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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 %
GCMG
901
Gyroscope Capital Management Group
Florida
$9.46M +$402K +3,000 +4%
AWM
902
Apollon Wealth Management
South Carolina
$9.45M +$855K +6,376 +10%
WC
903
Woodstock Corp
Massachusetts
$9.45M +$431K +3,213 +5%
MYIA
904
Mount Yale Investment Advisors
Colorado
$9.38M -$62.6K -467 -0.7%
VI
905
Vestcor Inc
New Brunswick, Canada
$9.33M +$48.8K +364 +0.5%
GAM
906
Griffin Asset Management
New York
$9.32M -$176K -1,314 -2%
AIA
907
Allied Investment Advisors
Montana
$9.31M +$288K +2,149 +3%
SFS
908
Sowell Financial Services
Arkansas
$9.31M +$1.07M +7,968 +13%
1IA
909
1834 Investment Advisors
Wisconsin
$9.28M -$232K -1,730 -2%
FM
910
Freemont Management
Switzerland
$9.27M – – –
PA
911
Parallel Advisors
California
$9.26M +$289K +2,152 +3%
XWM
912
Xcel Wealth Management
Florida
$9.26M -$694K -5,175 -7%
GAM
913
Gotham Asset Management
New York
$9.2M -$11.5K -86 -0.1%
GLLW
914
Graves Light Lenhart Wealth
Virginia
$9.17M -$15.3K -114 -0.2%
PWW
915
Pettyjohn Wood & White
Virginia
$9.16M -$28.8K -215 -0.3%
SMFG
916
Sumitomo Mitsui Financial Group
Japan
$9.15M -$178K -1,325 -2%
HT
917
Heritage Trust
Oklahoma
$9.15M +$86.6K +646 +1%
PAG
918
Private Advisory Group
Washington
$9.13M +$29K +216 +0.3%
BCA
919
Bernzott Capital Advisors
California
$9.13M +$430K +3,203 +5%
AIM
920
Artemis Investment Management
United Kingdom
$9.13M +$9.13M +67,702 New
DWT
921
Dorsey & Whitney Trust
South Dakota
$9.1M +$154K +1,151 +2%
IWC
922
Integrated Wealth Concepts
Massachusetts
$9.08M -$475K -3,543 -5%
AAM
923
AR Asset Management
California
$9.06M – – –
BMM
924
Buffington Mohr McNeal
Idaho
$9.05M -$63.2K -471 -0.7%
IPW
925
Invictus Private Wealth
Colorado
$9.02M +$9.02M +67,258 New
35 36
37
38 39