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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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$21.8M +$602K +4,491 +3%
ACA
577
Aptus Capital Advisors
Alabama
$21.7M +$1.12M +8,316 +5%
BC
578
Brookfield Corp
Ontario, Canada
$21.7M -$20M -149,069 -48%
LF
579
Longbow Finance
Switzerland
$21.6M +$21.6M +161,156 New
AHB
580
Abner Herrman & Brock
New Jersey
$21.5M +$256K +1,909 +1%
FMLI
581
Fukoku Mutual Life Insurance
Japan
$21.5M +$3.49M +26,000 +19%
RIL
582
Rothschild Investment LLC
Illinois
$21.4M -$89.8K -670 -0.4%
BRWA
583
B. Riley Wealth Advisors
Florida
$21.2M +$1.88M +14,020 +10%
HPG
584
Harvest Portfolios Group
Ontario, Canada
$21.1M +$21.1M +157,707 New
KPWS
585
Kestra Private Wealth Services
Texas
$20.9M -$271K -2,018 -1%
JFG
586
Jefferies Financial Group
New York
$20.7M +$20.7M +154,167 New
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$20.4M +$3.06M +22,803 +18%
DMIC
588
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.3M +$567K +4,225 +3%
CGH
589
Crossmark Global Holdings
Texas
$20.3M -$12M -89,659 -37%
VW
590
Vantage Wealth
California
$20.3M -$906K -6,755 -4%
AAS
591
Avantax Advisory Services
Texas
$20.3M +$830K +6,193 +4%
FNBT
592
FineMark National Bank & Trust
Florida
$20.2M +$63.2K +471 +0.3%
AIM
593
Allen Investment Management
New York
$20.2M -$155K -1,159 -0.8%
WAS
594
Wesleyan Assurance Society
United Kingdom
$20.1M – – –
AWCI
595
Alpine Woods Capital Investors
New York
$20.1M -$1.1M -8,182 -5%
PCM
596
Parsons Capital Management
Rhode Island
$20M +$289K +2,157 +1%
GC
597
Gratus Capital
Georgia
$20M +$8.24M +61,429 +70%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$19.7M +$505K +3,766 +3%
SCA
599
Stonebridge Capital Advisors
Minnesota
$19.7M +$803K +5,991 +4%
ECM
600
Evergreen Capital Management
Washington
$19.6M -$1.29M -9,604 -6%
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