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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 %
NRC
876
New Republic Capital
North Carolina
$10.1M +$10.1M +75,557 New
CCG
877
Cypress Capital Group
Florida
$10M -$300K -2,234 -3%
NSEDCP
878
NJ State Employees Deferred Compensation Plan
New Jersey
$10M -$496K -3,700 -5%
BS
879
Boenning & Scattergood
Pennsylvania
$10M -$112K -820 -1%
KWMG
880
King Wealth Management Group
Florida
$9.97M -$486K -3,621 -5%
SIC
881
SFE Investment Counsel
California
$9.97M -$422K -3,133 -4%
AWAG
882
ARS Wealth Advisors Group
Florida
$9.94M -$473K -3,529 -5%
SFI
883
Siemens Fonds Invest
Germany
$9.94M -$152K -1,133 -2%
BFG
884
Bleakley Financial Group
New Jersey
$9.92M +$9.92M +73,945 New
WSCM
885
Wellington Shields Capital Management
New York
$9.81M +$1.3M +23,869 +15%
CK
886
Cohen Klingenstein
New York
$9.75M – – –
ST
887
Spinnaker Trust
Maine
$9.74M +$138K +1,027 +1%
WF
888
WoodTrust Financial
Wisconsin
$9.74M -$179K -1,333 -2%
BWM
889
Buckley Wealth Management
Nevada
$9.73M -$399K -2,976 -4%
JWM
890
JGP Wealth Management
Oregon
$9.73M +$139K +1,037 +1%
LPT
891
Legacy Private Trust
Wisconsin
$9.71M +$405K +3,019 +4%
PWM
892
Perigon Wealth Management
California
$9.67M +$795K +5,928 +9%
SAM
893
Strategy Asset Managers
California
$9.6M -$113K -840 -1%
VAS
894
Valicenti Advisory Services
New York
$9.58M -$178K -1,329 -2%
PCIA
895
Prime Capital Investment Advisors
Kansas
$9.56M -$3.24M -24,135 -25%
TF
896
Tompkins Financial
New York
$9.56M -$162K -1,206 -2%
GCA
897
Greenwood Capital Associates
South Carolina
$9.54M -$404K -3,014 -4%
JAM
898
JCIC Asset Management
Ontario, Canada
$9.48M -$364K -2,714 -4%
BFO
899
Boston Family Office
Massachusetts
$9.47M +$42.5K +317 +0.5%
PI
900
Pettee Investors
Connecticut
$9.47M – – –
34 35
36
37 38