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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 %
OCAM
701
Onex Canada Asset Management
Ontario, Canada
$14.7M +$259K +1,928 +2%
BWFA
702
Baltimore-Washington Financial Advisors
Maryland
$14.6M -$153K -1,141 -1%
USAA
703
United Services Automobile Association
Texas
$14.6M -$923K -6,879 -6%
CWM
704
Cabot Wealth Management
Massachusetts
$14.6M -$1.02M -7,571 -7%
SFG
705
Sather Financial Group
Texas
$14.6M +$13.6M +101,538 +1,417%
DP
706
Dearborn Partners
Illinois
$14.6M -$73K -544 -0.5%
CTA
707
Colonial Trust Advisors
South Carolina
$14.5M +$84.6K +631 +0.6%
PWP
708
Perfromance Wealth Partners
Illinois
$14.5M -$467K -3,480 -3%
NWM
709
Nicola Wealth Management
British Columbia, Canada
$14.5M +$362K +2,700 +3%
TSW
710
Thompson Siegel & Walmsley
Virginia
$14.5M -$51.8K -386 -0.4%
GT
711
Greenleaf Trust
Michigan
$14.4M +$1.23M +9,152 +9%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$14.3M +$1.27M +9,471 +10%
PMG
713
ProVise Management Group
Florida
$14.3M +$1.06M +7,894 +8%
DT
714
Diversified Trust
Tennessee
$14.2M +$359K +2,676 +3%
BBHC
715
Brown Brothers Harriman & Co
New York
$14.2M +$2.75M +20,513 +24%
WFMPM
716
Woodley Farra Manion Portfolio Management
Indiana
$14.2M -$256K -1,911 -2%
KWM
717
Kingsview Wealth Management
Oregon
$14.2M +$434K +3,237 +3%
AHC
718
Anderson Hoagland & Co
Missouri
$14.1M -$6.87K -51 -0%
TIP
719
Torray Investment Partners
Maryland
$14.1M -$12.7K -95 -0.1%
NEAM
720
New England Asset Management
Connecticut
$14.1M -$221K -1,649 -2%
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.1M – – –
BBI
722
Baxter Bros Inc
Connecticut
$14.1M -$153K -1,140 -1%
TF
723
Talbot Financial
Washington
$14.1M +$14.1M +104,828 New
WC
724
Whitney & Co
New York
$14M +$268 +2 +0%
FG
725
Fiduciary Group
Georgia
$14M -$238K -1,778 -2%
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