
3584
Trust Company of Toledo
Ohio
$9.68K +$84 +629 +0.9%
ICM
3585
Islay Capital Management
Texas
$9.5K -$19K -142 -67%
Q
3586
QVR
California
$9.39K -$2.04M -15,211 -100%
CM
3587
Cornerstone Management
Georgia
$9.39K – – –
MUMSS
3588
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K +$1.29K +10 +17%
HH
3589
HWG Holdings
Texas
$8K – – –
BHWM
3590
Bay Harbor Wealth Management
Maryland
$7K +$132 +1 +2%
YAL
3591
Your Advocates Ltd
Texas
$6.71K – – –
TWP
3592
TFO Wealth Partners
Ohio
$5.92K +$5.33K +81 +900%
ARS
3593
Adirondack Retirement Specialists
New York
$4.96K – – –
KIG
3594
Kessler Investment Group
Indiana
$4K – – –
CWM
3595
Cedar Wealth Management
California
$3.22K – – –
ITIM
3596
Indiana Trust & Investment Management
Indiana
$3.06K +$16 +119 +0.5%
RG
3597
Retirement Group
California
$3K -$12K -80 -80%
SWM
3598
Sanctuary Wealth Management
Idaho
$2.68K +$2.68K +20 New
DCM
3599
Davidson Capital Management
Texas
$2.01K +$2.01K +15 New
IA
3600
IFS Advisors
Kansas
$1.42K – – –
142 143
144
145 146