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 %
WA
1826
WP Advisors
California
$2.5M +$19.4K +145 +0.8%
FCCM
1827
First City Capital Management
Georgia
$2.5M +$69.2K +516 +3%
FMB
1828
Field & Main Bank
Kentucky
$2.5M -$12.1K -90 -0.5%
HIC
1829
Holderness Investments Company
North Carolina
$2.5M +$12.9K +96 +0.5%
HGCK
1830
HPC Germany & Co KG
Germany
$2.49M – – –
RWM
1831
RKL Wealth Management
Pennsylvania
$2.49M -$536 -4 -0%
KF
1832
Krilogy Financial
Missouri
$2.48M +$152K +1,134 +7%
AIM
1833
Acropolis Investment Management
Missouri
$2.48M +$53.9K +402 +2%
CFA
1834
Compass Financial Advisors
Indiana
$2.48M +$75.8K +565 +3%
HBT
1835
Heartland Bank & Trust
Illinois
$2.47M +$795K +5,927 +47%
LIM
1836
Longfellow Investment Management
Massachusetts
$2.47M – – –
RHP
1837
Royal Harbor Partners
Texas
$2.46M -$172K -1,282 -7%
GPA
1838
Guerra Pan Advisors
New Jersey
$2.46M -$10.1K -75 -0.4%
PIP
1839
Peachtree Investment Partners
Florida
$2.46M -$66.8K -498 -3%
NWM
1840
Northcape Wealth Management
New York
$2.46M -$1.11M -8,314 -31%
AMIM
1841
Aull & Monroe Investment Management
Alabama
$2.46M -$36.9K -275 -1%
RTC
1842
Riverview Trust Company
Washington
$2.45M -$133K -990 -5%
HFBOT
1843
Home Federal Bank of Tennessee
Tennessee
$2.45M -$20.8K -155 -0.8%
CCG
1844
Ceeto Capital Group
Florida
$2.45M +$12.3K +92 +0.5%
MG
1845
Mather Group
Illinois
$2.43M -$84.1K -627 -3%
AWM
1846
Affinity Wealth Management
Delaware
$2.43M +$3.49K +26 +0.1%
DA
1847
Dillon & Associates
Michigan
$2.43M -$12.2K -91 -0.5%
SMC
1848
Smith, Moore & Co
Missouri
$2.42M +$68.8K +513 +3%
SW
1849
StrongBox Wealth
Missouri
$2.42M +$87.6K +653 +4%
IAS
1850
Investment Advisory Services
Texas
$2.42M -$4.75K -35 -0.2%
72 73
74
75 76