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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 %
NCM
1676
NCM Capital Management
New Jersey
$3.03M +$268 +2 +0%
OWA
1677
Octavia Wealth Advisors
Ohio
$3.02M +$163K +1,215 +6%
CCI
1678
Credit Capital Investments
New Jersey
$3.02M +$3.02M +22,500 New
V
1679
VeraBank
Texas
$3.02M -$805 -6 -0%
CT
1680
Columbia Trust
Oregon
$3.02M -$258K -1,922 -8%
GIM
1681
Guardian Investment Management
California
$3.01M -$40.2K -300 -1%
GFS
1682
GYL Financial Synergies
Connecticut
$3.01M +$160K +1,191 +6%
BMC
1683
Beaton Management Company
Massachusetts
$3.01M – – –
TA
1684
Tiedemann Advisors
New York
$3M – – –
NL
1685
NVWM LLC
Pennsylvania
$3M -$83.4K -622 -3%
BIP
1686
Blueprint Investment Partners
North Carolina
$3M +$2.75M +20,508 +1,101%
YIA
1687
YHB Investment Advisors
Connecticut
$3M +$58.2K +434 +2%
RCM
1688
RB Capital Management
Nevada
$3M +$52.8K +394 +2%
RFMS
1689
RWQ Financial Management Services
Florida
$2.99M +$223K +1,663 +8%
LCM
1690
Leisure Capital Management
California
$2.99M -$57.5K -429 -2%
CCFM
1691
Clear Creek Financial Management
Washington
$2.99M +$162K +1,209 +6%
CCWM
1692
Cassaday & Co Wealth Management
Virginia
$2.99M +$2.99M +22,294 New
PPWP
1693
Proquility Private Wealth Partners
Nevada
$2.99M -$78.7K -587 -3%
AWM
1694
Accurate Wealth Management
Florida
$2.99M +$560K +4,037 +23%
RP
1695
Rowlandmiller & Partners
Georgia
$2.98M – – –
SIM
1696
Sentry Investment Management
Wisconsin
$2.98M +$195K +1,453 +7%
AIA
1697
Affinity Investment Advisors
California
$2.98M +$243K +1,814 +9%
OF
1698
Outfitter Financial
Maine
$2.97M -$4.69K -35 -0.2%
CIA
1699
Cohen Investment Advisors
New Hampshire
$2.97M +$173K +1,287 +6%
IFPG
1700
Intrepid Financial Planning Group
Indiana
$2.96M -$11.4K -85 -0.4%
66 67
68
69 70