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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 %
LC
2051
LCNB Corp
Ohio
$1.83M -$101K -751 -5%
TFP
2052
Tilia Fiduciary Partners
North Carolina
$1.81M +$44.9K +335 +3%
6F
2053
626 Financial
Michigan
$1.81M -$39.6K -295 -2%
SFG
2054
Steward Financial Group
Texas
$1.81M +$10.5K +78 +0.6%
RA
2055
Rockingstone Advisors
Massachusetts
$1.81M +$1.81M +13,479 New
OIM
2056
Oder Investment Management
California
$1.81M -$50.2K -374 -3%
IIL
2057
Insight Inv LLC
California
$1.81M +$15.8K +118 +0.9%
AFS
2058
Aft Forsyth & Sober
Florida
$1.8M – – –
TWI
2059
Thomas White International
Illinois
$1.8M – – –
EG
2060
Ellerson Group
Maryland
$1.8M +$1.8M +13,443 New
CIC
2061
Chilton Investment Company
Connecticut
$1.8M -$40.2K -300 -2%
MCM
2062
McMillion Capital Management
North Carolina
$1.8M -$85.6K -638 -5%
VCM
2063
Virtue Capital Management
Tennessee
$1.79M +$1.16M +8,644 +183%
PIM
2064
Perpetual Investment Management
Australia
$1.79M -$223K -1,666 -11%
HCM
2065
Highlander Capital Management
New Jersey
$1.78M – – –
TAM
2066
Todd Asset Management
Kentucky
$1.78M – – –
PHS
2067
Pekin Hardy Strauss
Illinois
$1.78M -$62.1K -463 -3%
VWM
2068
Venturi Wealth Management
Texas
$1.78M -$26.2K -195 -1%
WAAG
2069
Wealth Alliance Advisory Group
Kansas
$1.77M +$37.7K +281 +2%
CCMT
2070
CMT Capital Markets Trading
Germany
$1.77M +$1.77M +13,200 New
KJWM
2071
Kiley Juergens Wealth Management
Washington
$1.77M -$4.83K -36 -0.3%
SA
2072
SRN Advisors
Pennsylvania
$1.77M -$728K -5,432 -29%
CIM
2073
CIM Investment Management
Pennsylvania
$1.77M -$48.8K -364 -3%
MPCG
2074
Matrix Private Capital Group
New York
$1.77M -$10.1K -75 -0.6%
DWM
2075
Drive Wealth Management
Utah
$1.75M +$270K +2,015 +18%
81 82
83
84 85