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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 %
LM
2201
Lincluden Management
Ontario, Canada
$1.45M – – –
MHIC
2202
Marble Harbor Investment Counsel
Massachusetts
$1.45M – – –
TI
2203
Truepoint Inc
Ohio
$1.45M +$20.1K +150 +1%
SWK
2204
Stephen W. Kidder
$1.44M +$943K +7,030 +188%
LF
2205
LifeSteps Financial
California
$1.44M +$53.8K +401 +4%
BWM
2206
BlackDiamond Wealth Management
New York
$1.44M +$7.9K +57 +0.6%
CA
2207
Carson Advisory
Georgia
$1.43M -$6.97K -52 -0.5%
WA
2208
Waddell & Associates
Tennessee
$1.43M +$42.9K +320 +3%
SIG
2209
Sky Investment Group
Connecticut
$1.43M +$11.7K +87 +0.8%
SMA
2210
Sage Mountain Advisors
Georgia
$1.43M +$66K +492 +5%
JF
2211
JSF Financial
California
$1.42M -$5.63K -42 -0.4%
CGA
2212
Crescent Grove Advisors
Illinois
$1.42M +$148K +1,100 +12%
CASB
2213
Cape Ann Savings Bank
Massachusetts
$1.42M -$2.55K -19 -0.2%
TB
2214
Terril Brothers
Missouri
$1.42M – – –
CCM
2215
Chiron Capital Management
Florida
$1.42M +$26.8K +200 +2%
SCG
2216
Sonata Capital Group
Washington
$1.41M -$134 -1 -0%
WAG
2217
Winthrop Advisory Group
Massachusetts
$1.41M +$38.1K +284 +3%
SFS
2218
Summit Financial Strategies
Ohio
$1.41M -$727K -5,419 -34%
RZH
2219
Relyea Zuckerberg Hanson
Connecticut
$1.41M +$259K +1,930 +23%
PMFA
2220
Plante Moran Financial Advisors
Michigan
$1.41M -$93.1K -694 -6%
PP
2221
Paloma Partners
Connecticut
$1.4M +$1.36M +10,171 +3,390%
SIM
2222
SSI Investment Management
California
$1.4M -$805 -6 -0.1%
IP
2223
Ignite Planners
California
$1.4M +$147K +1,044 +12%
IF
2224
Intrua Financial
Texas
$1.39M +$44.7K +332 +3%
ECP
2225
Epacria Capital Partners
Colorado
$1.39M +$1.39M +10,400 New
87 88
89
90 91