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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 %
CWP
2801
Curated Wealth Partners
California
$612K +$16.2K +121 +3%
SPI
2802
Sutton Place Investors
New York
$612K +$939 +7 +0.2%
PSCM
2803
Per Stirling Capital Management
Texas
$610K +$610K +4,548 New
MIM
2804
Merrion Investment Management
New Jersey
$609K – – –
SFG
2805
Sovereign Financial Group
Connecticut
$609K +$68.4K +510 +13%
GFPC
2806
Global Financial Private Client
Florida
$608K +$12.3K +92 +2%
ABLA
2807
Alan B. Lancz & Associates
Ohio
$605K – – –
RA
2808
Rational Advisors
New York
$605K -$249K -1,858 -29%
APW
2809
Axim Planning & Wealth
Ohio
$604K +$264K +1,971 +78%
UWPG
2810
Ullmann Wealth Partners Group
Florida
$604K +$35.8K +267 +6%
CWM
2811
Centurion Wealth Management
Virginia
$604K +$604K +4,501 New
MFGP
2812
Marshall Financial Group (Pennsylvania)
Pennsylvania
$603K +$2.28K +17 +0.4%
PWS
2813
Private Wealth Strategies
Ohio
$600K +$30.8K +230 +5%
PCI
2814
Planning Center Inc
Illinois
$599K +$1.88K +14 +0.3%
DI
2815
Diligent Investors
California
$598K +$49.5K +369 +9%
CGH
2816
CMG Global Holdings
Texas
$596K +$35.9K +268 +6%
TSWM
2817
Tyler-Stone Wealth Management
Ohio
$596K +$8.45K +63 +1%
GDP
2818
Great Diamond Partners
Maine
$595K -$61.2K -456 -9%
CFAM
2819
Center For Asset Management
Florida
$595K +$135K +1,004 +29%
OLVIG
2820
Oliver Lagore Vanvalin Investment Group
Michigan
$594K +$3.22K +24 +0.5%
SAA
2821
Southeast Asset Advisors
Georgia
$594K -$66.2K -494 -10%
GA
2822
Geller Advisors
New York
$593K +$50K +373 +9%
BAG
2823
Bridgewealth Advisory Group
California
$593K +$593K +4,424 New
DWP
2824
Destiny Wealth Partners
Florida
$592K +$41.8K +312 +8%
SFG
2825
SNS Financial Group
Minnesota
$590K +$52.4K +391 +10%
111 112
113
114 115