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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 %
CIP
1776
Convergence Investment Partners
Florida
$2.68M -$11.7K -87 -0.4%
WIM
1777
Weitz Investment Management
Nebraska
$2.68M – – –
KWM
1778
Keebeck Wealth Management
Illinois
$2.68M +$27.1K +202 +1%
OHWP
1779
Oak Harbor Wealth Partners
North Carolina
$2.67M +$44K +328 +2%
BBNA
1780
Bremer Bank National Association
Minnesota
$2.67M -$330K -2,464 -11%
HIM
1781
Hotaling Investment Management
Pennsylvania
$2.67M +$1.67M +12,463 +168%
CCM
1782
Carderock Capital Management
Maryland
$2.67M -$244K -1,821 -8%
BP
1783
BBR Partners
New York
$2.65M -$122K -913 -4%
FUBT
1784
First United Bank & Trust
Maryland
$2.65M -$86.9K -648 -3%
SC
1785
Sawyer & Company
Massachusetts
$2.65M -$63.7K -475 -2%
OAM
1786
Oak Asset Management
California
$2.64M -$28.7K -214 -1%
PE
1787
Point72 Europe
United Kingdom
$2.63M -$3.29M -24,500 -56%
SWM
1788
Sugarloaf Wealth Management
Georgia
$2.63M -$227K -1,692 -8%
CCM
1789
Condor Capital Management
New Jersey
$2.63M +$18K +134 +0.7%
VBCG
1790
Valley Brook Capital Group
Pennsylvania
$2.62M +$90K +671 +4%
DC
1791
DeDora Capital
California
$2.61M +$62.9K +469 +2%
HIC
1792
Harvey Investment Company
Kentucky
$2.61M +$48.3K +360 +2%
TCA
1793
Trifecta Capital Advisors
Illinois
$2.61M +$2.61M +19,442 New
TNAM
1794
Terra Nova Asset Management
New York
$2.61M -$222K -1,652 -8%
TCM
1795
Tandem Capital Management
New Jersey
$2.61M +$27.6K +206 +1%
VFA
1796
Voya Financial Advisors
Connecticut
$2.6M -$349K -2,620 -12%
PRS
1797
Pinkerton Retirement Specialists
Idaho
$2.6M +$208K +1,554 +9%
PFSC
1798
Peoples Financial Services Corp
Pennsylvania
$2.59M -$69.7K -520 -3%
TA
1799
Townsend & Associates
Colorado
$2.58M +$395K +2,773 +18%
RCM
1800
Raleigh Capital Management
North Carolina
$2.58M +$546K +4,074 +27%
70 71
72
73 74