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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 %
FBC
1326
Fairfield, Bush & Co
Connecticut
$4.83M -$176K -1,316 -4%
NWM
1327
NEIRG Wealth Management
Massachusetts
$4.83M -$97.1K -724 -2%
SNB
1328
Security National Bank
Nebraska
$4.83M +$3.22K +24 +0.1%
KJHP
1329
K.J. Harrison & Partners
Ontario, Canada
$4.82M -$49.8K -274 -1%
CRCM
1330
Crystal Rock Capital Management
Illinois
$4.81M +$3.92M +29,208 +440%
BA
1331
Baugh & Associates
Georgia
$4.8M -$6.17K -46 -0.1%
EL
1332
Essex LLC
Illinois
$4.79M +$141K +1,055 +3%
ECM
1333
Exchange Capital Management
Michigan
$4.78M -$59.3K -442 -1%
FIA
1334
Foundations Investment Advisors
Arizona
$4.78M +$2.44M +18,218 +105%
COI
1335
Connable Office Inc
Michigan
$4.77M – – –
FFN
1336
Focus Financial Network
Minnesota
$4.75M -$44.3K -330 -0.9%
BTWM
1337
Baker Tilly Wealth Management
Wisconsin
$4.74M +$1.11M +8,304 +31%
CIP
1338
Capital Insight Partners
Arizona
$4.73M +$291K +2,168 +7%
DIA
1339
Dean Investment Associates
Ohio
$4.7M +$786K +5,860 +20%
CCT
1340
Chemung Canal Trust
New York
$4.68M -$186K -1,387 -4%
BKA
1341
Brick & Kyle Associates
Pennsylvania
$4.68M -$61K -455 -1%
MMG
1342
Monetary Management Group
Missouri
$4.67M -$692K -5,160 -13%
TAM
1343
Townsend Asset Management
North Carolina
$4.67M +$422K +3,147 +10%
FPFS
1344
First Personal Financial Services
North Carolina
$4.67M -$10.6K -79 -0.2%
PPW
1345
Parcion Private Wealth
Washington
$4.67M +$157K +1,169 +3%
AA
1346
Argent Advisors
Louisiana
$4.65M +$29.2K +218 +0.6%
FM
1347
Family Management
New York
$4.64M -$12.6K -94 -0.3%
AAM
1348
Augustine Asset Management
Florida
$4.64M -$127K -948 -3%
AFG
1349
AFS Financial Group
Maryland
$4.64M +$4.64M +34,575 New
AG
1350
Ascent Group
Virginia
$4.63M +$191K +1,421 +4%
52 53
54
55 56