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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 %
HI
726
Horizon Investments
North Carolina
$13.9M +$7.52M +56,490 +117%
ERIC
727
Eagle Rock Investment Company
Georgia
$13.9M +$2.65K +19 +0%
SIMG
728
Sonora Investment Management Group
Arizona
$13.9M +$1.19M +8,888 +9%
SHFA
729
SS&H Financial Advisors
Michigan
$13.9M – – –
LNC
730
Lincoln National Corp
Pennsylvania
$13.8M +$385K +2,874 +3%
TTWM
731
TCV Trust & Wealth Management
Virginia
$13.8M +$126K +940 +0.9%
BFA
732
Bragg Financial Advisors
North Carolina
$13.8M +$465K +3,469 +3%
TW
733
Transform Wealth
Colorado
$13.7M +$2.81M +20,959 +26%
RCP
734
Rothschild Capital Partners
New York
$13.7M +$5.73K +43 +0%
FAT
735
First American Trust
California
$13.6M +$442K +3,295 +3%
UBV
736
United Bank (Virginia)
Virginia
$13.6M +$15.2K +113 +0.1%
LS
737
Livforsakringsbolaget Skandia
Sweden
$13.6M – – –
FFBTD
738
First Financial Bank - Trust Division
Ohio
$13.6M -$234K -1,746 -2%
MC
739
Middleton & Co
Massachusetts
$13.6M -$454K -3,387 -3%
JIR
740
James Investment Research
Ohio
$13.6M -$651K -4,858 -5%
VIM
741
Vancity Investment Management
British Columbia, Canada
$13.6M +$135K +1,004 +1%
WTB
742
Washington Trust Bank
Washington
$13.5M -$212K -1,583 -2%
PNAA
743
Pictet North America Advisors
Switzerland
$13.5M -$615K -4,589 -4%
CIA
744
CCM Investment Advisers
South Carolina
$13.4M -$481K -3,587 -3%
NSGL
745
No Street GP LP
California
$13.4M +$13.4M +100,000 New
BCM
746
BTC Capital Management
Iowa
$13.4M +$622K +4,631 +5%
SCM
747
Stevens Capital Management
Pennsylvania
$13.4M +$13.4M +99,667 New
TC
748
Telemus Capital
Michigan
$13.4M -$206K -1,492 -2%
NB
749
NBT Bank
New York
$13.4M -$45.9K -342 -0.3%
CA
750
CSM Advisors
Pennsylvania
$13.4M +$235K +1,750 +2%
28 29
30
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