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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 %
JHCP
2176
Jackson Hole Capital Partners
Oklahoma
$1.5M – – –
AFS
2177
Access Financial Services
Minnesota
$1.5M -$278K -2,075 -16%
PCM
2178
Princeton Capital Management
New Jersey
$1.49M +$99.5K +742 +7%
FFC
2179
First Financial Corp
Indiana
$1.49M +$1.74K +13 +0.1%
Kayne Anderson Rudnick Investment Management
2180
Kayne Anderson Rudnick Investment Management
California
$1.49M +$3.35K +25 +0.2%
CAM
2181
Cacti Asset Management
Georgia
$1.49M – – –
NPF
2182
Norris Perne & French
Michigan
$1.48M +$41.4K +309 +3%
FAM
2183
Formidable Asset Management
Ohio
$1.48M +$12.3K +92 +0.8%
TIA
2184
Trust Investment Advisors
Indiana
$1.48M +$48.4K +361 +3%
SFM
2185
Signet Financial Management
New Jersey
$1.48M -$6.17K -46 -0.4%
BIA
2186
BHK Investment Advisors
Alabama
$1.48M -$135K -1,008 -8%
MLA
2187
My Legacy Advisors
Oregon
$1.48M +$46.4K +329 +3%
ICM
2188
IMS Capital Management
Oregon
$1.48M +$19.7K +147 +1%
HBW
2189
Hazlett, Burt & Watson
West Virginia
$1.48M +$1.35K +10 +0.1%
DA
2190
Dover Advisors
Virginia
$1.47M +$1.47M +10,992 New
AWA
2191
Aaron Wealth Advisors
Illinois
$1.47M +$928K +6,921 +170%
ACL
2192
Applied Capital LLC
Florida
$1.47M +$1.47M +10,969 New
WA
2193
Wealth Architects
California
$1.47M -$29.6K -221 -2%
RB
2194
Renasant Bank
Mississippi
$1.46M +$76.6K +571 +6%
CFG
2195
CKW Financial Group
Hawaii
$1.46M +$122K +908 +9%
GHAM
2196
Gilman Hill Asset Management
Connecticut
$1.46M -$129K -964 -8%
CW
2197
CIC Wealth
Maryland
$1.46M +$1.46M +10,876 New
GWA
2198
GGM Wealth Advisors
Maryland
$1.46M -$380K -2,784 -21%
JFA
2199
JNBA Financial Advisors
Minnesota
$1.46M – – –
RIM
2200
RW Investment Management
Idaho
$1.45M +$1.45M +10,833 New
86 87
88
89 90