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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 %
MPIM
1051
McGinn Penninger Investment Management
Virginia
$7.4M -$77.8K -580 -1%
SAM
1052
Sompo Asset Management
Japan
$7.39M +$138K +1,030 +2%
BA
1053
Ballast Advisors
Minnesota
$7.39M +$202K +1,506 +3%
PAI
1054
Pittenger & Anderson Inc
Nebraska
$7.38M +$239K +1,781 +3%
WIS
1055
Wright Investors Service
Connecticut
$7.36M +$922K +6,872 +14%
RCM
1056
Radnor Capital Management
Pennsylvania
$7.35M +$116K +865 +2%
GWM
1057
Geneos Wealth Management
Colorado
$7.35M -$1.06M -7,886 -13%
CWM
1058
Compass Wealth Management
Connecticut
$7.34M +$7.34M +54,747 New
FHB
1059
First Hawaiian Bank
Hawaii
$7.32M +$226K +1,685 +3%
NLP
1060
Next Level Private
New York
$7.31M +$90.7K +660 +1%
BCA
1061
Bray Capital Advisors
Florida
$7.3M -$186K -1,390 -2%
IMOV
1062
Investment Management of Virginia
Virginia
$7.29M -$22.5K -168 -0.3%
NFG
1063
Nations Financial Group
Iowa
$7.29M +$4.59M +34,262 +170%
SCM
1064
Saber Capital Management
North Carolina
$7.28M +$12.3K +92 +0.2%
PAG
1065
Private Advisor Group
New Jersey
$7.28M +$20.6K +856 +0.3%
CFA
1066
Capstone Financial Advisors
Illinois
$7.26M +$40.2K +300 +0.6%
CIC
1067
Cutler Investment Counsel
Oregon
$7.25M -$305K -2,277 -4%
EAM
1068
EULAV Asset Management
Florida
$7.24M -$2.81M -20,975 -28%
CCMINC
1069
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.23M +$53.5K +399 +0.7%
FMC
1070
First Merchants Corp
Indiana
$7.23M -$732K -5,457 -9%
PGIM
1071
Pacific Global Investment Management
California
$7.22M +$67K +500 +0.9%
VC
1072
Vestor Capital
Illinois
$7.21M -$191K -1,428 -3%
BW
1073
Bison Wealth
Georgia
$7.2M -$79.7K -573 -1%
MFG
1074
Merit Financial Group
Georgia
$7.2M +$802K +5,978 +13%
SFA
1075
Semmax Financial Advisors
North Carolina
$7.19M +$35.2K +248 +0.5%
41 42
43
44 45