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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 %
WW
2901
Westshore Wealth
California
$516K +$134 +1 +0%
TF
2902
Trek Financial
Arizona
$516K +$30K +224 +6%
GC
2903
Garde Capital
Washington
$515K -$221K -1,646 -30%
VanEck Associates
2904
VanEck Associates
New York
$514K -$198K -1,476 -28%
LCM
2905
LCM Capital Management
Illinois
$513K – – –
YWS
2906
Yarger Wealth Strategies
Ohio
$512K +$3.49K +26 +0.7%
WF
2907
Wayfinding Financial
Washington
$512K -$126K -871 -20%
AWM
2908
Aprio Wealth Management
Georgia
$512K -$202K -1,509 -28%
NED
2909
Nancy E. Dempze
$511K +$10.1K +75 +2%
SAS
2910
Stelac Advisory Services
New York
$508K -$108K -808 -18%
MWM
2911
Merriman Wealth Management
Washington
$508K -$11.7K -87 -2%
RIM
2912
Redwood Investment Management
Arizona
$507K -$334K -2,486 -40%
WAM
2913
Wallington Asset Management
Indiana
$507K +$507K +3,784 New
RBCM
2914
Raub Brock Capital Management
California
$507K – – –
THL
2915
Tillman Hartley LLC
Colorado
$507K +$507K +3,779 New
CWA
2916
CM Wealth Advisors
Ohio
$505K – – –
TA
2917
TrueWealth Advisors
Alabama
$504K +$36.6K +273 +8%
PCA
2918
Prosperity Capital Advisors
Ohio
$503K +$503K +3,754 New
GHA
2919
Granite Harbor Advisors
Texas
$502K +$502K +3,743 New
IWA
2920
IVC Wealth Advisors
Pennsylvania
$501K +$13K +97 +3%
SPI
2921
Santori & Peters Inc
Pennsylvania
$501K -$42.8K -319 -8%
MCM
2922
Marathon Capital Management
Maryland
$499K -$38.8K -289 -7%
HC
2923
Hourglass Capital
Texas
$498K – – –
KBFS
2924
Kohmann Bosshard Financial Services
Ohio
$495K +$26.8K +200 +6%
LFA
2925
LGT Financial Advisors
Texas
$495K +$495K +3,689 New
115 116
117
118 119