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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 %
CGL
1276
Clarius Group LLC
Washington
$5.21M +$110K +821 +2%
CT
1277
Chicago Trust
Illinois
$5.18M -$431K -3,213 -8%
TPWA
1278
TRUE Private Wealth Advisors
Oregon
$5.17M +$165K +1,230 +3%
PMAM
1279
Picton Mahoney Asset Management
Ontario, Canada
$5.16M +$5.16M +38,495 New
BC
1280
Burleson & Co
California
$5.16M -$451K -3,365 -8%
CCA
1281
Checchi Capital Advisers
California
$5.16M +$126K +936 +2%
ADIM
1282
Alpha DNA Investment Management
Maryland
$5.16M +$2.25M +16,777 +77%
ZB
1283
Zions Bancorporation
Utah
$5.15M +$1.29M +9,583 +33%
SIMM
1284
Stillwater Investment Management (Minnesota)
Minnesota
$5.15M +$40.2K +300 +0.8%
BWM
1285
BerganKDV Wealth Management
Minnesota
$5.15M +$322K +2,399 +7%
MFG
1286
Magnus Financial Group
New York
$5.14M -$15K -112 -0.3%
AAMA
1287
Advanced Asset Management Advisors
Ohio
$5.14M +$268 +2 +0%
WAM
1288
Werlinich Asset Management
Connecticut
$5.13M +$26.8K +200 +0.5%
KCPG
1289
Kavar Capital Partners Group
Kansas
$5.13M +$193K +1,438 +4%
MBTD
1290
Mechanics Bank - Trust Department
California
$5.12M -$109K -813 -2%
LFA
1291
Legacy Financial Advisors
Kentucky
$5.12M +$252K +1,881 +5%
RMSCM
1292
R.M. Sincerbeaux Capital Management
New York
$5.08M – – –
SCP
1293
Sandhill Capital Partners
New York
$5.07M -$93.3K -696 -2%
EM
1294
Excalibur Management
Massachusetts
$5.07M +$1.88K +14 +0%
FCMT
1295
Founders Capital Management (Texas)
Texas
$5.07M +$8.99K +67 +0.2%
RWA
1296
Roberts Wealth Advisors
California
$5.07M +$143K +1,055 +3%
HAC
1297
Harbor Advisory Corp
New Hampshire
$5.05M -$686K -5,113 -12%
KOCAA
1298
Knights of Columbus Asset Advisors
Connecticut
$5.04M -$134K -998 -3%
CA
1299
Claro Advisors
Massachusetts
$5.04M +$1.09M +8,150 +28%
MP
1300
MSD Partners
New York
$5.03M – – –
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