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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 %
MFC
2226
Morris Financial Concepts
South Carolina
$1.39M -$11.8K -88 -0.8%
SIC
2227
Sterling Investment Counsel
New York
$1.39M +$939 +7 +0.1%
HBWM
2228
Hollow Brook Wealth Management
New York
$1.39M +$106K +792 +8%
FMP
2229
Financial Management Professionals
Texas
$1.39M +$56.3K +420 +4%
AIM
2230
ARGA Investment Management
Connecticut
$1.39M – – –
CC
2231
Commons Capital
Massachusetts
$1.39M -$16.4K -122 -1%
OCM
2232
Orleans Capital Management
Louisiana
$1.39M – – –
NFSG
2233
Newbridge Financial Services Group
Florida
$1.38M -$119K -887 -8%
DBG
2234
De Burlo Group
Massachusetts
$1.38M – – –
WDC
2235
Woodward Diversified Capital
California
$1.38M -$215K -1,607 -13%
PCM
2236
Passive Capital Management
Maryland
$1.38M – – –
GKWIM
2237
Gerber Kawasaki Wealth & Investment Management
California
$1.37M -$87.2K -650 -6%
DL
2238
DOHJ LLC
Washington
$1.37M +$35.4K +264 +3%
HAIM
2239
Hunter Associates Investment Management
Pennsylvania
$1.37M -$177K -1,321 -11%
AF
2240
Apexium Financial
Texas
$1.37M +$73.2K +546 +6%
DM
2241
Delphi Management
Massachusetts
$1.36M +$1.36M +10,145 New
MFG
2242
Monte Financial Group
Connecticut
$1.36M -$4.29K -32 -0.3%
FSG
2243
Financial Strategies Group
Michigan
$1.36M +$3.89K +29 +0.3%
PWM
2244
Prentice Wealth Management
New York
$1.36M +$13.5K +101 +1%
HIIFS
2245
Harel Insurance Investments & Financial Services
Israel
$1.36M -$232K -1,736 -15%
PEA
2246
Park Edge Advisors
Ohio
$1.36M +$1.36M +10,106 New
EA
2247
Eudaimonia Advisors
Tennessee
$1.35M -$6.71K -50 -0.5%
EWM
2248
Executive Wealth Management
Michigan
$1.35M +$1.23M +9,198 +1,050%
BWM
2249
BigSur Wealth Management
Florida
$1.35M -$26.8K -200 -2%
GTAM
2250
Global Trust Asset Management
Florida
$1.35M +$226K +1,688 +20%
88 89
90
91 92