JPM icon

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 %
SCA
676
Stillwater Capital Advisors
Pennsylvania
$15.7M -$159K -1,185 -1%
TA
677
TruWealth Advisors
Louisiana
$15.7M +$428K +3,189 +3%
ASN
678
Advisory Services Network
Georgia
$15.7M +$2.17M +16,184 +16%
WS
679
Wedbush Securities
California
$15.7M -$168K -1,251 -1%
BCM
680
Bridgeway Capital Management
Texas
$15.5M +$5.01M +37,355 +48%
AUB
681
Atlantic Union Bankshares
Virginia
$15.4M -$956K -7,130 -6%
UAS
682
United Asset Strategies
New York
$15.3M +$271K +2,019 +2%
NSLI
683
Nan Shan Life Insurance
Taiwan
$15.3M -$31.2M -232,943 -67%
DMC
684
Drexel Morgan & Co
Pennsylvania
$15.1M – – –
AHC
685
Adell Harriman & Carpenter
Texas
$15.1M +$563K +4,198 +4%
CAM
686
Cresset Asset Management
Illinois
$15M -$7.97K -70 -0.1%
CAM
687
Congress Asset Management
Massachusetts
$15M +$140K +1,044 +0.9%
CNC
688
Canandaigua National Corp
New York
$15M +$183K +1,362 +1%
JPMIA
689
J.P. Marvel Investment Advisors
Massachusetts
$15M – – –
AIM
690
Avity Investment Management
Connecticut
$15M +$104K +773 +0.7%
TC
691
TownSquare Capital
Utah
$14.9M +$531K +3,958 +4%
AFCM
692
Applied Finance Capital Management
Puerto Rico
$14.9M +$14.9M +111,107 New
AF
693
Ally Financial
Michigan
$14.9M – – –
WB
694
Webster Bank
Connecticut
$14.8M -$465K -3,470 -3%
OIA
695
OneDigital Investment Advisors
Kansas
$14.8M +$5.74M +42,792 +63%
BRCM
696
Bright Rock Capital Management
Massachusetts
$14.8M – – –
PAS
697
Park Avenue Securities
New York
$14.7M +$864K +6,444 +6%
TYCC
698
Texas Yale Capital Corp
Florida
$14.7M -$6.71K -50 -0%
MIA
699
MainStreet Investment Advisors
Illinois
$14.7M -$274K -2,044 -2%
GIM
700
Grassi Investment Management
California
$14.7M +$402 +3 +0%
26 27
28
29 30