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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 %
ORC
1751
O'Rourke & Company
Massachusetts
$2.75M +$118K +882 +4%
ST
1752
Sentinel Trust
Texas
$2.75M -$39.4K -294 -1%
DMKJ
1753
David M. Knott Jr
$2.73M – – –
CH
1754
Canton Hathaway
Rhode Island
$2.73M -$295K -2,200 -10%
BHA
1755
Beech Hill Advisors
New York
$2.72M +$21.1K +157 +0.8%
CWM
1756
C2C Wealth Management
Arizona
$2.72M -$44.4K -329 -2%
CF
1757
Copperwynd Financial
Arizona
$2.72M +$2.02M +15,051 +287%
LWM
1758
Lodestone Wealth Management
Washington
$2.72M +$2.72M +20,289 New
VCAM
1759
Van Cleef Asset Management
Ohio
$2.72M +$15.6K +116 +0.6%
EFSCE
1760
Enterprise Financial Services Corp (EFSC)
Missouri
$2.72M -$82.2K -613 -3%
SAG
1761
SageView Advisory Group
California
$2.72M +$2.72M +20,270 New
DBIA
1762
Dumont & Blake Investment Advisors
New Jersey
$2.72M -$16.6K -124 -0.6%
RCG
1763
Regatta Capital Group
California
$2.72M +$900K +6,708 +50%
TFA
1764
Trinity Financial Advisors
Ohio
$2.71M +$343K +2,559 +14%
PRWA
1765
Platte River Wealth Advisors
Colorado
$2.71M -$171K -1,277 -6%
VT
1766
Vise Technologies
New York
$2.71M +$581K +4,331 +27%
CAC
1767
Certified Advisory Corp
Florida
$2.71M -$12.9K -96 -0.5%
RCWM
1768
Royal Capital Wealth Management
Indiana
$2.7M +$11.5K +86 +0.4%
SMH
1769
Sanders Morris Harris
Texas
$2.7M +$67.1K +500 +3%
FBT
1770
First Bank & Trust
South Dakota
$2.7M +$1.43M +10,668 +113%
GPTE
1771
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.7M – – –
AIC
1772
Archer Investment Corporation
Indiana
$2.7M +$27.5K +205 +1%
TC
1773
Titleist Capital
Texas
$2.69M -$59.9K -447 -2%
SCI
1774
Stableford Capital II
Arizona
$2.69M -$458K -3,333 -15%
EHWM
1775
Eads & Heald Wealth Management
Georgia
$2.69M +$32.1K +239 +1%
69 70
71
72 73