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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 %
AC
2301
ASB Consultores
Florida
$1.27M +$122K +909 +11%
W
2302
Wealthquest
Ohio
$1.27M -$33.5K -250 -3%
BHIC
2303
Bassett Hargrove Investment Counsel
Delaware
$1.27M -$32.6K -245 -3%
CA
2304
Cambridge Advisors
Nebraska
$1.26M +$17.6K +131 +1%
DI
2305
Disciplined Investments
Oklahoma
$1.26M -$97.9K -730 -7%
GLR
2306
Great Lakes Retirement
Ohio
$1.26M +$1.26M +9,394 New
OPOWM
2307
One Plus One Wealth Management
Florida
$1.26M -$22.1K -165 -2%
Fiera Capital (Canada)
2308
Fiera Capital (Canada)
Quebec, Canada
$1.26M +$49.9K +372 +4%
CA
2309
Calton & Associates
Florida
$1.25M +$392K +2,923 +45%
PCS
2310
Personal CFO Solutions
New Jersey
$1.25M +$97.2K +725 +8%
CSB
2311
City State Bank
Iowa
$1.25M +$15K +112 +1%
LCM
2312
LVM Capital Management
Michigan
$1.25M – – –
AA
2313
ALPS Advisors
Colorado
$1.25M +$29.2K +218 +2%
CRI
2314
Colonial River Investments
Virginia
$1.25M +$61.7K +460 +5%
AWS
2315
Aspen Wealth Strategies
Colorado
$1.25M +$1.25M +9,304 New
GC
2316
Gilbert & Cook
Iowa
$1.25M -$9.52K -71 -0.8%
IF
2317
IRON Financial
Illinois
$1.25M +$367K +2,737 +42%
BSI
2318
Bennett Selby Investments
Maine
$1.24M +$2.55K +19 +0.2%
AFP
2319
Ausdal Financial Partners
Iowa
$1.24M +$16.9K +126 +1%
SSA
2320
South Street Advisors
New York
$1.24M -$86.8K -647 -7%
DMBA
2321
Deseret Mutual Benefit Administrators
Utah
$1.24M -$911K -6,792 -42%
1IA
2322
1620 Investment Advisors
Massachusetts
$1.23M +$27.8K +207 +2%
GPI
2323
General Partner Inc
Pennsylvania
$1.23M +$1.23M +9,186 New
RWP
2324
Revolve Wealth Partners
New Jersey
$1.23M -$183K -1,363 -13%
FP
2325
Financial Perspectives
Minnesota
$1.23M -$25.2K -188 -2%
91 92
93
94 95