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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 %
Verition Fund Management
1476
Verition Fund Management
Connecticut
$3.95M -$8.26M -61,589 -68%
BCM
1477
Brookmont Capital Management
Texas
$3.94M -$111K -830 -3%
NG
1478
NatWest Group
United Kingdom
$3.94M -$237K -1,766 -6%
NPT
1479
Nixon Peabody Trust
Massachusetts
$3.94M -$161K -1,200 -4%
AP
1480
Americana Partners
Texas
$3.94M +$54.5K +406 +1%
BOPW
1481
Brandywine Oak Private Wealth
Pennsylvania
$3.91M -$32.7K -244 -0.8%
MBT
1482
Montecito Bank & Trust
California
$3.9M -$106K -792 -3%
9WM
1483
9258 Wealth Management
Ohio
$3.9M +$218K +1,629 +6%
PG
1484
Pendal Group
Australia
$3.9M -$200K -1,495 -5%
SMI
1485
Shelter Mutual Insurance
Missouri
$3.89M – – –
ZCI
1486
Zevenbergen Capital Investments
Washington
$3.87M -$125K -930 -3%
MA
1487
McBroom & Associates
Nevada
$3.86M -$51.4K -383 -1%
CM
1488
Churchill Management
California
$3.85M -$435K -3,243 -10%
VWMG
1489
Virginia Wealth Management Group
Virginia
$3.85M +$177K +1,322 +5%
CAM
1490
Close Asset Management
United Kingdom
$3.85M -$748K -5,575 -16%
DLG
1491
Daniel L. Goodwin
$3.83M – – –
PSB
1492
Piscataqua Savings Bank
New Hampshire
$3.83M -$13.8K -103 -0.4%
AWMT
1493
AAFMAA Wealth Management & Trust
North Carolina
$3.83M -$36.7K -274 -1%
FWM
1494
Fairhaven Wealth Management
Illinois
$3.81M +$143K +1,068 +4%
SIAG
1495
Signet Investment Advisory Group
Rhode Island
$3.81M +$41.8K +312 +1%
AWE
1496
Avidian Wealth Enterprises
Texas
$3.81M +$1.02M +7,594 +36%
JWCA
1497
J.W. Coons Advisors
Ohio
$3.81M +$381K +2,840 +11%
GLA
1498
Good Life Advisors
Pennsylvania
$3.8M +$111K +829 +3%
DCM
1499
Delta Capital Management
New Jersey
$3.79M +$40.2K +300 +1%
AIM
1500
Athena Investment Management
California
$3.79M +$32.7K +244 +0.9%
58 59
60
61 62