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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 %
BCCM
1101
Bridge Creek Capital Management
Massachusetts
$6.89M +$32.2K +240 +0.5%
HIA
1102
Harbor Investment Advisory
Maryland
$6.86M -$211K -1,574 -3%
OPS
1103
Orion Portfolio Solutions
Nebraska
$6.86M +$1.64M +12,244 +31%
AMM
1104
American Money Management
California
$6.85M – – –
EFS
1105
Essex Financial Services
Connecticut
$6.82M -$58.9K -439 -0.9%
GCM
1106
Gibraltar Capital Management
Oklahoma
$6.82M +$19.3K +144 +0.3%
BEAM
1107
Baker Ellis Asset Management
Washington
$6.82M +$337K +2,510 +5%
AWM
1108
Avitas Wealth Management
California
$6.8M -$32.9K -245 -0.5%
SC
1109
Schulhoff & Co
Ohio
$6.78M -$85.2K -635 -1%
ACM
1110
Alpha Capital Management
Texas
$6.78M -$1.07K -8 -0%
VIA
1111
Vident Investment Advisory
Georgia
$6.78M +$206K +1,533 +3%
QI
1112
QV Investors
Alberta, Canada
$6.77M +$1.27M +9,460 +23%
IWM
1113
IHT Wealth Management
Illinois
$6.76M +$5.63K +42 +0.1%
BSB
1114
Bangor Savings Bank
Maine
$6.76M -$632K -4,714 -9%
KHLMTHM
1115
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.74M -$2.06M -15,400 -23%
ACP
1116
Aviance Capital Partners
Florida
$6.73M +$115K +859 +2%
EAMA
1117
EFG Asset Management (Americas)
Florida
$6.73M -$192K -1,429 -3%
MCM
1118
McRae Capital Management
New Jersey
$6.72M -$50.3K -375 -0.7%
GCM
1119
Garland Capital Management
Washington
$6.71M +$215K +1,600 +3%
BAM
1120
Brave Asset Management
New Jersey
$6.71M +$94.3K +703 +1%
FFG
1121
Frisch Financial Group
New York
$6.7M +$164K +1,224 +3%
SAM
1122
Smithbridge Asset Management
Pennsylvania
$6.68M +$428K +3,195 +7%
BIM
1123
Baldwin Investment Management
Pennsylvania
$6.68M +$59.8K +446 +0.9%
SCP
1124
Shorepoint Capital Partners
Massachusetts
$6.67M +$519K +3,874 +8%
SBL
1125
Sargent Bickham Lagudis
Colorado
$6.66M -$15.6K -116 -0.2%
43 44
45
46 47