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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 %
BOC
926
Barbara Oil Co
Illinois
$8.98M – – –
GJCM
927
Grand Jean Capital Management
California
$8.98M -$97.9K -730 -1%
ATPW
928
Ashton Thomas Private Wealth
Arizona
$8.97M +$183K +1,365 +2%
VWA
929
Visionary Wealth Advisors
Illinois
$8.96M -$101K -755 -1%
TCBWMS
930
Texas Capital Bank Wealth Management Services
Texas
$8.95M -$1.65M -12,324 -16%
QCM
931
Quantinno Capital Management
New York
$8.91M +$4.87M +36,283 +120%
CCB
932
Country Club Bank
Missouri
$8.89M +$4M +29,804 +82%
SGA
933
Strategic Global Advisors
California
$8.87M -$141K -1,051 -2%
PTC
934
Philadelphia Trust Company
Pennsylvania
$8.87M +$3.16M +23,530 +55%
C
935
Certuity
Florida
$8.85M +$8.1M +60,418 +1,089%
LWANC
936
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.79M +$141K +1,048 +2%
FFP
937
FourThought Financial Partners
Florida
$8.77M +$8.77M +65,379 New
AWS
938
AJ Wealth Strategies
New York
$8.76M +$46.7K +348 +0.5%
MFAM
939
Motley Fool Asset Management
Virginia
$8.76M -$270K -2,016 -3%
CB
940
Cadence Bank
Mississippi
$8.74M +$74.8K +558 +0.9%
MYLI
941
Meiji Yasuda Life Insurance
Japan
$8.74M +$429K +3,202 +5%
DAS
942
Dynamic Advisor Solutions
Arizona
$8.74M -$25.7K -192 -0.3%
FSA
943
Fort Sheridan Advisors
Illinois
$8.72M +$10.5K +78 +0.1%
SC
944
Savant Capital
Illinois
$8.71M +$1.15M +9,582 +15%
SBF
945
Sara-Bay Financial
Florida
$8.71M -$61.1K -456 -0.7%
Parallax Volatility Advisers
946
Parallax Volatility Advisers
California
$8.7M +$5.6M +41,744 +180%
SWM
947
Scissortail Wealth Management
Oklahoma
$8.7M +$5.05M +35,772 +138%
SC
948
Skylands Capital
Wisconsin
$8.7M -$443K -3,300 -5%
BFM
949
Boston Financial Management
Massachusetts
$8.69M +$665K +4,957 +8%
SFO
950
Stokes Family Office
Louisiana
$8.67M +$571K +4,261 +7%
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