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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 %
PA
2526
Probity Advisors
Texas
$927K – – –
CCG
2527
Coastwise Capital Group
California
$925K +$925K +6,900 New
UM
2528
Ulysses Management
New York
$925K -$416K -3,100 -31%
HGERS
2529
Householder Group Estate & Retirement Specialist
Arizona
$924K -$2.82K -21 -0.3%
CIA
2530
Cladis Investment Advisory
Montana
$922K +$4.83K +36 +0.5%
BWP
2531
Balboa Wealth Partners
Arizona
$921K -$84.6K -631 -8%
CPA
2532
Capital Planning Advisors
California
$921K -$1.74M -12,961 -65%
GWS
2533
Glassman Wealth Services
Virginia
$920K +$99.1K +739 +12%
WWC
2534
Waypoint Wealth Counsel
Georgia
$920K +$920K +6,864 New
TAIM
2535
TD Ameritrade Investment Management
Nebraska
$920K -$275K -2,049 -23%
V
2536
ViaWealth
Kansas
$920K +$920K +6,695 New
NCM
2537
Northside Capital Management
Oregon
$919K +$17K +127 +2%
ETH
2538
Exos TFP Holdings
New York
$917K +$558K +4,159 +155%
PVM
2539
Palogic Value Management
Texas
$915K +$915K +6,824 New
ACM
2540
AlphaStar Capital Management
North Carolina
$913K -$30.7K -232 -3%
WC
2541
Winmill & Co
New York
$912K – – –
GIM
2542
Greylin Investment Management
Virginia
$912K – – –
PIC
2543
Portland Investment Counsel
Ontario, Canada
$909K – – –
LJHT
2544
Laurie J. Hall Trustee
$907K -$20.1K -150 -2%
RWPA
2545
Richard W. Paul & Associates
Michigan
$907K +$907K +6,760 New
SHFA
2546
SC&H Financial Advisors
Maryland
$906K -$18K -134 -2%
WCA
2547
Waypoint Capital Advisors
Minnesota
$894K +$51.1K +381 +6%
RW
2548
REDW Wealth
New Mexico
$894K +$10.6K +79 +1%
FC
2549
Financial Council
Maryland
$893K – – –
RPWA
2550
Regent Peak Wealth Advisors
Georgia
$890K +$70.4K +525 +9%
100 101
102
103 104