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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 %
KA
2276
Kozak & Associates
Colorado
$1.3M +$185K +1,379 +17%
BWM
2277
Baystate Wealth Management
Massachusetts
$1.3M +$99.5K +742 +8%
WPA
2278
West Paces Advisors
Georgia
$1.3M -$172K -1,279 -12%
RWA
2279
Redhawk Wealth Advisors
Minnesota
$1.29M +$69.7K +520 +6%
AIA
2280
Alera Investment Advisors
Illinois
$1.29M -$56.3K -420 -4%
CFS
2281
CRA Financial Services
New Jersey
$1.29M +$23.5K +175 +2%
KFA
2282
Kapstone Financial Advisors
Ohio
$1.29M +$1.29M +9,260 New
CIS
2283
Connors Investor Services
Pennsylvania
$1.28M -$14.8K -110 -1%
PC
2284
PhiloSmith Capital
Connecticut
$1.28M – – –
BWM
2285
Bulltick Wealth Management
Florida
$1.28M -$2.03M -15,164 -61%
TWM
2286
Tradition Wealth Management
Minnesota
$1.28M -$12.6K -94 -1%
FIM
2287
Freedom Investment Management
Connecticut
$1.28M -$35K -261 -3%
PPP
2288
Private Portfolio Partners
New Jersey
$1.28M -$253K -1,884 -17%
AFG
2289
Alterity Financial Group
Maine
$1.28M -$44.1K -329 -3%
ARMT
2290
Amica Retiree Medical Trust
Rhode Island
$1.28M -$410K -3,056 -24%
RWP
2291
Ridgecrest Wealth Partners
California
$1.27M +$7.78K +58 +0.6%
TCPWM
2292
Traverso Chambers Private Wealth Management
California
$1.27M -$3.89K -29 -0.3%
QFA
2293
Quattro Financial Advisors
Texas
$1.27M +$254K +1,893 +25%
MCM
2294
Mendel Capital Management
Arkansas
$1.27M +$21.9K +163 +2%
HTHT
2295
Hemenway Trust Hemenway Trust
New Hampshire
$1.27M -$4.69K -35 -0.4%
SRC
2296
Sage Rhino Capital
California
$1.27M +$10.5K +78 +0.8%
SCP
2297
Syntal Capital Partners
Texas
$1.27M +$15.7K +117 +1%
MCM
2298
Morton Capital Management
California
$1.27M -$39.7K -296 -3%
PIA
2299
Perennial Investment Advisors
California
$1.27M +$47.2K +352 +4%
CBT
2300
Central Bank & Trust
Kentucky
$1.27M +$88.1K +657 +7%
90 91
92
93 94