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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 %
DWM
3126
Darwin Wealth Management
Florida
$352K -$8.15K -57 -2%
NC
3127
NBW Capital
Massachusetts
$352K +$2.68K +20 +0.8%
KIA
3128
Kraematon Investment Advisors
Massachusetts
$350K +$2.55K +19 +0.7%
PPWM
3129
PFG Private Wealth Management
Florida
$350K +$2.68K +20 +0.8%
SAM
3130
Synergy Asset Management
Washington
$350K -$3.98M -29,685 -92%
UCB
3131
United Community Bank
South Carolina
$350K +$2.01K +15 +0.6%
MA
3132
MKT Advisors
California
$349K +$20.7K +148 +6%
ICM
3133
Intrepid Capital Management
Florida
$349K +$38.1K +284 +12%
NPPM
3134
North Point Portfolio Managers
Ohio
$349K -$42.8K -319 -11%
HGWM
3135
Horst & Graben Wealth Management
Oregon
$347K +$2.68K +20 +0.8%
SDH
3136
Sloy Dahl & Holst
Washington
$346K -$53.2K -397 -13%
AIA
3137
Arbor Investment Advisors
North Carolina
$346K – – –
PWM
3138
PRW Wealth Management
Massachusetts
$346K – – –
WFA
3139
Wellspring Financial Advisors
Ohio
$345K +$345K +2,573 New
CW
3140
Cook Wealth
North Carolina
$345K – – –
W
3141
WealthOne
New York
$344K -$6.71K -50 -2%
DA
3142
Detalus Advisors
Missouri
$343K +$13.3K +99 +4%
WMS
3143
Wealth Management Solutions
Pennsylvania
$343K +$343K +2,557 New
AR
3144
Apeiron RIA
Texas
$343K +$1.21K +9 +0.4%
HKAM
3145
Horizon Kinetics Asset Management
New York
$342K – – –
TFGT
3146
TS Financial Group (TSFG)
Illinois
$342K +$134 +1 +0%
LFM
3147
LGT Fund Management
Liechtenstein
$342K – – –
AMR
3148
Asset Management Resources
Massachusetts
$341K +$134 +1 +0%
FSCM
3149
Front Street Capital Management
Montana
$341K -$1.54M -11,493 -82%
AWS
3150
Arkfeld Wealth Strategies
Nebraska
$340K +$23.7K +171 +7%
124 125
126
127 128