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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 %
DPIM
1426
Duff & Phelps Investment Management
Illinois
$4.25M – – –
SGCA
1427
Steel Grove Capital Advisors
Tennessee
$4.24M +$53.6K +400 +1%
PG
1428
Patten Group
Tennessee
$4.24M -$86.5K -645 -2%
CG
1429
Caprock Group
Idaho
$4.23M -$144K -1,076 -3%
CT
1430
Clearstead Trust
Maine
$4.23M +$26.4K +197 +0.6%
BO
1431
Bank OZK
Arkansas
$4.22M -$44.8K -334 -1%
SCM
1432
Silvant Capital Management
Georgia
$4.2M -$8.05K -60 -0.2%
IAMOG
1433
Investors Asset Management of Georgia
Georgia
$4.2M -$13.9K -104 -0.3%
BCFS
1434
Butensky & Cohen Financial Security
Florida
$4.2M +$42.1K +314 +1%
SWS
1435
SYSTM Wealth Solutions
Illinois
$4.2M +$4.2M +31,301 New
AFM
1436
Andesa Financial Management
Pennsylvania
$4.19M -$3.44M -25,673 -45%
GC
1437
Giverny Capital
Quebec, Canada
$4.19M +$365K +2,722 +10%
HL
1438
HeadInvest LLC
Maine
$4.18M -$310K -2,313 -7%
BJL
1439
Brighton Jones LLC
Washington
$4.18M -$364K -2,715 -8%
SFS
1440
Strategic Financial Services
New York
$4.18M -$369K -2,755 -8%
GAG
1441
GM Advisory Group
New York
$4.17M +$9.12K +68 +0.2%
AC
1442
Addison Capital
Pennsylvania
$4.16M -$8.05K -60 -0.2%
WCA
1443
Westover Capital Advisors
Delaware
$4.15M -$215K -1,607 -5%
MIM
1444
MTM Investment Management
South Carolina
$4.15M -$220K -1,637 -5%
RCA
1445
Resonant Capital Advisors
Wisconsin
$4.14M +$501K +3,735 +14%
NF
1446
Nikulski Financial
Iowa
$4.12M +$27.4K +204 +0.7%
PAM
1447
Pegasus Asset Management
New York
$4.11M +$15.6K +116 +0.4%
SSWM
1448
Sheets Smith Wealth Management
North Carolina
$4.1M +$10.5K +78 +0.3%
WP
1449
WealthShield Partners
North Carolina
$4.1M +$324K +2,417 +9%
AW
1450
Atlas Wealth
Ohio
$4.08M +$4.08M +30,460 New
56 57
58
59 60