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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 %
CBT
2126
CoreFirst Bank & Trust
Kansas
$1.62M +$34.6K +258 +2%
BI
2127
Ballast Inc
Kentucky
$1.62M -$28.3K -211 -2%
CIAS
2128
CFS Investment Advisory Services
New Jersey
$1.61M -$110M -823,020 -99%
AIP
2129
Ahrens Investment Partners
Louisiana
$1.61M -$320K -2,387 -17%
MA
2130
MJP Associates
Connecticut
$1.61M +$69.3K +517 +5%
HFP
2131
Holistic Financial Partners
Indiana
$1.6M +$48.5K +362 +3%
AC
2132
Aldebaran Capital
Indiana
$1.6M +$1.6M +11,907 New
MAM
2133
Mastrapasqua Asset Management
Tennessee
$1.59M -$99.2K -740 -6%
MCAI
2134
Members Capital Advisors Inc
Wisconsin
$1.59M – – –
WCM
2135
Windsor Capital Management
Arizona
$1.59M -$50.7K -378 -3%
JDR
2136
Jay D. Rosenbaum
$1.59M +$93.3K +696 +6%
TIA
2137
Traphagen Investment Advisors
New Jersey
$1.59M -$311K -2,320 -16%
OHWA
2138
Oak Hill Wealth Advisors
Virginia
$1.59M +$1.59M +11,855 New
MIP
2139
Marietta Investment Partners
Wisconsin
$1.59M -$59.7K -445 -4%
EWM
2140
Evergreen Wealth Management
Michigan
$1.58M +$1.58M +11,814 New
AGC
2141
Aspen Grove Capital
Colorado
$1.58M +$1.58M +11,800 New
PIMG
2142
Patriot Investment Management Group
Tennessee
$1.58M +$28.2K +201 +2%
SI
2143
Saxon Interests
Texas
$1.58M -$243K -1,767 -13%
FDS
2144
First Dallas Securities
Texas
$1.58M -$13.3K -99 -0.8%
CAM
2145
Costello Asset Management
Pennsylvania
$1.57M -$5.77K -43 -0.4%
VIM
2146
Vista Investment Management
Pennsylvania
$1.57M +$64.8K +483 +4%
AC
2147
Avestar Capital
New York
$1.57M -$40.4K -301 -3%
SW
2148
SlateStone Wealth
Florida
$1.56M -$57.5K -429 -4%
MCM
2149
Mainstay Capital Management
Michigan
$1.56M – – –
SJIM
2150
St. Johns Investment Management
Florida
$1.56M -$25.5K -190 -2%
84 85
86
87 88