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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 %
CFMC
1626
Curbstone Financial Management Corp
New Hampshire
$3.26M -$2.68K -20 -0.1%
VRM
1627
Vectors Research Management
New York
$3.26M -$1.56M -11,657 -32%
AIC
1628
Argus Investors Counsel
New York
$3.26M +$20K +149 +0.6%
IRAG
1629
Investment Research & Advisory Group
Georgia
$3.26M -$85.3K -636 -3%
MFC
1630
Mechanics Financial Corp
Ohio
$3.25M – – –
SP
1631
SWS Partners
Ohio
$3.25M -$49.9K -372 -2%
IAS
1632
IMA Advisory Services
Colorado
$3.24M -$1.44M -10,710 -31%
RCAG
1633
Rehmann Capital Advisory Group
Michigan
$3.23M -$28.2K -210 -0.9%
DCM
1634
Dudley Capital Management
Virginia
$3.22M +$3.22M +24,019 New
DGAM
1635
Desjardins Global Asset Management
Quebec, Canada
$3.21M -$1.63M -12,123 -34%
HVP
1636
Hudson Value Partners
Florida
$3.21M -$8.72K -65 -0.3%
IAS
1637
Insigneo Advisory Services
Florida
$3.19M +$3.19M +23,818 New
PBC
1638
Pavion Blue Capital
California
$3.19M -$37K -276 -1%
WAS
1639
Winch Advisory Services
Wisconsin
$3.19M -$8.31K -62 -0.3%
IGWM
1640
ICA Group Wealth Management
Colorado
$3.19M -$368K -2,746 -10%
IA
1641
IFG Advisory
Georgia
$3.18M -$825K -6,150 -21%
WPA
1642
Winning Points Advisors
Florida
$3.17M +$60.3K +450 +2%
KWA
1643
KCS Wealth Advisory
California
$3.16M +$62.4K +465 +2%
LJAC
1644
L.J. Altfest & Co
New York
$3.15M -$253K -1,890 -7%
NPA
1645
Nichols & Pratt Advisers
Massachusetts
$3.15M -$18.6K -139 -0.6%
BHPW
1646
Beverly Hills Private Wealth
California
$3.15M +$3.15M +23,460 New
LWIC
1647
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.14M +$430K +3,210 +16%
XSC
1648
X-Square Capital
Puerto Rico
$3.14M -$8.98K -67 -0.3%
QPWM
1649
Quadrant Private Wealth Management
Pennsylvania
$3.14M +$3.14M +23,404 New
EWM
1650
Evermay Wealth Management
Virginia
$3.14M +$56.9K +424 +2%
64 65
66
67 68