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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 %
KCFA
2651
Key Client Fiduciary Advisors
New Jersey
$778K +$60.7K +453 +8%
OLA
2652
Oliver Luxxe Assets
New Jersey
$777K -$54.3K -405 -7%
IAA
2653
Independent Advisor Alliance
North Carolina
$777K -$82 -19 -0%
BPFA
2654
Barnes Pettey Financial Advisors
Mississippi
$777K +$8.05K +60 +1%
VI
2655
Versor Investments
New York
$776K -$2.56M -19,068 -77%
PAG
2656
Powers Advisory Group
Illinois
$773K +$4.56K +34 +0.6%
SF
2657
SBK Financial
Virginia
$771K – – –
GFWA
2658
Grey Fox Wealth Advisors
Delaware
$769K +$769K +5,734 New
RMCM
2659
Reynders McVeigh Capital Management
Massachusetts
$767K -$60.4K -450 -7%
CP
2660
Covenant Partners
Tennessee
$767K +$216K +1,611 +39%
WC
2661
Westhampton Capital
North Carolina
$767K +$32.2K +240 +4%
EFH
2662
Eaton Financial Holdings
Florida
$765K +$765K +5,706 New
BAM
2663
Bosun Asset Management
Illinois
$764K +$326K +2,434 +75%
WH
2664
Whitcomb & Hess
Ohio
$763K -$5.63K -42 -0.7%
EFM
2665
E Fund Management
China
$762K -$34.9K -260 -4%
SOS
2666
Silver Oak Securities
Tennessee
$762K +$109K +809 +17%
WA
2667
WealthTrust Axiom
Pennsylvania
$761K -$5.23K -39 -0.7%
PWMG
2668
Provence Wealth Management Group
California
$761K +$761K +5,675 New
MFG
2669
Menard Financial Group
Texas
$760K -$210K -1,563 -22%
LC
2670
Lavaca Capital
Texas
$760K +$473K +3,587 +165%
RGC
2671
Roberts, Glore & Co
Illinois
$760K +$217K +1,620 +40%
EW
2672
Element Wealth
Mississippi
$756K -$4.16K -31 -0.5%
MFWP
2673
Mosaic Family Wealth Partners
Missouri
$753K +$753K +5,618 New
SIS
2674
Sound Income Strategies
Florida
$753K +$166K +1,236 +28%
WB
2675
West Bancorporation
Iowa
$752K -$11K -82 -1%
105 106
107
108 109