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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 %
THWM
2776
Taylor Hoffman Wealth Management
Virginia
$650K -$457K -3,410 -41%
RWM
2777
Reston Wealth Management
Virginia
$650K +$2.82K +21 +0.4%
AWAP
2778
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$648K -$45.3K -338 -7%
CAM
2779
Campion Asset Management
Virginia
$647K -$42K -313 -6%
MWM
2780
Maltin Wealth Management
New Jersey
$646K -$61.3K -457 -9%
FCA
2781
Fortis Capital Advisors
Kansas
$645K +$645K +4,809 New
SWM
2782
Selective Wealth Management
Virginia
$643K -$278K -2,060 -30%
LGA
2783
Lebenthal Global Advisors
New York
$643K +$86.8K +647 +16%
TFA
2784
Tranquilli Financial Advisor
New Jersey
$640K +$83.3K +621 +15%
CA
2785
Crumly & Associates
Illinois
$640K -$178K -1,326 -22%
LDFR
2786
Lehman & Derafelo Financial Resources
Pennsylvania
$639K +$296K +2,209 +86%
CCT
2787
Capital City Trust
Florida
$638K +$50.4K +376 +9%
FFM
2788
Flagstone Financial Management
Nebraska
$637K +$637K +4,752 New
LI
2789
LVZ Inc
Michigan
$636K +$10.7K +80 +2%
GG
2790
GenWealth Group
New Jersey
$634K – – –
AFG
2791
Arkansas Financial Group
Arkansas
$632K -$20.5K -153 -3%
DAM
2792
Diamant Asset Management
Connecticut
$626K – – –
MWM
2793
MinichMacGregor Wealth Management
New York
$626K +$158K +1,180 +34%
APA
2794
Astoria Portfolio Advisors
New York
$624K -$239K -1,770 -28%
NFG
2795
Nadler Financial Group
Illinois
$621K -$64.5K -481 -9%
I2I
2796
Insight 2811 Inc
Illinois
$621K +$211K +1,575 +52%
TWM
2797
TriaGen Wealth Management
California
$617K +$5.77K +43 +0.9%
Cohen & Steers
2798
Cohen & Steers
New York
$616K – – –
RHDIC
2799
R.H. Dinel Investment Counsel
California
$616K – – –
SRAM
2800
Spouting Rock Asset Management
Pennsylvania
$615K +$615K +4,588 New
110 111
112
113 114