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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 %
AWM
3001
Atticus Wealth Management
Florida
$439K -$13.5K -101 -3%
PI
3002
Parkside Investments
Illinois
$438K +$1.74K +13 +0.4%
CI
3003
Cavalier Investments
Georgia
$437K -$21.5K -160 -5%
RC
3004
Rovin Capital
Arizona
$437K -$3.22K -24 -0.7%
LFG
3005
Lockerman Financial Group
California
$436K +$17.8K +133 +4%
CQS
3006
Credential Qtrade Securities
$436K -$1.19M -8,879 -73%
SHFP
3007
Second Half Financial Partners
Florida
$435K -$19.3K -138 -4%
BSSFA
3008
Baron Silver Stevens Financial Advisors
Florida
$435K +$7.38K +55 +2%
SCM
3009
Stonehearth Capital Management
Massachusetts
$434K – – –
DAM
3010
Deltec Asset Management
New York
$432K – – –
GAM
3011
Gemmer Asset Management
California
$432K -$2.41K -18 -0.6%
WFM
3012
Wolff Financial Management
Michigan
$431K -$2.28K -17 -0.5%
MWPCG
3013
Measured Wealth Private Client Group
New Hampshire
$430K -$10.9K -81 -2%
MAG
3014
Mayfair Advisory Group
Alabama
$430K -$22.5K -164 -5%
CSWM
3015
Cassady Schiller Wealth Management
Ohio
$429K -$26.4K -197 -6%
EA
3016
Ellsworth Advisors
Ohio
$429K +$99.4K +728 +30%
CCB
3017
Cutter & Co Brokerage
Missouri
$428K -$22.1K -165 -5%
MIAS
3018
Mason Investment Advisory Services
Virginia
$426K +$101K +750 +31%
SAS
3019
Sanford Advisory Services
Michigan
$426K +$9.79K +73 +2%
MWM
3020
Mascoma Wealth Management
New Hampshire
$426K -$12.1K -90 -3%
AGA
3021
Arkos Global Advisors
Texas
$425K +$87.9K +656 +26%
DWA
3022
Delap Wealth Advisory
Oregon
$425K +$425K +3,169 New
SFS
3023
Solitude Financial Services
Virginia
$424K -$9.79K -73 -2%
B
3024
Barings
North Carolina
$424K +$38.6K +288 +10%
SPWG
3025
Syntegra Private Wealth Group
Missouri
$422K +$422K +3,149 New
119 120
121
122 123