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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 %
CPO
1301
Cerity Partners OCIO
New York
$5.01M +$192K +1,434 +4%
SS
1302
Simplicity Solutions
Minnesota
$4.99M +$471K +3,513 +10%
HH
1303
Hilltop Holdings
Texas
$4.97M +$1.19M +8,893 +32%
LT
1304
Legacy Trust
Michigan
$4.95M +$4.95M +36,932 New
PJSIMP
1305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.94M -$8.72K -65 -0.2%
SAI
1306
Systematic Alpha Investments
New Jersey
$4.94M – – –
CCFP
1307
Charles Carroll Financial Partners
Massachusetts
$4.93M -$259K -1,930 -5%
HCA
1308
Horan Capital Advisors
Ohio
$4.93M -$132K -987 -3%
WC
1309
Weil Company
California
$4.92M +$913K +6,812 +23%
DDC
1310
DF Dent & Co
Maryland
$4.91M +$115K +856 +2%
SCM
1311
Sitrin Capital Management
California
$4.89M -$217K -1,618 -4%
UF
1312
Univest Financial
Pennsylvania
$4.89M -$486K -3,622 -9%
CT
1313
Colonial Trust
South Carolina
$4.88M -$290K -2,165 -6%
CCM
1314
Coerente Capital Management
Ontario, Canada
$4.88M +$26.8K +200 +0.6%
Walleye Capital
1315
Walleye Capital
New York
$4.88M -$3.53M -26,334 -42%
BS
1316
Bessemer Securities
New York
$4.87M – – –
CI
1317
Cigna Investments
Connecticut
$4.86M +$13.1K +98 +0.3%
CS
1318
Comerica Securities
Michigan
$4.85M +$201K +1,498 +4%
PFA
1319
Pathway Financial Advisers
Indiana
$4.85M +$4.85M +36,141 New
GP
1320
Greenline Partners
New York
$4.85M -$957K -7,138 -16%
VMPIC
1321
Varma Mutual Pension Insurance Co
Finland
$4.84M – – –
PL
1322
Parkwood LLC
Ohio
$4.84M -$1.2M -8,919 -20%
BRM
1323
Boston Research & Management
Massachusetts
$4.84M -$190K -1,417 -4%
CWM
1324
Chemistry Wealth Management
New York
$4.83M -$84.8K -632 -2%
BA
1325
Bridgewater Advisors
New York
$4.83M -$922K -6,872 -16%
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