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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 %
SAM
1076
Sabadell Asset Management
Spain
$7.19M +$5.62M +40,266 +359%
FA
1077
FDx Advisors
Illinois
$7.19M +$425K +3,169 +6%
ECM
1078
EagleClaw Capital Management
Massachusetts
$7.18M +$180K +1,340 +3%
RWA
1079
River Wealth Advisors
Pennsylvania
$7.16M -$109K -816 -2%
HIP
1080
Harrell Investment Partners
Texas
$7.1M +$324K +2,414 +5%
HWAM
1081
Hennion & Walsh Asset Management
New Jersey
$7.1M -$953K -7,108 -12%
HEIP
1082
Hudson Edge Investment Partners
New Jersey
$7.1M +$30.2K +225 +0.4%
RAM
1083
Redmond Asset Management
Virginia
$7.09M -$49.5K -369 -0.7%
MCC
1084
Money Concepts Capital
Florida
$7.08M +$3.31M +24,688 +88%
KLCM
1085
KG&L Capital Management
Louisiana
$7.07M -$381K -2,844 -5%
QIM
1086
Quantitative Investment Management
Virginia
$7.06M +$5.25M +39,179 +290%
WP
1087
WealthPLAN Partners
Nebraska
$7.06M +$7.06M +49,321 New
PA
1088
PFG Advisors
Arizona
$7.06M +$709K +5,289 +11%
CWP
1089
Cyndeo Wealth Partners
Florida
$7.04M +$7.04M +52,528 New
CHAM
1090
Clear Harbor Asset Management
Connecticut
$7.04M +$33.4K +249 +0.5%
WCM
1091
Windward Capital Management
California
$7.04M -$39.8K -297 -0.6%
FIB
1092
First Interstate Bank
Montana
$7.04M -$276K -2,059 -4%
WIM
1093
WealthPlan Investment Management
Nebraska
$7.03M -$877K -6,152 -11%
RDWM
1094
Red Door Wealth Management
Tennessee
$7.01M +$429K +3,197 +7%
MWM
1095
Marietta Wealth Management
Georgia
$6.99M +$776K +5,785 +12%
SHA
1096
Seneca House Advisors
Virginia
$6.95M +$611K +4,555 +10%
AT
1097
American Trust
Kentucky
$6.92M -$64K -477 -0.9%
DR
1098
Davis Rea
Ontario, Canada
$6.9M -$94.3K -890 -1%
FM
1099
Foster & Motley
Ohio
$6.9M -$123K -920 -2%
MPM
1100
Meritage Portfolio Management
Kansas
$6.9M +$1.41M +10,510 +26%
42 43
44
45 46