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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 %
OPA
1501
Old Port Advisors
Maine
$3.79M +$87.3K +651 +2%
MGWM
1502
Marks Group Wealth Management
Minnesota
$3.78M +$219K +1,631 +6%
ST
1503
Smithfield Trust
Pennsylvania
$3.78M +$17.7K +132 +0.5%
MPIA
1504
Mountain Pacific Investment Advisers
Idaho
$3.77M -$39.2K -292 -1%
RSWM
1505
Robertson Stephens Wealth Management
California
$3.76M +$40.6K +303 +1%
YWP
1506
YorkBridge Wealth Partners
New York
$3.76M +$471K +3,512 +14%
UBG
1507
United Bank (Georgia)
Georgia
$3.76M +$805 +6 +0%
RIA
1508
Regal Investment Advisors
Michigan
$3.76M -$163K -1,216 -4%
PCA
1509
Peddock Capital Advisors
Massachusetts
$3.76M -$114K -851 -3%
CAG
1510
Csenge Advisory Group
Florida
$3.76M +$351K +2,614 +10%
AIS
1511
American Investment Services
Massachusetts
$3.76M +$861K +6,423 +30%
LSAG
1512
Lake Street Advisors Group
New Hampshire
$3.75M -$2.15M -15,999 -36%
SFG
1513
StrategIQ Financial Group
Indiana
$3.75M -$7.64K -57 -0.2%
CFCI
1514
Comprehensive Financial Consultants Institutional
Indiana
$3.75M +$144K +1,033 +4%
MAM
1515
Montchanin Asset Management
Delaware
$3.75M -$69.1K -515 -2%
RSS
1516
Rosenblum Silverman Sutton
California
$3.75M -$94.9K -708 -2%
EP
1517
Eudaimonia Partners
Tennessee
$3.74M +$730K +5,445 +24%
SAM
1518
Secure Asset Management
Michigan
$3.74M -$78K -582 -2%
SF
1519
Summit Financial
New Jersey
$3.74M -$790K -5,890 -17%
AFA
1520
Arlington Financial Advisors
California
$3.73M +$194K +1,449 +6%
AM
1521
Account Management
Massachusetts
$3.73M -$402K -3,000 -10%
CIC
1522
Cornercap Investment Counsel
Georgia
$3.72M -$1.76M -13,106 -32%
CIG
1523
Consolidated Investment Group
Colorado
$3.71M -$1.61M -12,000 -30%
IBOK
1524
Independence Bank of Kentucky
Kentucky
$3.71M -$37.1K -277 -1%
ATI
1525
Act Two Investors
California
$3.7M – – –
59 60
61
62 63