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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 %
SC
1001
Stolper & Co
Oklahoma
$8M +$251K +1,875 +3%
WKWM
1002
Walter & Keenan Wealth Management
Indiana
$8M +$8.45K +63 +0.1%
RFM
1003
Royal Fund Management
Florida
$7.98M +$136K +1,016 +2%
FC
1004
Fulcrum Capital
Washington
$7.98M +$55.9K +417 +0.7%
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$7.97M -$175K -1,305 -2%
BOH
1006
Bank of Hawaii
Hawaii
$7.95M +$41.7K +311 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
1007
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.95M -$37.5M -279,874 -83%
SP
1008
Sarasin & Partners
United Kingdom
$7.93M -$391K -2,916 -5%
DWA
1009
Douglass Winthrop Advisors
New York
$7.91M -$509K -3,794 -6%
LA
1010
Lynch & Associates
Indiana
$7.91M +$77.2K +576 +1%
SLI
1011
Sumitomo Life Insurance
Japan
$7.9M -$75.1K -560 -0.9%
GFA
1012
Gifford Fong Associates
California
$7.89M – – –
PCOC
1013
Power Corp of Canada
Canada
$7.88M – – –
BFS
1014
Bard Financial Services
Connecticut
$7.88M -$33.5K -250 -0.4%
BC
1015
Burney Company
Virginia
$7.87M +$4.72M +35,174 +150%
PA
1016
Perennial Advisors
New York
$7.86M -$251K -1,873 -3%
HFM
1017
Hartford Financial Management
Connecticut
$7.86M -$267K -1,991 -3%
GIA
1018
Gladstone Institutional Advisory
Florida
$7.82M -$402K -3,001 -5%
BCM
1019
Barometer Capital Management
Ontario, Canada
$7.81M +$7.81M +58,638 New
BAM
1020
Boyar Asset Management
New York
$7.8M -$264K -1,967 -3%
S
1021
SignatureFD
Georgia
$7.79M +$627K +4,678 +9%
SCP
1022
Stamos Capital Partners
California
$7.77M -$4.69M -34,990 -38%
TI
1023
Tidal Investments
Wisconsin
$7.76M +$1.34M +9,986 +21%
AF
1024
Arrow Financial
New York
$7.71M -$18.8K -140 -0.2%
AA
1025
Apriem Advisors
California
$7.7M +$12.7K +95 +0.2%
39 40
41
42 43