JPM icon

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 %
HPWM
2926
High Pines Wealth Management
Massachusetts
$495K +$402 +3 +0.1%
DW
2927
Domani Wealth
Pennsylvania
$494K +$4.15K +31 +0.8%
HG
2928
Harbor Group
New Hampshire
$494K +$134 +1 +0%
AWAU
2929
Alliance Wealth Advisors (Utah)
Utah
$493K +$493K +3,676 New
DWA
2930
Dougherty Wealth Advisers
Minnesota
$493K – – –
CWM
2931
Cahaba Wealth Management
Georgia
$492K -$12.5K -93 -2%
SFFS
2932
Stonehage Fleming Financial Services
Jersey
$491K -$1M -6,643 -67%
LOIP
2933
Live Oak Investment Partners
Texas
$489K – – –
SPWG
2934
Sage Private Wealth Group
Illinois
$488K -$57.9K -432 -11%
WAM
2935
WNY Asset Management
New York
$487K -$68.7K -512 -12%
SWP
2936
Semus Wealth Partners
Florida
$487K +$487K +3,630 New
CMI
2937
Clare Market Investments
Texas
$487K -$444K -3,307 -48%
HFW
2938
Horizon Family Wealth
Illinois
$485K -$62.6K -467 -11%
PFA
2939
Pure Financial Advisors
California
$485K +$161K +1,203 +50%
AWM
2940
Avondale Wealth Management
Texas
$483K -$134K -1,000 -22%
MF
2941
Montis Financial
Massachusetts
$483K -$3.09K -23 -0.6%
PIA
2942
Powell Investment Advisors
Florida
$482K +$1.61K +12 +0.3%
KC
2943
Kenfarb & Co
Kentucky
$482K -$134K -1,000 -22%
HWM
2944
Horizon Wealth Management
Illinois
$481K -$4.43K -33 -0.9%
IAG
2945
Investment Advisory Group
Massachusetts
$480K +$21.6K +161 +5%
IIM
2946
InTrack Investment Management
Vermont
$479K +$77K +574 +19%
UL
2947
Unionview LLC
Washington
$476K +$22.1K +165 +5%
Fuller & Thaler Asset Management
2948
Fuller & Thaler Asset Management
California
$476K -$278K -2,075 -37%
HS
2949
Horan Securities
United States
$476K +$22.7K +169 +5%
HCM
2950
Hutchinson Capital Management
California
$475K -$219K -1,632 -32%
116 117
118
119 120