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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
$7.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.09B
3
Morgan Stanley
Morgan Stanley
New York
$7.92B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$6.01B
5
CSA
Cottage Street Advisors
Massachusetts
$674M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
BlackRock
New York
$26.1B
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
3651
Tradewinds LLC
North Carolina
– -$3.02M -28,851 Closed
PCM
3652
Prana Capital Management
Connecticut
– -$2.98M -28,523 Closed
CAM
3653
Chou Associates Management
Ontario, Canada
– -$2.54M -24,275 Closed
IMC Chicago
3654
IMC Chicago
Illinois
– -$2.48M -23,766 Closed
EP
3655
Edgestream Partners
New Jersey
– -$1.65M -15,744 Closed
BFM
3656
Boothbay Fund Management
New York
– -$1.58M -15,112 Closed
NRCM
3657
North Reef Capital Management
California
– -$1.57M -15,000 Closed
SFM
3658
Soros Fund Management
New York
– -$1.37M -13,099 Closed
WCA
3659
Waratah Capital Advisors
Ontario, Canada
– -$1.37M -13,089 Closed
SH
3660
SeaTown Holdings
Singapore
– -$1.31M -12,500 Closed
CM
3661
Corvex Management
New York
– -$1.3M -12,407 Closed
AFA
3662
AllGen Financial Advisors
Florida
– -$1.29M -12,309 Closed
ACM
3663
AlphaCrest Capital Management
New York
– -$1.26M -12,046 Closed
FL
3664
Fourthstone LLC
Missouri
– -$1.16M -11,100 Closed
HPWM
3665
Highland Private Wealth Management
Washington
– -$1.13M -10,819 Closed
FWM
3666
Foresight Wealth Management
Utah
– -$1.09M -10,461 Closed
ZCM
3667
Zenyatta Capital Management
Delaware
– -$1.05M -10,000 Closed
CM
3668
CM Management
Florida
– -$1.05M -10,000 Closed
Members Trust
3669
Members Trust
Florida
– -$1.02M -9,787 Closed
JWWM
3670
Johnson & White Wealth Management
Pennsylvania
– -$889K -8,510 Closed
BAM
3671
Burgundy Asset Management
Ontario, Canada
– -$816K -7,809 Closed
PAWC
3672
P.A.W. Capital
Connecticut
– -$784K -7,500 Closed
KCM
3673
Karp Capital Management
California
– -$760K -7,272 Closed
DA
3674
DSC Advisors
Illinois
– -$752K -7,193 Closed
SDWMA
3675
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$655K -6,266 Closed
145 146
147
148 149