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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 %
HCM
1401
Huber Capital Management
California
$4.41M -$671K -5,000 -13%
NAM
1402
NTV Asset Management
West Virginia
$4.41M -$79.5K -593 -2%
VNIM
1403
Vaughan Nelson Investment Management
Texas
$4.4M +$121K +900 +3%
RBC
1404
Romano Brothers & Co
Illinois
$4.39M +$78.7K +587 +2%
LC
1405
Lincoln Capital
Nebraska
$4.39M -$71.6K -534 -2%
QI
1406
Qtron Investments
Massachusetts
$4.38M +$1.36M +10,136 +45%
BBA
1407
Baader Bank Aktiengesellschaft
Germany
$4.36M -$646K -4,814 -13%
BWL
1408
Bogart Wealth LLC
Virginia
$4.36M -$542K -4,044 -11%
BMA
1409
Brooks Moore & Associates
Tennessee
$4.34M +$161K +1,198 +4%
SB
1410
Strategic Blueprint
Georgia
$4.34M +$146K +1,092 +3%
AW
1411
Apricus Wealth
South Carolina
$4.34M -$29.6K -221 -0.7%
GAG
1412
Goodman Advisory Group
Massachusetts
$4.33M +$4.32M +32,195 +34,618%
FMAEN1
1413
Fund Management at Engine No 1
California
$4.33M +$549K +4,093 +15%
Koshinski Asset Management
1414
Koshinski Asset Management
Illinois
$4.32M +$547K +4,076 +14%
HPIA
1415
Hamilton Point Investment Advisors
North Carolina
$4.32M +$31.2K +233 +0.7%
MCM
1416
Monarch Capital Management
Indiana
$4.31M -$142K -1,057 -3%
LC
1417
Lindbrook Capital
California
$4.3M +$322K +2,400 +8%
LI
1418
Lafayette Investments
Maryland
$4.29M +$68.1K +508 +2%
CW
1419
CreativeOne Wealth
Kansas
$4.29M +$138K +1,027 +3%
WE
1420
Wealth Effects
Massachusetts
$4.28M -$55.4K -413 -1%
PB
1421
Pinnacle Bancorp
Nebraska
$4.28M -$193K -1,442 -4%
BTI
1422
Blue Trust Inc
Georgia
$4.28M +$908K +8,693 +27%
BFC
1423
Bedel Financial Consulting
Indiana
$4.27M -$117K -876 -3%
BFA
1424
Bill Few Associates
Pennsylvania
$4.26M -$91.9K -685 -2%
GF
1425
Gries Financial
Ohio
$4.25M +$1.13M +8,410 +36%
55 56
57
58 59