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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 %
CPA
2426
Cardiff Park Advisors
California
$1.07M -$15.2K -113 -1%
PG
2427
Prostatis Group
Maryland
$1.07M +$774K +5,775 +263%
XT
2428
XTX Topco
Cayman Islands
$1.07M +$1.07M +7,957 New
FBB
2429
Fulton Breakefield Broenniman
Maryland
$1.07M +$367K +2,740 +53%
TBC
2430
Ted Buchan & Co
California
$1.06M +$1.06M +7,939 New
PK
2431
Pflug Koory
Nebraska
$1.06M – – –
AC
2432
Apella Capital
Connecticut
$1.06M +$64.8K +483 +6%
AWA
2433
Alta Wealth Advisors
Massachusetts
$1.06M +$21.2K +158 +2%
GPA
2434
Garrison Point Advisors
California
$1.06M – – –
NWM
2435
Northwest Wealth Management
Iowa
$1.06M -$46.9K -350 -4%
AIM
2436
Alhambra Investment Management
Florida
$1.06M +$9.39K +70 +0.9%
MTC
2437
Matrix Trust Company
Colorado
$1.05M +$258K +1,925 +32%
QPW
2438
Quantum Private Wealth
Florida
$1.05M +$4.29K +32 +0.4%
HP
2439
Hyperion Partners
Pennsylvania
$1.05M +$1.05M +7,833 New
BIA
2440
Benchmark Investment Advisors
Illinois
$1.05M -$39.6K -295 -4%
LNWTC
2441
Laird Norton Wetherby Trust Company
Washington
$1.05M +$1.05M +7,807 New
WW
2442
Waterfront Wealth
Kansas
$1.05M -$19.5K -139 -2%
MAG
2443
MRA Advisory Group
New Jersey
$1.05M +$221K +1,648 +27%
SIG
2444
Spinnaker Investment Group
California
$1.04M +$23.2K +173 +2%
QWM
2445
QP Wealth Management
New Jersey
$1.04M -$46.4K -346 -4%
RVPG
2446
Relative Value Partners Group
$1.04M +$296K +2,211 +40%
LA
2447
Legacy Advisors
Pennsylvania
$1.04M +$235K +1,749 +29%
HHGA
2448
Halbert Hargrove Global Advisors
California
$1.04M -$38.9K -290 -4%
EM
2449
ELCO Management
New York
$1.04M -$62.8K -468 -6%
SAM
2450
SignalPoint Asset Management
Missouri
$1.04M -$23.7K -177 -2%
96 97
98
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