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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 %
CIA
776
Choate Investment Advisors
Massachusetts
$12.4M +$756K +5,636 +6%
MGIA
777
Moneta Group Investment Advisors
Missouri
$12.3M -$623K -4,450 -5%
MSS
778
Mitchell Sinkler & Starr
Pennsylvania
$12.3M -$815K -6,074 -6%
NMIMC
779
Northwestern Mutual Investment Management Company
Wisconsin
$12.3M -$2.28M -16,989 -16%
EWM
780
Endurance Wealth Management
Rhode Island
$12.3M +$90.1K +672 +0.7%
CBOR
781
Community Bank of Raymore
Missouri
$12.3M -$268K -2,000 -2%
BIA
782
Biondo Investment Advisors
Pennsylvania
$12.2M -$236K -1,760 -2%
RIM
783
Regent Investment Management
Kentucky
$12.2M +$24.9K +186 +0.2%
HAI
784
Hennessy Advisors Inc
California
$12.2M +$1.27M +9,500 +12%
IAN
785
Integrated Advisors Network
Texas
$12.2M -$2M -14,938 -14%
MA
786
Montag & Associates
Georgia
$12.1M -$432K -3,221 -3%
WPI
787
Walter Public Investments
Canada
$12.1M +$1.29M +9,648 +12%
CFC
788
Cincinnati Financial Corp
Ohio
$12.1M – – –
VFM
789
Viking Fund Management
North Dakota
$12.1M – – –
KCM
790
Kornitzer Capital Management
Kansas
$12M +$801K +5,972 +7%
TCM
791
Tufton Capital Management
Maryland
$12M -$96.7K -721 -0.8%
PFS
792
Prospera Financial Services
Texas
$11.9M -$4.02M -29,984 -25%
HP
793
Holowesko Partners
Bahamas
$11.9M +$1.81M +13,500 +18%
UH
794
Unigestion Holding
Switzerland
$11.9M -$1.33M -9,992 -10%
MGP
795
Metis Global Partners
California
$11.8M +$4.87M +36,308 +70%
CWM
796
Circle Wealth Management
New Jersey
$11.8M -$229K -1,705 -2%
Credit Agricole
797
Credit Agricole
France
$11.8M +$3.64M +27,111 +45%
NCM
798
Novare Capital Management
North Carolina
$11.8M -$969K -7,226 -8%
LWM
799
Lyell Wealth Management
California
$11.8M +$186K +1,387 +2%
SSA
800
Schonfeld Strategic Advisors
New York
$11.8M -$52.6M -392,528 -82%
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