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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 %
BIP
2076
Blue Investment Partners
California
$1.75M +$1.75M +13,071 New
CWM
2077
Chesapeake Wealth Management
Virginia
$1.75M -$108K -807 -6%
AWM
2078
Activest Wealth Management
Florida
$1.75M -$63.1K -470 -3%
AC
2079
AlphaCore Capital
California
$1.74M +$166K +1,241 +11%
VCP
2080
Verus Capital Partners
Arizona
$1.74M +$2.55K +19 +0.1%
TRIA
2081
Trail Ridge Investment Advisors
Colorado
$1.74M +$8.85K +66 +0.5%
JGCM
2082
Joseph Group Capital Management
Ohio
$1.74M -$29.5K -220 -2%
CPSC
2083
Carl P. Sherr & Co
Massachusetts
$1.73M +$41.2K +307 +2%
CWM
2084
Connecticut Wealth Management
Connecticut
$1.73M -$80.7K -602 -4%
CG
2085
Corundum Group
Colorado
$1.73M +$33.8K +252 +2%
HIC
2086
Hartline Investment Corp
Illinois
$1.72M +$835K +6,227 +94%
LWMM
2087
Legacy Wealth Management (Mississippi)
Mississippi
$1.72M -$37.8K -282 -2%
4WM
2088
44 Wealth Management
Oregon
$1.72M +$155K +1,155 +10%
PWMG
2089
Pinnacle Wealth Management Group
Michigan
$1.72M -$439K -3,270 -20%
FNA
2090
First National Advisers
Nebraska
$1.71M +$170K +1,270 +11%
SXL
2091
Summit X LLC
Missouri
$1.7M +$48.9K +423 +3%
CS
2092
Capital Square
Tennessee
$1.7M -$54K -403 -3%
PCM
2093
Pointe Capital Management
Michigan
$1.7M -$65.7K -490 -4%
WAM
2094
Weatherly Asset Management
California
$1.7M -$83.8K -625 -5%
KIC
2095
Kensington Investment Counsel
California
$1.7M -$42.2K -315 -2%
MCM
2096
Manchester Capital Management
Vermont
$1.7M -$406K -3,024 -19%
PBO
2097
Peoples Bank (Ohio)
Ohio
$1.7M -$57.1K -426 -3%
DLHL
2098
Donald L. Hagan LLC
Florida
$1.7M +$151K +1,125 +10%
EWM
2099
Elmwood Wealth Management
California
$1.69M -$6.71K -50 -0.4%
CRWM
2100
Castle Rock Wealth Management
California
$1.69M +$102K +727 +6%
82 83
84
85 86