JPM icon

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 %
SA
1026
SRH Advisors
Kansas
$7.7M -$10.2K -76 -0.1%
MMA
1027
Miracle Mile Advisors
California
$7.69M +$435K +3,244 +6%
P
1028
Paradiem
Louisiana
$7.68M – – –
HCM
1029
Harvey Capital Management
Florida
$7.68M -$80.5K -600 -1%
CG
1030
Cutler Group
California
$7.67M -$2.42M -18,067 -24%
PGAM
1031
Princeton Global Asset Management
New Jersey
$7.67M -$64.9K -484 -0.8%
CJL
1032
Cyrus J. Lawrence
New York
$7.66M -$47.5K -354 -0.6%
MCM
1033
Mengis Capital Management
Oregon
$7.65M -$5.63K -42 -0.1%
FCT
1034
Family Capital Trust
Massachusetts
$7.64M -$8.99K -67 -0.1%
III
1035
Independent Investors Inc
New York
$7.64M -$295K -2,200 -4%
DWM
1036
Dorchester Wealth Management
Quebec, Canada
$7.63M -$1.1M -8,218 -13%
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.61M -$111K -829 -1%
FWTB
1038
First Western Trust Bank
Colorado
$7.59M +$235K +1,753 +3%
DJSG
1039
D.J. St. Germain
Massachusetts
$7.57M +$1.75M +60,326 +30%
MCP
1040
Mirador Capital Partners
California
$7.54M -$71.1K -530 -0.9%
BL
1041
BCWM LLC
Kansas
$7.51M +$37.6K +280 +0.5%
MCP
1042
Martin Capital Partners
Oregon
$7.51M +$46.7K +348 +0.6%
SIM
1043
Stratos Investment Management
Ohio
$7.49M +$72.7K +542 +1%
AAM
1044
Autus Asset Management
Arizona
$7.46M -$24.1K -180 -0.3%
FTDI
1045
First Trust Direct Indexing
Massachusetts
$7.45M +$511K +3,812 +7%
RWM
1046
Rench Wealth Management
Texas
$7.45M +$80.1K +597 +1%
WAS
1047
Wealth Advisory Solutions
Indiana
$7.45M +$68.1K +508 +0.9%
PRA
1048
Pine Ridge Advisers
New York
$7.44M – – –
MRCM
1049
M&R Capital Management
New Jersey
$7.44M +$14.3K +107 +0.2%
ANTB
1050
AMG National Trust Bank
Colorado
$7.41M -$1.84M -13,715 -20%
40 41
42
43 44