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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 %
CFP
2326
Catalyst Financial Partners
Massachusetts
$1.23M +$1.23M +9,151 New
WP
2327
Westmount Partners
California
$1.23M +$1.23M +9,143 New
QC
2328
Quent Capital
New York
$1.23M +$238K +1,774 +24%
SPP
2329
Single Point Partners
Massachusetts
$1.23M +$105K +786 +9%
WA
2330
WESPAC Advisors
California
$1.22M +$11.3K +84 +0.9%
KCM
2331
KRS Capital Management
Michigan
$1.22M -$6.3K -47 -0.5%
CIA
2332
Citadel Investment Advisory
Ohio
$1.22M -$13.4K -100 -1%
D
2333
Diversified
Delaware
$1.22M +$236K +1,760 +24%
CI
2334
CAZ Investments
Texas
$1.22M – – –
WMA
2335
Wealth Management Associates
New Jersey
$1.22M +$142K +1,057 +13%
ZF
2336
Zhang Financial
Michigan
$1.22M +$759K +5,657 +166%
HR
2337
Hardy Reed
Mississippi
$1.21M -$3.35K -25 -0.3%
PWM
2338
Paulson Wealth Management
Illinois
$1.21M +$38K +283 +3%
IC
2339
Inscription Capital
Texas
$1.21M -$83.8K -625 -6%
MUAMU
2340
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.21M – – –
WFI
2341
West Family Investments
California
$1.21M +$8.58K +64 +0.7%
CCA
2342
Column Capital Advisors
Indiana
$1.2M +$30K +224 +3%
RRA
2343
Round Rock Advisors
Connecticut
$1.2M -$939 -7 -0.1%
CFO
2344
CVA Family Office
Colorado
$1.2M +$32.7K +244 +3%
HI
2345
Hendershot Investments
Virginia
$1.2M +$6.97K +52 +0.6%
RFG
2346
RFP Financial Group
Georgia
$1.2M +$1.2M +8,925 New
BCM
2347
Brooktree Capital Management
Michigan
$1.2M -$265K -1,976 -18%
SC
2348
Steph & Co
Wisconsin
$1.2M +$31.2K +233 +3%
CAL
2349
Capital Advisors Ltd
Ohio
$1.19M +$1.99K +17 +0.2%
NL
2350
Navalign LLC
California
$1.19M +$8.18K +61 +0.7%
92 93
94
95 96