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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 %
IIM
1176
Ipswich Investment Management
Massachusetts
$6.08M -$225K -1,675 -4%
AOWM
1177
Alpha Omega Wealth Management
Virginia
$6.08M +$3.49K +26 +0.1%
GIP
1178
Granite Investment Partners
California
$6.06M +$399K +2,974 +7%
SCA
1179
Stokes Capital Advisors
South Carolina
$6.06M +$12.7K +95 +0.2%
IP
1180
Interval Partners
New York
$6.06M -$33.5M -250,175 -85%
NB
1181
Northwest Bancshares
Pennsylvania
$6.06M +$405K +3,023 +7%
CCM
1182
Canal Capital Management
Virginia
$6.06M +$218K +1,628 +4%
PSP
1183
Principal Street Partners
Tennessee
$6.04M -$87.2K -650 -1%
IB
1184
Intrust Bank
Kansas
$6.02M +$417K +3,112 +7%
BWA
1185
BDO Wealth Advisors
Florida
$6.02M +$109K +814 +2%
ANBT
1186
American National Bank & Trust
Texas
$6.01M +$98.8K +737 +2%
SAM
1187
Selway Asset Management
$6.01M +$134K +1,000 +2%
BCPWM
1188
Bradley & Co Private Wealth Management
Florida
$5.98M +$158K +1,177 +3%
SA
1189
Strategic Advisors
New York
$5.98M -$27K -201 -0.4%
PFM
1190
Premier Fund Managers
United Kingdom
$5.94M +$5.41M +40,606 +1,022%
FMTC
1191
Farmers & Merchants Trust Company
California
$5.93M -$185K -1,378 -3%
PAM
1192
Paradigm Asset Management
New York
$5.91M +$107K +800 +2%
LBC
1193
Lawrence B. Cohen
$5.91M +$1.66M +12,414 +39%
TCM
1194
Traynor Capital Management
Pennsylvania
$5.88M -$175K -1,306 -3%
CIM
1195
Chiron Investment Management
New York
$5.87M +$5.87M +43,769 New
AC
1196
Arjuna Capital
North Carolina
$5.86M +$156K +1,166 +3%
SIA
1197
Schechter Investment Advisors
Michigan
$5.84M +$163K +1,215 +3%
NAS
1198
Nicolet Advisory Services
Wisconsin
$5.84M +$263K +1,885 +5%
WWM
1199
Western Wealth Management
Colorado
$5.82M -$3.08M -22,984 -35%
GIA
1200
Guyasuta Investment Advisors
Pennsylvania
$5.82M -$170K -1,271 -3%
46 47
48
49 50