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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 %
WPP
1126
Whalerock Point Partners
Rhode Island
$6.66M +$181K +1,352 +3%
CIA
1127
Covington Investment Advisors
Pennsylvania
$6.64M -$262K -1,952 -4%
IFAM
1128
Institutional & Family Asset Management
Colorado
$6.62M -$54K -403 -0.8%
PA
1129
Procyon Advisors
Connecticut
$6.61M +$1.41M +10,493 +27%
GWM
1130
GDS Wealth Management
Texas
$6.6M +$39K +291 +0.6%
WI
1131
Wintrust Investments
Illinois
$6.59M +$179K +1,336 +3%
Pacer Advisors
1132
Pacer Advisors
Pennsylvania
$6.56M +$5.76M +42,925 +718%
DCM
1133
Dupont Capital Management
Delaware
$6.56M +$1.77M +13,179 +37%
GIM
1134
Goelzer Investment Management
Indiana
$6.55M -$59.3K -442 -0.9%
ACM
1135
Adalta Capital Management
New York
$6.52M – – –
RC
1136
Roundview Capital
New Jersey
$6.51M -$261K -1,950 -4%
ERWM
1137
Elk River Wealth Management
Colorado
$6.51M -$22.5K -168 -0.3%
CRI
1138
Commonwealth Retirement Investments
Virginia
$6.51M +$6.51M +48,578 New
KA
1139
Kintegral Advisory
New York
$6.51M +$1.23M +9,138 +23%
GRP
1140
Global Retirement Partners
California
$6.51M +$439K +3,275 +7%
SGI
1141
Summit Global Investments
Utah
$6.48M +$1.25M +9,325 +24%
SIA
1142
Soltis Investment Advisors
Utah
$6.45M +$1.04M +7,767 +19%
MWA
1143
Meridian Wealth Advisors
Texas
$6.44M +$424K +3,160 +7%
ETC
1144
Exchange Traded Concepts
Oklahoma
$6.44M -$243K -1,814 -4%
WIM
1145
Wittenberg Investment Management
Massachusetts
$6.43M -$30.2K -225 -0.5%
TMAM
1146
Tokio Marine Asset Management
Japan
$6.42M +$644K +4,802 +11%
MCM
1147
McKinley Capital Management
Alaska
$6.39M – – –
DIA
1148
Dana Investment Advisors
Wisconsin
$6.36M -$347K -2,585 -5%
CBTWT
1149
Community Bank & Trust (Waco, Texas)
Texas
$6.34M +$123K +920 +2%
FPGT
1150
Financial Partners Group (Tennessee)
Tennessee
$6.34M +$6.34M +47,258 New
44 45
46
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