JPM icon

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 %
SS
1576
Sunbelt Securities
Texas
$3.44M -$157K -1,174 -4%
FFA
1577
Founders Financial Alliance
North Carolina
$3.43M +$403K +3,004 +13%
CFGS
1578
Concourse Financial Group Securities
Alabama
$3.43M -$10.6K -79 -0.3%
MSAM
1579
Moloney Securities Asset Management
Missouri
$3.43M -$99.2K -740 -3%
EW
1580
Evoke Wealth
California
$3.42M -$135K -1,005 -4%
PCM
1581
Pentwater Capital Management
Florida
$3.42M +$402K +3,000 +13%
KA
1582
Kovack Advisors
Florida
$3.41M -$124K -923 -4%
NL
1583
NWAM LLC
Washington
$3.41M -$141K -1,054 -4%
CWA
1584
Clarity Wealth Advisors
California
$3.4M +$34.7K +259 +1%
RFN
1585
RDA Financial Network
Iowa
$3.39M -$1.07K -8 -0%
GSB
1586
Greenfield Savings Bank
Massachusetts
$3.39M -$42.6K -318 -1%
PTP
1587
Platform Technology Partners
New York
$3.39M -$50.7K -378 -1%
LWM
1588
LJI Wealth Management
Indiana
$3.38M +$3.38M +25,193 New
LCM
1589
Liberty Capital Management
Michigan
$3.37M +$322K +2,404 +11%
GCA
1590
Gradient Capital Advisors
California
$3.36M -$1.34K -10 -0%
PGWM
1591
Parisi Gray Wealth Management
New Jersey
$3.36M +$1.49M +11,085 +79%
CA
1592
Continuum Advisory
Idaho
$3.36M +$91.3K +1,396 +3%
MC
1593
Mathes Company
New York
$3.36M -$48.3K -360 -1%
BDS
1594
Banco de Sabadell
Florida
$3.36M -$414K -3,035 -11%
UCI
1595
Uncommon Cents Investing
Wisconsin
$3.36M +$40.9K +305 +1%
MAM
1596
Mystic Asset Management
Rhode Island
$3.36M +$198K +1,479 +6%
CWM
1597
Cordatus Wealth Management
Pennsylvania
$3.35M +$3.35M +25,006 New
LIP
1598
Liontrust Investment Partners
United Kingdom
$3.35M – – –
EML
1599
Eos Management LP
New York
$3.35M – – –
BSG
1600
Black Swift Group
Colorado
$3.35M +$3.35M +25,000 New
62 63
64
65 66