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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 %
LPIC
1201
LeJeune Puetz Investment Counsel
Michigan
$5.81M +$38.9K +290 +0.7%
PTC
1202
Private Trust Company
Ohio
$5.8M -$297K -2,217 -5%
BCMO
1203
Buckingham Capital Management (Ohio)
Ohio
$5.78M -$581K -4,336 -9%
FHA
1204
Flagship Harbor Advisors
Massachusetts
$5.78M +$1.58M +11,758 +37%
AC
1205
Abbrea Capital
California
$5.77M +$109K +815 +2%
CHC
1206
City Holding Co
West Virginia
$5.76M +$6.71K +50 +0.1%
BWAM
1207
Boyd Watterson Asset Management
Ohio
$5.74M +$2.82K +21 +0%
DA
1208
DCM Advisors
New York
$5.74M +$2.14M +15,959 +59%
AWA
1209
Arkadios Wealth Advisors
Georgia
$5.73M +$532K +3,968 +10%
JGUA
1210
John G. Ullman & Associates
New York
$5.73M +$61.5K +459 +1%
CWM
1211
Concentric Wealth Management
California
$5.72M -$671 -5 -0%
BB
1212
Berkshire Bank
Massachusetts
$5.71M -$556K -4,143 -9%
ADL
1213
Asset Dedication LLC
California
$5.7M +$467K +3,487 +9%
RWM
1214
Ritholtz Wealth Management
New York
$5.68M -$2.64M -19,709 -32%
MAM
1215
Martingale Asset Management
Massachusetts
$5.68M -$6.72M -50,096 -54%
JIC
1216
Joel Isaacson & Co
New York
$5.68M +$193K +1,436 +4%
NC
1217
NewSquare Capital
Pennsylvania
$5.67M +$340K +2,533 +6%
ACM
1218
Argyle Capital Management
Pennsylvania
$5.66M – – –
HCM
1219
Howland Capital Management
Massachusetts
$5.66M -$670 -5 -0%
PWMAG
1220
Pinnacle Wealth Management Advisory Group
New Jersey
$5.65M +$477K +3,555 +9%
ST
1221
Somerset Trust
Pennsylvania
$5.6M -$536 -4 -0%
WAP
1222
Wealthcare Advisory Partners
Pennsylvania
$5.59M +$14.8K +110 +0.3%
AAS
1223
Ameritas Advisory Services
Nebraska
$5.58M +$1.38M +10,289 +33%
WAM
1224
Wilson Asset Management
Australia
$5.58M – – –
VHAM
1225
Van Hulzen Asset Management
California
$5.57M +$73.7K +551 +1%
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