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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 %
GL
951
Graypoint LLC
New York
$8.67M -$523K -3,900 -6%
HCA
952
Hyperion Capital Advisors
New York
$8.67M – – –
FNB
953
Farmers National Bank
Kentucky
$8.67M -$3.35K -25 -0%
SWA
954
Stratos Wealth Advisors
Ohio
$8.63M +$4.49M +33,504 +109%
FA
955
Fagan Associates
New York
$8.6M -$7.91K -59 -0.1%
BIM
956
Bridgecreek Investment Management
Oklahoma
$8.58M +$33.5K +250 +0.4%
RWA
957
Ropes Wealth Advisors
Massachusetts
$8.58M +$302K +2,252 +4%
PTB
958
Pioneer Trust Bank
Oregon
$8.56M -$272K -2,025 -3%
CNB
959
Camden National Bank
Maine
$8.56M +$380K +2,836 +5%
HRC
960
Hoertkorn Richard Charles
$8.56M -$134K -1,000 -2%
IPW
961
Inlet Private Wealth
Florida
$8.54M +$227K +1,693 +3%
TRCT
962
Tower Research Capital (TRC)
New York
$8.53M -$32.7M -243,544 -79%
OHIS
963
Oak Harvest Investment Services
Texas
$8.53M -$367K -2,735 -4%
HBT
964
Hills Bank & Trust
Iowa
$8.52M -$118K -882 -1%
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$8.49M +$186K +1,389 +2%
WTFG
966
Wells Trecaso Financial Group
Ohio
$8.48M +$43.2K +322 +0.5%
DLCIG
967
D.L. Carlson Investment Group
New Hampshire
$8.47M -$663K -4,947 -7%
NGA
968
Naples Global Advisors
Florida
$8.46M +$308K +2,295 +4%
HT
969
HighTower Trust
Texas
$8.46M -$205K -1,548 -2%
IAIM
970
International Assets Investment Management
Florida
$8.46M +$8.46M +1,218,187 New
CAM
971
Cypress Asset Management
Texas
$8.41M -$262K -1,955 -3%
AF
972
Alerus Financial
North Dakota
$8.41M -$84.1K -627 -1%
JAG
973
Journey Advisory Group
Kentucky
$8.41M +$1.7M +12,687 +25%
TFS
974
Thoroughbred Financial Services
Tennessee
$8.4M +$566K +4,222 +7%
CCP
975
Clough Capital Partners
Massachusetts
$8.38M +$8.38M +62,500 New
37 38
39
40 41