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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 %
MCM
476
Mill Capital Management
North Carolina
$29.4M -$17.6K -131 -0.1%
MAA
477
Matrix Asset Advisors
New York
$29.4M -$303K -2,258 -1%
CS
478
Cannell & Spears
New York
$29.4M -$4.49M -33,497 -13%
SPC
479
Stewart & Patten Company
California
$29.4M +$91.9K +685 +0.3%
SIC
480
Salem Investment Counselors
North Carolina
$29.1M +$346K +2,579 +1%
MG
481
Markel Group
Virginia
$29M – – –
OC
482
Oakworth Capital
Alabama
$28.9M +$177K +1,320 +0.6%
SBCM
483
Schwerin Boyle Capital Management
Massachusetts
$28.8M -$349K -2,600 -1%
IC
484
IEQ Capital
California
$28.7M +$1.33M +9,934 +5%
MIM
485
Manitou Investment Management
Ontario, Canada
$28.7M +$78.7K +587 +0.3%
HIMCH
486
Hartford Investment Management Co (HIMCO)
Connecticut
$28.6M -$10.9M -81,612 -28%
HCMT
487
Highland Capital Management (Tennessee)
Tennessee
$28.5M -$536K -3,998 -2%
AWM
488
Absher Wealth Management
North Carolina
$28.5M +$959K +7,155 +3%
BPCE
489
Bank Pictet & Cie (Europe)
Germany
$28.4M +$671K +5,000 +2%
CCM
490
Chilton Capital Management
Texas
$28.3M -$655K -4,883 -2%
SWP
491
Stratos Wealth Partners
Ohio
$28.3M -$1.11M -8,303 -4%
GW
492
GW & Wade
Massachusetts
$28.1M +$1.93M +14,392 +7%
MIA
493
MMBG Investment Advisors
Florida
$28.1M -$1.11M -8,265 -4%
NIM
494
Northeast Investment Management
Massachusetts
$28.1M +$145K +1,078 +0.5%
HCMG
495
Howard Capital Management Group
California
$28M -$114K -850 -0.4%
CTA
496
Chesley Taft & Associates
Illinois
$28M +$93.7K +699 +0.3%
SSWM
497
Smith Salley Wealth Management
North Carolina
$27.9M +$66.2K +494 +0.2%
FFM
498
Fullerton Fund Management
Singapore
$27.7M +$26.2M +195,014 +1,709%
LI
499
LMCG Investments
Massachusetts
$27.6M +$56.3K +420 +0.2%
NP
500
NS Partners
United Kingdom
$27.4M -$4.6M -34,337 -14%
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