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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 %
SIG
1651
Sargent Investment Group
Maryland
$3.13M +$111K +826 +4%
FCA
1652
FLC Capital Advisors
California
$3.13M -$38K -283 -1%
MWAM
1653
Manhattan West Asset Management
California
$3.13M +$292K +2,178 +10%
APWM
1654
Atlas Private Wealth Management
New York
$3.13M +$210K +1,566 +7%
CD
1655
Chapin Davis
Maryland
$3.1M +$3.1M +23,128 New
SIM
1656
Studio Investment Management
Illinois
$3.1M -$28.6K -213 -0.9%
MWM
1657
Massachusetts Wealth Management
Massachusetts
$3.09M +$3.09M +22,075 New
NSB
1658
Norway Savings Bank
Maine
$3.09M +$36.6K +273 +1%
WP
1659
WMS Partners
Maryland
$3.08M +$324K +2,416 +12%
RFA
1660
Resurgent Financial Advisors
Georgia
$3.08M +$63.3K +472 +2%
HWA
1661
HCR Wealth Advisors
California
$3.07M -$107K -800 -3%
ESB
1662
Essex Savings Bank
Connecticut
$3.07M +$53.4K +398 +2%
HC
1663
HNP Capital
New York
$3.07M -$1.55M -11,568 -34%
ATC
1664
Adirondack Trust Company
New York
$3.07M -$18.5K -138 -0.6%
ACM
1665
Ategra Capital Management
Virginia
$3.07M +$681K +5,078 +29%
WCM
1666
Wunderlich Capital Managemnt
Tennessee
$3.07M +$15.4K +115 +0.5%
GCM
1667
Gables Capital Management
Florida
$3.06M -$80.5K -600 -3%
FAIM
1668
Financial Advocates Investment Management
Washington
$3.05M +$1.22M +9,067 +66%
WOC
1669
West Oak Capital
California
$3.05M -$102K -760 -3%
WWA
1670
WC Walker & Associates
California
$3.05M +$74.4K +537 +3%
WR
1671
WD Rutherford
Oregon
$3.04M -$111K -825 -4%
PWA
1672
Phoenix Wealth Advisors
North Carolina
$3.04M +$81.8K +610 +3%
EL
1673
EMFO LLC
Florida
$3.03M – – –
UHC
1674
Union Heritage Capital
Michigan
$3.03M – – –
PCM
1675
Poehling Capital Management
Wisconsin
$3.03M +$159K +1,182 +6%
65 66
67
68 69