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 %
MA
1726
MCF Advisors
Kentucky
$2.85M +$13.3K +99 +0.5%
WA
1727
Wealth Alliance
New York
$2.84M +$194K +1,448 +7%
HIP
1728
HUB Investment Partners
Texas
$2.84M +$104K +777 +4%
VCM
1729
Vivaldi Capital Management
Illinois
$2.84M +$217K +1,580 +8%
GWANC
1730
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.83M +$7.24K +54 +0.3%
FANJ
1731
Financial Architects (New Jersey)
New Jersey
$2.83M +$15.8K +118 +0.6%
ZCA
1732
Zeke Capital Advisors
Pennsylvania
$2.83M +$459K +3,422 +19%
DFG
1733
Delta Financial Group
New Jersey
$2.83M +$2.83M +21,443 New
SAM
1734
Sycomore Asset Management
France
$2.82M +$455K +3,464 +19%
NAMP
1735
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.82M +$20.1K +150 +0.7%
SOAMC
1736
Spirit of America Management Corp
New York
$2.82M -$134K -1,000 -5%
APG
1737
Abacus Planning Group
South Carolina
$2.81M +$16.1K +120 +0.6%
SCM
1738
Seascape Capital Management
New Hampshire
$2.8M +$17.2K +128 +0.6%
PP
1739
Pacifica Partners
Canada
$2.8M +$37.2K +282 +1%
PCG
1740
Prosperity Consulting Group
Maryland
$2.79M +$68.9K +514 +3%
IP
1741
Investment Partners
Ohio
$2.79M -$7.96M -59,373 -74%
BFIC
1742
Bedell Frazier Investment Counselling
California
$2.78M -$15.4K -115 -0.6%
FPB
1743
First PREMIER Bank
South Dakota
$2.78M +$5.36K +40 +0.2%
MMM
1744
Mendel Money Management
Illinois
$2.78M -$79.4K -592 -3%
LWM
1745
Ledge Wealth Management
Minnesota
$2.78M +$578K +4,309 +26%
CS
1746
Crescent Sterling
Louisiana
$2.77M +$2.77M +20,667 New
LHC
1747
Little House Capital
Massachusetts
$2.77M -$662K -4,933 -19%
CB
1748
CNB Bank
Pennsylvania
$2.76M -$192K -1,433 -7%
TIA
1749
Tiemann Investment Advisors
California
$2.76M +$33.5K +250 +1%
ODG
1750
O'Dell Group
Ohio
$2.76M +$24.7K +184 +0.9%
68 69
70
71 72