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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 %
M2MC
801
Matthew 25 Management Corp
Pennsylvania
$11.7M -$2.35M -17,500 -17%
AWM
802
Axxcess Wealth Management
California
$11.7M +$4.92M +36,684 +72%
LNWWM
803
Laird Norton Wetherby Wealth Management
California
$11.7M +$588K +4,386 +5%
MIC
804
Means Investment Company
Maine
$11.7M -$195K -1,455 -2%
LIM
805
Leavell Investment Management
Alabama
$11.7M -$806K -6,008 -6%
FFM
806
Forum Financial Management
Illinois
$11.7M +$232K +1,733 +2%
BFIM
807
Beese Fulmer Investment Management
Ohio
$11.7M +$301K +2,241 +3%
SWM
808
Stockman Wealth Management
Montana
$11.7M -$409K -3,050 -3%
CPIG
809
Chicago Partners Investment Group
Illinois
$11.7M +$185K +1,287 +2%
CCM
810
Cohen Capital Management
California
$11.6M – – –
SCM
811
Schnieders Capital Management
California
$11.6M +$567K +4,231 +5%
SIA
812
Sit Investment Associates
Minnesota
$11.6M +$157K +1,168 +1%
EARNEST Partners
813
EARNEST Partners
Georgia
$11.6M +$309K +2,307 +3%
FCH
814
Freestone Capital Holdings
Washington
$11.6M +$346K +2,582 +3%
GG
815
Greenwood Gearhart
Arkansas
$11.6M +$482K +3,593 +4%
ECG
816
Edge Capital Group
Georgia
$11.6M -$1.79M -13,316 -13%
BIC
817
Beach Investment Counsel
Pennsylvania
$11.5M -$308K -2,300 -3%
H
818
HoyleCohen
California
$11.5M -$67.2K -501 -0.6%
EWM
819
Edge Wealth Management
New York
$11.5M -$1.35M -10,136 -11%
CCFCSB
820
Cape Cod Five Cents Savings Bank
Massachusetts
$11.4M -$129K -961 -1%
GP
821
Girard Partners
Pennsylvania
$11.4M +$76.6K +571 +0.7%
IIM
822
Intact Investment Management
Quebec, Canada
$11.4M -$4.32M -32,200 -27%
TCA
823
Transcend Capital Advisors
New Jersey
$11.4M -$1.77M -13,197 -13%
MA
824
Mutual Advisors
Nebraska
$11.4M +$378K +2,817 +3%
LFAS
825
Level Four Advisory Services
Texas
$11.4M +$2.76M +20,553 +32%
31 32
33
34 35