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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 %
IDBONY
2151
Israel Discount Bank of New York
New York
$1.56M -$150K -1,122 -9%
HFG
2152
Heron Financial Group
New York
$1.56M -$6.09K -45 -0.4%
FRA
2153
Front Row Advisors
California
$1.56M +$233K +1,739 +18%
GWCM
2154
Godshalk Welsh Capital Management
Pennsylvania
$1.55M -$34.7K -259 -2%
OCM
2155
Orion Capital Management
California
$1.55M – – –
LMKC
2156
L.M. Kohn & Company
Ohio
$1.55M +$23.6K +176 +2%
PFWA
2157
Paces Ferry Wealth Advisors
Georgia
$1.55M +$3.89K +29 +0.3%
TCB
2158
Texas Capital Bancshares
Texas
$1.54M +$1.21K +9 +0.1%
CIM
2159
Caldwell Investment Management
Ontario, Canada
$1.54M – – –
SPWM
2160
Schrum Private Wealth Management
Florida
$1.54M -$65.4K -488 -4%
AFC
2161
AFT Forsyth & Company
Florida
$1.53M -$6.71K -50 -0.4%
OL
2162
Optas LLC
Texas
$1.53M +$14.1K +105 +0.9%
PCP
2163
Proficio Capital Partners
Massachusetts
$1.53M +$104K +772 +7%
FPCP
2164
Fort Point Capital Partners
California
$1.52M -$1.34K -10 -0.1%
CBA
2165
Coastal Bridge Advisors
Connecticut
$1.52M -$2.1M -15,676 -58%
MA
2166
MONECO Advisors
Connecticut
$1.51M +$64.1K +478 +4%
AA
2167
Aire Advisors
California
$1.51M -$52.7K -393 -3%
CPWA
2168
Cerro Pacific Wealth Advisors
California
$1.51M +$29.6K +221 +2%
DS
2169
DRW Securities
Illinois
$1.51M -$1.29M -9,591 -46%
FNBOSM
2170
First National Bank of South Miami
Florida
$1.51M -$26.1K -195 -2%
SIC
2171
Samalin Investment Counsel
New York
$1.51M +$328K +2,447 +28%
OCPWS
2172
One Charles Private Wealth Services
Massachusetts
$1.5M -$3.35K -25 -0.2%
MMC
2173
Mizuho Markets Cayman
Cayman Islands
$1.5M -$992K -7,400 -40%
MW
2174
MBL Wealth
North Carolina
$1.5M +$56.3K +420 +4%
VFPI
2175
Vantage Financial Partners (Illinois)
Illinois
$1.5M +$148K +1,100 +11%
85 86
87
88 89