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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 %
GIA
851
GHP Investment Advisors
Colorado
$10.8M +$413K +3,083 +4%
GAI
852
General American Investors
New York
$10.7M – – –
SVWAG
853
Sound View Wealth Advisors Group
Georgia
$10.7M +$2.82M +16,594 +36%
WAM
854
Winslow Asset Management
Ohio
$10.7M -$74.2K -553 -0.7%
CCM
855
Coldstream Capital Management
Washington
$10.6M +$10.6M +79,379 New
EF
856
Empirical Finance
Pennsylvania
$10.6M +$802K +5,981 +8%
GL
857
Gemsstock Ltd
United Kingdom
$10.6M -$40.2K -300 -0.4%
GH
858
GAM Holding
Switzerland
$10.6M -$2.01K -15 -0%
ACM
859
Ardent Capital Management
Ohio
$10.6M -$22.8K -170 -0.2%
TCM
860
Telos Capital Management
California
$10.6M +$290K +2,159 +3%
PAIM
861
Punch & Associates Investment Management
Minnesota
$10.5M +$186K +1,387 +2%
1SB
862
1ST Source Bank
Indiana
$10.5M -$85.6K -638 -0.8%
YL
863
YCG LLC
Texas
$10.4M -$110K -799 -1%
RBA
864
Richard Bernstein Advisors
New York
$10.4M – – –
AF
865
Allworth Financial
California
$10.4M +$561K +4,181 +6%
WIC
866
Woodmont Investment Counsel
Tennessee
$10.4M +$54.6K +407 +0.5%
GAB
867
German American Bancorp
Indiana
$10.4M +$94.7K +706 +0.9%
EVM
868
Evelyn V. Moreno
$10.4M +$4.84M +36,097 +88%
ERIM
869
Eagle Ridge Investment Management
Connecticut
$10.4M -$80.2K -598 -0.8%
ISB
870
Iowa State Bank
Iowa
$10.3M +$397K +2,964 +4%
SBIA
871
Sheaff Brock Investment Advisors
Indiana
$10.3M -$604K -4,506 -6%
DWP
872
Daymark Wealth Partners
Ohio
$10.3M +$10.3M +76,441 New
JC
873
JB Capital
Connecticut
$10.2M +$3.39M +25,246 +50%
WIC
874
WealthBridge Investment Counsel
Alberta, Canada
$10.2M +$59K +440 +0.6%
BAM
875
Belpointe Asset Management
Nevada
$10.2M +$1.67M +12,465 +20%
33 34
35
36 37