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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 %
ISWM
2726
Independent Solutions Wealth Management
New York
$700K +$58.7K +438 +9%
HI
2727
Humankind Investments
New York
$699K -$85.6K -638 -11%
BC
2728
Belmont Capital
California
$698K – – –
DIA
2729
Davidson Investment Advisors
Montana
$696K -$351K -2,618 -34%
TIM
2730
Tortoise Investment Management
New York
$696K +$134 +1 +0%
IHL
2731
Investment House LLC
California
$695K +$2.01K +15 +0.3%
Harris Associates
2732
Harris Associates
Illinois
$694K – – –
WRPWM
2733
Werba Rubin Papier Wealth Management
California
$693K +$693K +5,170 New
FC
2734
Financial Consulate
Maryland
$693K -$40.2K -300 -5%
BRG
2735
Bay Rivers Group
Virginia
$692K +$48.3K +360 +7%
STAS
2736
Strong Tower Advisory Services
Minnesota
$691K +$4.83K +36 +0.7%
CP
2737
Castleview Partners
Texas
$688K -$402 -3 -0.1%
SFP
2738
Sweet Financial Partners
Minnesota
$688K +$102K +764 +17%
CHP
2739
Cable Hill Partners
Oregon
$688K -$147K -1,099 -18%
FFWM
2740
Future Financial Wealth Management
Ohio
$686K +$6.04K +45 +0.9%
NERM
2741
New England Research & Management
Illinois
$684K -$367K -2,737 -35%
HA
2742
Hofer & Associates
California
$683K +$28.3K +211 +4%
ARC
2743
Advisor Resource Council
Texas
$682K +$62.2K +464 +10%
SLWA
2744
San Luis Wealth Advisors
California
$682K -$462K -3,443 -40%
KIA
2745
KLR Investment Advisors
Rhode Island
$682K +$682K +5,084 New
SEIA
2746
Signature Estate & Investment Advisors
California
$677K -$84.1K -627 -11%
CFO
2747
Collective Family Office
Pennsylvania
$676K -$50K -373 -7%
FG
2748
Foster Group
Iowa
$676K +$81.3K +606 +14%
ACM
2749
AUA Capital Management
Pennsylvania
$676K – – –
IA
2750
Insight Advisors
Pennsylvania
$676K -$10.5K -78 -2%
108 109
110
111 112