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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 %
CF
1351
Centaurus Financial
California
$4.62M -$1.19M -8,876 -20%
CNFG
1352
Creegan & Nassoura Financial Group
New Hampshire
$4.62M -$22.8K -170 -0.5%
GD
1353
Grandfield & Dodd
New York
$4.62M -$15K -112 -0.3%
BCM
1354
Blume Capital Management
California
$4.62M +$1.29M +9,650 +39%
SCM
1355
Shelton Capital Management
Colorado
$4.61M -$4.98M -37,111 -52%
FLI
1356
Family Legacy Inc
South Carolina
$4.6M +$81.2K +584 +2%
LTI
1357
Laffer Tengler Investments
Tennessee
$4.6M +$707K +5,270 +18%
HZ
1358
Hixon Zuercher
Ohio
$4.6M +$35.4K +264 +0.8%
EAM
1359
Eagle Asset Management
Florida
$4.6M -$115K -854 -2%
HCM
1360
Hodges Capital Management
Texas
$4.58M +$1.01M +7,554 +28%
CSPAM
1361
Cary Street Partners Asset Management
Virginia
$4.58M +$199K +1,486 +5%
RA
1362
RFG Advisory
Alabama
$4.57M -$495K -3,510 -10%
BONH
1363
Bank of New Hampshire
New Hampshire
$4.56M -$244K -1,820 -5%
AAM
1364
Aureus Asset Management
Massachusetts
$4.56M -$156K -1,167 -3%
AAS
1365
Annex Advisory Services
Wisconsin
$4.55M +$89.4K +667 +2%
TA
1366
TFG Advisers
Michigan
$4.55M -$19.7K -147 -0.4%
BCM
1367
Buckhead Capital Management
Georgia
$4.55M -$145K -1,082 -3%
DAC
1368
Dividend Assets Capital
South Carolina
$4.55M +$17.7K +132 +0.4%
TPA
1369
Trivium Point Advisory
Connecticut
$4.54M +$170K +1,233 +4%
MM
1370
Meridian Management
Arkansas
$4.54M +$8.45K +63 +0.2%
CAAS
1371
Capital Asset Advisory Services
Michigan
$4.53M +$194K +1,436 +4%
SWM
1372
SeaCrest Wealth Management
New York
$4.53M +$92.8K +692 +2%
SCM
1373
SOL Capital Management
Maryland
$4.52M +$3.35K +25 +0.1%
LWM
1374
Laidlaw Wealth Management
New York
$4.52M +$85K +634 +2%
WA
1375
Wasatch Advisors
Utah
$4.52M -$268K -2,000 -6%
53 54
55
56 57