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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 %
WWM
2351
Westwood Wealth Management
California
$1.19M -$58.3K -435 -5%
AAM
2352
Ascension Asset Management
New York
$1.19M -$13.4K -100 -1%
CHA
2353
Carmichael Hill & Associates
Maryland
$1.18M -$12.3K -92 -1%
MFP
2354
Meridian Financial Partners
Virginia
$1.18M +$8.76K +65 +0.7%
CWS
2355
Cypress Wealth Services
California
$1.17M +$61.1K +456 +5%
SFWA
2356
Summit Financial Wealth Advisors
Louisiana
$1.17M +$28.6K +213 +2%
ACM
2357
Ayrshire Capital Management
Connecticut
$1.17M +$46.1K +344 +4%
GCM
2358
Galibier Capital Management
Ontario, Canada
$1.17M -$272K -2,025 -19%
FAG
2359
Fortitude Advisory Group
Washington
$1.17M +$131K +979 +13%
SM
2360
Salzhauer Michael
$1.16M – – –
TT
2361
TI-Trust
Illinois
$1.16M +$44.9K +335 +4%
FWA
2362
FSM Wealth Advisors
Ohio
$1.16M -$11.9K -89 -1%
FNBSF
2363
First National Bank Sioux Falls
South Dakota
$1.16M +$181K +1,353 +19%
MAC
2364
Mason & Associates (California)
California
$1.16M +$134 +1 +0%
HCP
2365
Hexagon Capital Partners
Arkansas
$1.15M -$33.4K -249 -3%
DWM
2366
Defined Wealth Management
Oregon
$1.15M – – –
FNBTCON
2367
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M +$9.39K +70 +0.8%
PA
2368
PSI Advisors
Florida
$1.15M +$22.1K +165 +2%
CVM
2369
Cheviot Value Management
California
$1.15M +$5.63K +42 +0.5%
TGAM
2370
TBH Global Asset Management
Tennessee
$1.15M +$22.9K +171 +2%
JWA
2371
JFS Wealth Advisors
Pennsylvania
$1.15M -$66.4K -495 -5%
FCP
2372
Fidelis Capital Partners
Florida
$1.14M +$1.14M +8,330 New
KP
2373
Keel Point
Alabama
$1.14M +$71.9K +536 +7%
CCA
2374
Cora Capital Advisors
New Jersey
$1.14M +$1.14M +8,525 New
Eagle Capital Management (New York)
2375
Eagle Capital Management (New York)
New York
$1.14M -$38.1K -284 -3%
93 94
95
96 97