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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 %
GWM
3026
Gitterman Wealth Management
New Jersey
$422K -$3.89K -29 -0.9%
RP
3027
Riverwater Partners
Wisconsin
$422K +$6.3K +47 +2%
JLBC
3028
J.L. Bainbridge & Co
Florida
$420K +$3.09K +23 +0.7%
WPW
3029
Watershed Private Wealth
Illinois
$419K +$419K +3,122 New
AP
3030
Adero Partners
California
$418K +$44.7K +333 +12%
TFA
3031
Teamwork Financial Advisors
Texas
$418K -$927K -6,914 -69%
EA
3032
Emerald Advisors
Washington
$417K -$75.5K -563 -15%
PGWM
3033
Pitti Group Wealth Management
New York
$416K +$25.9K +193 +7%
SWIM
3034
Smallwood Wealth Investment Management
New Jersey
$415K -$48K -358 -10%
ASFA
3035
All Season Financial Advisors
Colorado
$414K -$99.6K -743 -19%
MWP
3036
Meridian Wealth Partners
Pennsylvania
$414K -$6.57K -49 -2%
WAOI
3037
Wealth Advisors of Iowa
Iowa
$414K +$268 +2 +0.1%
AIA
3038
Angeles Investment Advisors
California
$412K +$412K +3,076 New
CCMW
3039
Cypress Capital Management (Wyoming)
Wyoming
$412K – – –
FAG
3040
Financial Advisory Group
Texas
$412K -$113K -840 -21%
WIA
3041
World Investment Advisors
California
$411K +$3.22K +24 +0.8%
HCA
3042
Heck Capital Advisors
Wisconsin
$410K +$5.77K +43 +1%
LWMG
3043
Levy Wealth Management Group
Pennsylvania
$410K -$6.3K -47 -2%
IWA
3044
Inspirion Wealth Advisors
Illinois
$410K -$14.1K -105 -3%
RPG
3045
Resource Planning Group
Georgia
$409K – – –
JF
3046
Jump Financial
Illinois
$408K -$830K -6,187 -67%
KCM
3047
Kathmere Capital Management
Pennsylvania
$408K +$59K +440 +17%
SICM
3048
Sustainable Insight Capital Management
New York
$406K – – –
RF
3049
Resolute Financial
Massachusetts
$405K +$2.28K +17 +0.6%
PRC
3050
Pearl River Capital
Michigan
$405K +$405K +3,020 New
120 121
122
123 124