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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 %
MCC
1526
Malaga Cove Capital
California
$3.7M -$6.84K -51 -0.2%
CWM
1527
Calamos Wealth Management
Illinois
$3.7M -$33.3K -248 -0.9%
FBFS
1528
First Business Financial Services
Wisconsin
$3.7M +$35.7K +266 +1%
IA
1529
Icon Advisers
Colorado
$3.7M -$1.25M -9,300 -25%
S
1530
Seeyond
France
$3.7M +$976K +7,281 +36%
MSA
1531
Marino Stram & Associates
Massachusetts
$3.69M -$30.8K -230 -0.8%
DA
1532
Doliver Advisors
Texas
$3.68M -$87.7K -654 -2%
SW
1533
SkyOak Wealth
Michigan
$3.68M -$21.3K -159 -0.6%
GBT
1534
Grove Bank & Trust
Florida
$3.68M +$301K +2,243 +9%
TBNY
1535
Trustco Bank (New York)
New York
$3.67M -$68.7K -512 -2%
AIM
1536
Anchor Investment Management
South Carolina
$3.66M -$111K -831 -3%
HKIM
1537
Hayek Kallen Investment Management
Alabama
$3.66M -$22.5K -168 -0.6%
SWMG
1538
Signature Wealth Management Group
Georgia
$3.65M +$1.52M +11,331 +71%
BL
1539
Balentine LLC
Georgia
$3.64M +$457K +3,409 +14%
MCWS
1540
McKinley Carter Wealth Services
West Virginia
$3.64M +$324K +2,419 +10%
JSL
1541
JT Stratford LLC
Georgia
$3.62M +$146K +1,088 +4%
P
1542
Pitcairn
Pennsylvania
$3.62M +$36.2K +270 +1%
BWM
1543
BNC Wealth Management
Oregon
$3.62M -$26.4K -197 -0.7%
ACM
1544
Altrius Capital Management
North Carolina
$3.62M -$34.1K -254 -0.9%
HCM
1545
Hudson Capital Management
New Jersey
$3.61M +$208K +1,551 +6%
TFA
1546
Transamerica Financial Advisors
Florida
$3.61M +$183K +1,366 +5%
LDB
1547
Lee, Danner & Bass
Tennessee
$3.6M -$659K -4,912 -15%
CST
1548
Charles Schwab Trust
Nevada
$3.58M -$53.9K -402 -1%
EWA
1549
EverSource Wealth Advisors
Alabama
$3.56M +$64.2K +479 +2%
MWM
1550
Mission Wealth Management
California
$3.55M +$281K +2,098 +9%
60 61
62
63 64