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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 %
KFI
1976
Key Financial Inc
Pennsylvania
$2.03M – – –
CCG
1977
Chatham Capital Group
Georgia
$2.03M -$466K -3,475 -19%
CA
1978
Continental Advisors
Utah
$2.03M – – –
3IP
1979
3Chopt Investment Partners
Virginia
$2.03M +$2.03M +15,125 New
REMPR
1980
Roof Eidam Maycock Peralta (REMP)
California
$2.02M +$1.07K +8 +0.1%
CG
1981
Carmignac Gestion
France
$2.01M +$671K +5,000 +50%
TNA
1982
True North Advisors
Texas
$2.01M +$93.7K +699 +5%
SQA
1983
Simon Quick Advisors
New Jersey
$2M +$481K +3,590 +32%
JWM
1984
Jessup Wealth Management
Ohio
$2M +$2M +14,934 New
CA
1985
CGN Advisors
Kansas
$2M +$685K +5,110 +52%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$2M -$173K -1,291 -8%
CB
1987
Centennial Bank
Arkansas
$2M +$2M +14,883 New
LIA
1988
LS Investment Advisors
Michigan
$1.99M +$670 +5 +0%
KA
1989
KLCM Advisors
Wisconsin
$1.99M +$77.4K +577 +4%
GAM
1990
Grandview Asset Management
Pennsylvania
$1.99M -$56.9K -424 -3%
FFA
1991
Fragasso Financial Advisors
Pennsylvania
$1.99M -$19.2K -143 -1%
SSG
1992
Summit Securities Group
New York
$1.98M +$153K +1,142 +8%
ADBIC
1993
A.D. Beadell Investment Counsel
Wisconsin
$1.98M -$187K -1,392 -9%
TWA
1994
TCI Wealth Advisors
Arizona
$1.98M -$7.51K -56 -0.4%
HCCM
1995
Hudson Canyon Capital Management
New York
$1.98M -$43.2K -322 -2%
GI
1996
GS Investments
Minnesota
$1.97M -$1.34K -10 -0.1%
LCAM
1997
London & Capital Asset Management
United Kingdom
$1.97M -$102K -764 -5%
CA
1998
CoreCap Advisors
Michigan
$1.97M +$144K +1,077 +8%
CI
1999
CX Institutional
Indiana
$1.97M +$434K +3,239 +28%
WHC
2000
Wulff, Hansen & Co
California
$1.96M -$4.02K -30 -0.2%
78 79
80
81 82