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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 %
WCM
1551
Wisconsin Capital Management
Wisconsin
$3.55M -$231K -1,726 -6%
BL
1552
BFSG LLC
California
$3.55M -$69.7K -520 -2%
TNBTD
1553
Trustmark National Bank Trust Department
Mississippi
$3.55M -$82.5K -615 -2%
LSWM
1554
Lorne Steinberg Wealth Management
Canada
$3.55M +$49.5K +369 +1%
EBT
1555
Enterprise Bank & Trust
Massachusetts
$3.54M +$116K +867 +3%
HCM
1556
Hall Capital Management
Rhode Island
$3.54M -$21.6K -161 -0.6%
SIA
1557
SeaBridge Investment Advisors
New Jersey
$3.53M -$359K -2,679 -9%
SWA
1558
Sutton Wealth Advisors
Florida
$3.52M +$102K +762 +3%
VA
1559
Valmark Advisers
Ohio
$3.52M +$181K +1,352 +5%
Wolverine Trading
1560
Wolverine Trading
Illinois
$3.52M -$26M -193,982 -88%
AL
1561
Aspiriant LLC
California
$3.52M +$147K +1,096 +4%
AG
1562
AIA Group
Hong Kong
$3.51M +$1.27M +9,484 +57%
HNW
1563
High Note Wealth
Minnesota
$3.51M -$25.5K -190 -0.7%
SFI
1564
SPC Financial Inc
Maryland
$3.51M -$31.1K -232 -0.9%
ACM
1565
Alta Capital Management
Utah
$3.51M +$105K +786 +3%
STC
1566
Sarah T. Connolly
$3.51M +$11K +82 +0.3%
HA
1567
Harbor Advisors
Florida
$3.51M – – –
AB
1568
Atlas Brown
Kentucky
$3.5M -$477K -3,556 -12%
MVA
1569
Mount Vernon Associates
Maryland
$3.5M – – –
SIAP
1570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.5M -$161K -1,200 -4%
P
1571
Pariax
California
$3.5M -$3.13M -23,342 -47%
CWP
1572
CFM Wealth Partners
Texas
$3.49M +$126K +941 +4%
SSI
1573
Scott & Selber Inc
Texas
$3.48M -$9.25K -69 -0.3%
SIC
1574
Shoker Investment Counsel
Ohio
$3.45M -$118K -882 -3%
AIS
1575
AM Investment Strategies
Tennessee
$3.44M -$53.5K -399 -2%
61 62
63
64 65