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 %
SCM
1901
Spreng Capital Management
Ohio
$2.27M -$134K -1,000 -6%
RSA
1902
River Street Advisors
Illinois
$2.27M +$2.27M +16,912 New
GIM
1903
Guild Investment Management
California
$2.26M -$84.5K -630 -4%
FFS
1904
Founders Financial Securities
Maryland
$2.26M +$1.16M +8,646 +105%
HCM
1905
Hollencrest Capital Management
California
$2.26M +$107K +796 +5%
MIM
1906
Moseley Investment Management
Florida
$2.25M +$24.4K +182 +1%
WEG
1907
World Equity Group
Illinois
$2.25M +$59.7K +445 +3%
FWM
1908
Forza Wealth Management
Florida
$2.25M +$2.25M +16,798 New
CP
1909
CenterBook Partners
Connecticut
$2.25M +$1.1M +8,211 +96%
CL
1910
Choreo LLC
Illinois
$2.24M +$65.8K +491 +3%
MJB
1911
Mark J. Bradley
$2.24M +$2.24M +16,692 New
MCI
1912
MRP Capital Investments
Georgia
$2.23M +$2.23M +16,662 New
BMC
1913
Benin Management Corp
Connecticut
$2.23M +$174K +1,300 +8%
GCC
1914
Game Creek Capital
Massachusetts
$2.23M -$352K -2,625 -14%
LWA
1915
Lineweaver Wealth Advisors
Ohio
$2.22M -$110K -821 -5%
KTC
1916
Kistler-Tiffany Companies
Pennsylvania
$2.22M -$346K -2,581 -13%
AWC
1917
Abundance Wealth Counselors
Pennsylvania
$2.22M +$59.1K +441 +3%
NW
1918
Naviter Wealth
Arkansas
$2.22M +$422K +3,029 +23%
FCB
1919
First County Bank
Connecticut
$2.22M +$2.22M +16,537 New
BEC
1920
Blue Edge Capital
Virginia
$2.21M +$6.03K +45 +0.3%
CWA
1921
Canvas Wealth Advisors
Kansas
$2.21M -$77.4K -567 -3%
BCM
1922
Boltwood Capital Management
California
$2.21M -$39.8K -297 -2%
SEEDPG
1923
S.E.E.D. Planning Group
New York
$2.21M +$124K +921 +6%
WCM
1924
Weik Capital Management
Pennsylvania
$2.21M – – –
CA
1925
Cornerstone Advisory
Maryland
$2.21M +$26K +194 +1%
75 76
77
78 79