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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 %
AGAM
2551
Audent Global Asset Management
California
$889K -$1.78M -13,243 -67%
LAM
2552
L2 Asset Management
Massachusetts
$888K +$102K +762 +13%
HC
2553
Hamilton Capital
Ohio
$887K +$421K +3,138 +90%
RB
2554
Rodgers Brothers
Pennsylvania
$886K – – –
NFA
2555
Northern Financial Advisors
Michigan
$884K +$884K +7,101 New
CA
2556
CapWealth Advisors
Tennessee
$883K +$30.2K +225 +4%
GAM
2557
Gould Asset Management
California
$882K +$10.1K +75 +1%
AWM
2558
AllSquare Wealth Management
New York
$880K – – –
CFA
2559
Cahill Financial Advisors
Minnesota
$876K +$149K +1,109 +20%
PVH
2560
Psagot Value Holdings
Israel
$876K -$1.02M -7,595 -54%
PC
2561
Port Capital
Illinois
$875K -$91.1K -679 -9%
RL
2562
RPO LLC
Connecticut
$874K -$5.56M -41,487 -86%
WWM
2563
Wagner Wealth Management
South Carolina
$874K +$2.95K +22 +0.3%
LA
2564
Latitude Advisors
Florida
$873K -$13.9K -104 -2%
IAM
2565
Innovis Asset Management
Illinois
$873K +$873K +6,511 New
WAG
2566
Wallace Advisory Group
California
$872K +$872K +6,499 New
HAG
2567
HF Advisory Group
Maryland
$870K +$870K +6,484 New
MAM
2568
McLean Asset Management
Virginia
$868K +$31.8K +237 +4%
GWM
2569
Gray Wealth Management
Maine
$867K +$56.9K +424 +7%
NJBEST
2570
New Jersey Better Educational Savings Trust
New Jersey
$866K – – –
FI
2571
Financial Insights
Washington
$866K +$219K +1,636 +34%
SCM
2572
Sterneck Capital Management
Missouri
$863K +$134 +1 +0%
SFS
2573
Stiles Financial Services
Minnesota
$863K -$21.2K -158 -2%
CWA
2574
Consilium Wealth Advisory
Texas
$860K +$18K +134 +2%
KWM
2575
Kolinsky Wealth Management
New Jersey
$860K +$15.6K +116 +2%
101 102
103
104 105