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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 %
RL
1601
Ruffer LLP
United Kingdom
$3.35M -$15.1M -112,325 -82%
FAP
1602
Financial Advisory Partners
Florida
$3.34M -$1.02M -7,594 -23%
CWAG
1603
Compton Wealth Advisory Group
Virginia
$3.34M +$20.7K +154 +0.6%
LRPA
1604
L. Roy Papp & Associates
Arizona
$3.34M -$2.15K -16 -0.1%
WP
1605
WealthSource Partners
California
$3.34M -$563K -4,196 -14%
HI
1606
Hudock Inc
Pennsylvania
$3.33M -$192K -1,432 -5%
RWB
1607
RMR Wealth Builders
New Jersey
$3.33M +$16.2K +121 +0.5%
SCI
1608
S&CO Inc
Massachusetts
$3.33M – – –
NDSI
1609
Newman Dignan & Sheerar Inc
Rhode Island
$3.32M +$3.08K +23 +0.1%
QC
1610
Quadrature Capital
United Kingdom
$3.32M +$626K +4,667 +23%
AIA
1611
Armor Investment Advisors
North Carolina
$3.32M +$151K +1,129 +5%
BOS
1612
Bank of Stockton
California
$3.32M -$13.1K -98 -0.4%
EWM
1613
EPG Wealth Management
Georgia
$3.31M -$24.5K -183 -0.7%
FNBOMD
1614
First National Bank of Mount Dora
Florida
$3.31M -$1.21K -9 -0%
BFC
1615
Blue Fin Capital
Rhode Island
$3.3M -$43.7K -326 -1%
FWP
1616
FAS Wealth Partners
Kansas
$3.3M +$290K +2,159 +10%
TW
1617
TrinityPoint Wealth
Connecticut
$3.3M +$48.9K +365 +2%
RAM
1618
Roanoke Asset Management
New Jersey
$3.3M -$177K -1,321 -5%
ECM
1619
Elgethun Capital Management
South Dakota
$3.3M -$32K -236 -1%
STA
1620
Summit Trail Advisors
New York
$3.28M +$89.4K +667 +3%
RGI
1621
River Global Investors
United Kingdom
$3.28M +$42.4K +316 +1%
FMTCOCP
1622
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.27M +$28.6K +213 +0.9%
PC
1623
Permanens Capital
New York
$3.27M -$422K -3,150 -11%
MA
1624
Modus Advisors
Minnesota
$3.26M +$158K +1,176 +5%
DI
1625
DFPG Investments
Utah
$3.26M +$765K +5,477 +31%
63 64
65
66 67