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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 %
CWG
1151
Cornerstone Wealth Group
North Carolina
$6.34M +$259K +1,935 +4%
HCA
1152
Harbour Capital Advisors
Virginia
$6.33M -$197K -1,458 -3%
SFA
1153
Souders Financial Advisors
Ohio
$6.33M +$83K +619 +1%
AIM
1154
AMI Investment Management
Indiana
$6.3M -$435K -3,244 -6%
LP
1155
LMR Partners
United Kingdom
$6.3M +$6.3M +46,978 New
WSC
1156
Wellington Shields & Co
New York
$6.28M -$132K -982 -2%
AWP
1157
Ascent Wealth Partners
New York
$6.28M -$68.3K -509 -1%
ET
1158
Equitable Trust
Tennessee
$6.27M +$1.6M +11,937 +34%
BMWM
1159
Brown Miller Wealth Management
Virginia
$6.26M +$86.9K +648 +1%
APSI
1160
Asset Planning Services Inc
Louisiana
$6.25M +$13.4K +100 +0.2%
MAS
1161
Meeder Advisory Services
Ohio
$6.24M +$6.24M +46,566 New
LA
1162
LVW Advisors
New York
$6.24M +$112K +837 +2%
BFG
1163
Beacon Financial Group
Texas
$6.23M -$173K -1,280 -3%
CNBTD
1164
Citizens National Bank Trust Department
Mississippi
$6.21M -$155K -1,155 -2%
GJIC
1165
Gamble Jones Investment Counsel
California
$6.21M +$50.6K +377 +0.8%
Nomura Holdings
1166
Nomura Holdings
Japan
$6.2M +$1.75M +13,245 +39%
JCM
1167
Jacobi Capital Management
Pennsylvania
$6.19M +$89K +664 +1%
MP
1168
McDonald Partners
Ohio
$6.18M +$590K +4,397 +11%
IEFM
1169
IQ EQ Fund Management
Ireland
$6.17M -$73K -544 -1%
DSC
1170
Duncker Streett & Co
Missouri
$6.16M +$1.34M +10,010 +28%
PL
1171
Parthenon LLC
Kentucky
$6.14M -$46.9K -350 -0.8%
WAS
1172
WESPAC Advisors SoCal
California
$6.12M +$46.1K +344 +0.8%
PCM
1173
Patient Capital Management
Maryland
$6.1M +$141K +1,050 +2%
SFG
1174
SevenBridge Financial Group
Pennsylvania
$6.1M +$157K +1,174 +3%
HP
1175
Highlander Partners
Texas
$6.09M – – –
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