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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 %
AWM
1451
Ameliora Wealth Management
Switzerland
$4.08M +$2.26M +16,819 +124%
HCM
1452
Hengehold Capital Management
Ohio
$4.08M +$147K +1,097 +4%
CNC
1453
Citizens & Northern Corp
Pennsylvania
$4.08M +$106K +789 +3%
TSWM
1454
Triangle Securities Wealth Management
North Carolina
$4.08M -$64K -477 -2%
MCM
1455
MV Capital Management
Maryland
$4.07M +$48.8K +364 +1%
CPC
1456
Congress Park Capital
New York
$4.06M +$3.62K +27 +0.1%
CAM
1457
Covenant Asset Management
New Jersey
$4.04M +$1.73M +12,917 +75%
LRWA
1458
Long Run Wealth Advisors
New York
$4.04M +$34.5K +257 +0.9%
JFGIW
1459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.03M -$16.1K -120 -0.4%
MFS
1460
Monetta Financial Services
Illinois
$4.02M – – –
AH
1461
Allen Holding
New York
$4.02M – – –
BL
1462
Bleichroeder LP
New York
$4.02M – – –
Capstone Investment Advisors
1463
Capstone Investment Advisors
New York
$4.01M -$36.3M -270,793 -90%
LFA
1464
Lauterbach Financial Advisors
Texas
$4M +$536 +4 +0%
HA
1465
Herold Advisors
New York
$4M +$7.91K +59 +0.2%
PMEF
1466
Point72 Middle East FZE
United Arab Emirates
$3.99M +$3.99M +29,768 New
GLA
1467
Great Lakes Advisors
Illinois
$3.99M +$706K +5,262 +22%
ANB
1468
Amarillo National Bank
Texas
$3.98M -$536 -4 -0%
CA
1469
Cumberland Advisors
Florida
$3.98M -$2.4M -17,915 -38%
SACTSONJ
1470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.98M – – –
FC
1471
Forte Capital
New York
$3.98M -$303K -2,259 -7%
NP
1472
NorthRock Partners
Minnesota
$3.96M +$196K +1,459 +5%
CF
1473
Concorde Financial
Texas
$3.96M – – –
WBC
1474
West Branch Capital
Massachusetts
$3.96M +$29.8K +222 +0.8%
MIFH
1475
Migdal Insurance & Financial Holdings
Israel
$3.96M -$1.29M -9,698 -25%
57 58
59
60 61