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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 %
SMWM
2576
Silvia McColl Wealth Management
California
$859K +$859K +6,408 New
P
2577
&Partners
Tennessee
$858K -$12.5K -93 -1%
WDG
2578
Wealth Dimensions Group
Ohio
$857K +$28.6K +213 +3%
KFA
2579
Krane Funds Advisors
New York
$852K +$66.5K +496 +8%
LA
2580
LexAurum Advisors
Kansas
$852K -$11.5K -86 -1%
KCM
2581
KLK Capital Management
California
$852K +$27.5K +205 +3%
BFG
2582
Berger Financial Group
Minnesota
$851K -$10.5K -78 -1%
GIP
2583
Greatmark Investment Partners
Georgia
$851K +$63K +470 +8%
DIP
2584
Davis Investment Partners
North Carolina
$851K +$851K +5,970 New
SFS
2585
Security Financial Services
Indiana
$851K -$3.08K -23 -0.4%
TVAMP
2586
Tennessee Valley Asset Management Partners
Tennessee
$850K +$20.5K +153 +2%
MSWM
2587
McGlone Suttner Wealth Management
Wisconsin
$845K +$845K +6,299 New
FHC
2588
First Heartland Consultants
Missouri
$844K +$185K +1,383 +28%
BWA
2589
Bordeaux Wealth Advisors
California
$843K +$11.1K +83 +1%
EBA
2590
Eagle Bay Advisors
New York
$842K +$40.2K +300 +5%
VCM
2591
Viewpoint Capital Management
Washington
$840K -$122K -911 -13%
WMC
2592
Westwood Management Corporation
Illinois
$839K – – –
TWA
2593
Talisman Wealth Advisors
New Jersey
$839K +$839K +6,256 New
CFG
2594
Cooper Financial Group
California
$839K +$53K +395 +7%
PWAC
2595
Private Wealth Advisors (California)
California
$838K -$18.1K -135 -2%
LAS
2596
LWM Advisory Services
Florida
$837K -$479K -3,567 -36%
SC
2597
Solstein Capital
California
$836K +$134 +1 +0%
RP
2598
Riverbridge Partners
Minnesota
$832K – – –
KIC
2599
Keating Investment Counselors
Florida
$831K – – –
NFP
2600
Narus Financial Partners
Utah
$831K +$30.2K +225 +4%
102 103
104
105 106