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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 %
WBG
526
Wharton Business Group
Pennsylvania
$24.5M +$90.5K +675 +0.4%
CDH
527
Charles D. Hyman
$24.5M -$3.35K -25 -0%
CAC
528
Core Alternative Capital
Georgia
$24.5M +$5.46M +40,692 +29%
FPCG
529
Fort Pitt Capital Group
Pennsylvania
$24.5M +$1.6M +11,966 +7%
WAM
530
Wilsey Asset Management
California
$24.3M -$111K -831 -0.5%
LG
531
LaFleur & Godfrey
Michigan
$24.2M -$3.84M -28,634 -14%
LA
532
LBP AM
France
$24.2M +$24.2M +180,204 New
ICP
533
Ironvine Capital Partners
Nebraska
$24.1M +$1.03M +7,718 +4%
PFO
534
Pathstone Family Office
New Jersey
$24.1M +$7.15M +66,193 +42%
RT
535
Rockland Trust
Massachusetts
$24.1M -$232K -1,733 -1%
CTC
536
Central Trust Company
Missouri
$24.1M +$148K +1,106 +0.6%
OA
537
Oak Associates
Ohio
$23.9M -$1.23M -9,170 -5%
DDPIC
538
Deroy & Devereaux Private Investment Counsel
Michigan
$23.9M +$307K +2,293 +1%
AAIM
539
American Assets Investment Management
California
$23.8M – – –
HFS
540
Hantz Financial Services
Michigan
$23.8M +$5.8M +43,229 +32%
MIM
541
Marco Investment Management
Georgia
$23.7M -$287K -2,140 -1%
TBA
542
Tower Bridge Advisors
Pennsylvania
$23.7M -$250K -1,866 -1%
Holocene Advisors
543
Holocene Advisors
New York
$23.6M +$7.5M +55,911 +47%
SSB
544
Sandy Spring Bank
Maryland
$23.6M -$716K -5,340 -3%
PWAG
545
Polaris Wealth Advisory Group
California
$23.6M -$1.36M -9,724 -5%
ACA
546
Anchor Capital Advisors
Massachusetts
$23.6M -$2.32M -17,330 -9%
KIA
547
KCM Investment Advisors
California
$23.4M -$97.5K -727 -0.4%
AP
548
Appleton Partners
Massachusetts
$23.4M -$282K -2,104 -1%
HR
549
Howe & Rusling
New York
$23.3M +$1.14M +8,524 +5%
CA
550
Cullinan Associates
Kentucky
$23.3M -$2.86M -21,358 -11%
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