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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 %
GFG
2601
Greystone Financial Group
Michigan
$827K -$28.2K -210 -3%
HWP
2602
Highline Wealth Partners
California
$826K – – –
PFC
2603
Phocas Financial Corp
California
$826K -$291K -2,170 -26%
OWA
2604
One Wealth Advisors
California
$824K -$196K -1,458 -19%
BC
2605
Barrett & Company
Rhode Island
$822K – – –
TA
2606
TCM Advisors
West Virginia
$818K -$637K – –
SWM
2607
Shakespeare Wealth Management
Wisconsin
$817K -$215K -1,601 -21%
BAM
2608
Beaumont Asset Management
Texas
$816K +$11.1K +83 +1%
Financial Engines Advisors
2609
Financial Engines Advisors
California
$816K +$343K +2,554 +72%
SFM
2610
Systematic Financial Management
New Jersey
$815K – – –
AFA
2611
Abacus FCF Advisors
Florida
$813K -$1.12M -8,372 -58%
MHR
2612
Matthew Hamilton Rosenberg
$813K -$6.97K -52 -0.9%
RCA
2613
Reitz Capital Advisors
Michigan
$813K +$1.34K +10 +0.2%
ACA
2614
Atlas Capital Advisors
Wyoming
$812K – – –
FPWM
2615
FSB Premier Wealth Management
Iowa
$811K +$50.6K +377 +7%
Wealth Enhancement Advisory Services
2616
Wealth Enhancement Advisory Services
Minnesota
$807K -$6.8M -48,888 -89%
GCS
2617
Gordian Capital (Singapore)
Singapore
$807K -$1.21K -9 -0.1%
TLP
2618
Trinity Legacy Partners
Texas
$806K -$28.8K -215 -3%
LPAM
2619
Lodestar Private Asset Management
California
$806K +$806K +6,012 New
DEM
2620
Disciplined Equity Management
Florida
$806K – – –
PFA
2621
Pathway Financial Advisors
Vermont
$806K -$31.9K -238 -4%
AFT
2622
Alpha Family Trust
California
$806K +$806K +6,010 New
BFA
2623
BMS Financial Advisors
South Dakota
$805K -$1.21K -9 -0.1%
BCM
2624
Brown Capital Management
Maryland
$803K -$28.6K -213 -3%
CA
2625
Crewe Advisors
Utah
$802K -$216K -1,614 -21%
103 104
105
106 107