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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 %
CL
2676
COWA LLC
Oklahoma
$752K – – –
JC
2677
Jacobs & Co
California
$752K +$372K +2,773 +98%
PWM
2678
PBMares Wealth Management
Virginia
$752K -$186K -1,390 -20%
5SA
2679
5th Street Advisors
Connecticut
$750K +$5.77K +43 +0.8%
SAM
2680
Summit Asset Management
Tennessee
$749K +$30.8K +230 +4%
TWM
2681
Thrive Wealth Management
Pennsylvania
$748K -$32.5K -242 -4%
MWP
2682
Moller Wealth Partners
$748K – – –
BWA
2683
Burt Wealth Advisors
Maryland
$747K +$15.3K +114 +2%
PGA
2684
Portland Global Advisors
Maine
$747K – – –
FFA
2685
Farther Finance Advisors
California
$747K +$747K +5,570 New
GPWA
2686
Great Point Wealth Advisors
Massachusetts
$744K -$13.4K -100 -2%
AFO
2687
Allie Family Office
Florida
$743K – – –
FW
2688
FirstPurpose Wealth
Utah
$743K -$17.4K -130 -2%
BOM
2689
Bank of Marin
California
$743K -$108K -803 -13%
PFT
2690
Providence First Trust
Arizona
$743K +$743K +5,537 New
VWM
2691
Vigilare Wealth Management
Arizona
$742K +$2.01K +15 +0.3%
BAM
2692
Bellevue Asset Management
Washington
$742K -$9.59K -72 -1%
SEP
2693
Southland Equity Partners
Missouri
$741K +$113K +841 +18%
SFP
2694
Sandbox Financial Partners
Maryland
$740K +$4.43K +33 +0.6%
HAS
2695
HBW Advisory Services
California
$740K +$52.6K +392 +8%
FPGK
2696
Financial Partners Group (Kansas)
Kansas
$740K +$29.9K +210 +4%
WIC
2697
Wilkins Investment Counsel
Massachusetts
$737K – – –
BWM
2698
Birchcreek Wealth Management
Ohio
$737K +$17.4K +130 +2%
FCIM
2699
Fairview Capital Investment Management
California
$736K -$52K -388 -7%
RCM
2700
Requisite Capital Management
Texas
$735K +$68.4K +510 +10%
106 107
108
109 110