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 %
GA
1701
Greytown Advisors
Florida
$2.95M +$59.8K +446 +2%
SP
1702
Symmetry Partners
Connecticut
$2.94M -$822K -6,130 -22%
CM
1703
Capula Management
Cayman Islands
$2.93M -$6.15M -45,850 -68%
HDIM
1704
Hanson & Doremus Investment Management
Vermont
$2.93M +$469K +3,501 +19%
SWA
1705
SOA Wealth Advisors
New York
$2.93M -$2.41K -18 -0.1%
IIC
1706
Ironwood Investment Counsel
Arizona
$2.93M +$160K +1,194 +6%
MFA
1707
Mayflower Financial Advisors
Massachusetts
$2.92M +$153K +1,142 +6%
GEA
1708
Glen Eagle Advisors
New Jersey
$2.92M -$67.5K -503 -2%
TPM
1709
Triasima Portfolio Management
Quebec, Canada
$2.92M -$457K -3,410 -14%
CCA
1710
Cobblestone Capital Advisors
New York
$2.91M +$119K +886 +4%
PPC
1711
Park Place Capital
Alabama
$2.91M +$2.91M +21,668 New
GKFF
1712
George Kaiser Family Foundation
Oklahoma
$2.9M +$251K +1,873 +9%
LFA
1713
Landmark Financial Advisors
Kentucky
$2.9M +$235K +1,752 +9%
AMG
1714
Advisors Management Group
Wisconsin
$2.9M +$45.3K +338 +2%
WWA
1715
WCG Wealth Advisors
Nevada
$2.9M +$572K +4,267 +25%
KS
1716
Karpas Strategies
Connecticut
$2.9M +$9.52K +71 +0.3%
T
1717
TCWP
Ohio
$2.9M -$162K -1,207 -5%
CT
1718
Coastline Trust
Rhode Island
$2.9M +$526K +3,919 +22%
AGA
1719
Accuvest Global Advisors
Utah
$2.9M +$1.4M +10,474 +94%
IP
1720
Intellectus Partners
California
$2.89M +$7.91K +59 +0.3%
MWM
1721
Modera Wealth Management
New Jersey
$2.88M +$216K +1,614 +8%
LCM
1722
Legato Capital Management
California
$2.88M +$2.88M +21,465 New
Edgewood Management
1723
Edgewood Management
Connecticut
$2.88M +$268K +2,000 +10%
Dimensional Fund Advisors
1724
Dimensional Fund Advisors
Texas
$2.87M +$42.1K +313,922 +1%
SWMP
1725
Signature Wealth Management Partners
New Jersey
$2.87M +$4.02K +30 +0.1%
67 68
69
70 71