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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 %
VIP
826
Vantage Investment Partners
Missouri
$11.4M +$371K +2,770 +3%
SAM
827
Socorro Asset Management
Texas
$11.4M -$1.28M -9,580 -10%
GC
828
Grimes & Company
Massachusetts
$11.3M +$881K +6,567 +8%
PCA
829
Pallas Capital Advisors
Massachusetts
$11.3M -$113K -837 -1%
FCBT
830
First Citizens Bank & Trust
North Carolina
$11.3M +$104K +775 +0.9%
AMI
831
Amica Mutual Insurance
Rhode Island
$11.2M -$2.79M -20,793 -20%
Arrowstreet Capital
832
Arrowstreet Capital
Massachusetts
$11.2M -$1,000M -7,456,316 -99%
PAM
833
Palisade Asset Management
Minnesota
$11.2M -$44K -328 -0.4%
CC
834
Constitution Capital
Connecticut
$11.2M +$1.69M +12,625 +18%
SWM
835
Segment Wealth Management
Texas
$11.2M +$66K +492 +0.6%
RP
836
Rice Partnership
Hawaii
$11.1M -$580K -4,328 -5%
HFS
837
Haverford Financial Services
Pennsylvania
$11.1M -$5.23K -39 -0%
CB
838
Community Bank
New York
$11.1M +$280K +2,087 +3%
CAMG
839
CWA Asset Management Group
Florida
$11.1M +$570K +4,249 +5%
HVIA
840
Hudson Valley Investment Advisors
New York
$11M -$136K -1,016 -1%
SB
841
Simmons Bank
Arkansas
$10.9M +$160K +1,191 +1%
JWBC
842
J.W. Burns & Co
New York
$10.9M -$52.2K -389 -0.5%
RIA
843
RPG Investment Advisory
California
$10.9M -$14.2K -106 -0.1%
TIM
844
Thompson Investment Management
Wisconsin
$10.9M -$277K -2,068 -2%
CC
845
Courier Capital
New York
$10.9M -$72.7K -542 -0.7%
IA
846
IFP Advisors
Florida
$10.8M -$263K -3,113 -2%
WCM
847
Whitener Capital Management
North Carolina
$10.8M +$493K +3,676 +5%
MOS
848
MGO One Seven
Ohio
$10.8M -$267K -1,992 -2%
AMBIA
849
Allen Mooney & Barnes Investment Advisors
Georgia
$10.8M +$248K +1,852 +2%
TCM
850
Twin Capital Management
Pennsylvania
$10.8M -$43.2K -322 -0.4%
32 33
34
35 36