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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 %
CWG
3151
Crown Wealth Group
North Carolina
$340K +$10.9K +81 +3%
LIM
3152
Lathrop Investment Management
Arkansas
$339K – – –
WP
3153
Wealthspan Partners
Iowa
$338K +$3.49K +26 +1%
WCWM
3154
Willow Creek Wealth Management
California
$338K -$88.7K -662 -21%
MAM
3155
Morse Asset Management
Connecticut
$338K -$85.1K -634 -20%
SIS
3156
Strategic Investment Solutions
Illinois
$337K +$337K +2,423 New
EW
3157
Enzi Wealth
Texas
$336K – – –
IF
3158
Integrity Financial
Wyoming
$336K -$1.61K -12 -0.5%
PC
3159
Permit Capital
Pennsylvania
$335K – – –
ACM
3160
Alethea Capital Management
Washington
$335K – – –
SC
3161
Schoolcraft Capital
Colorado
$335K +$335K +2,499 New
HWP
3162
Heritage Wealth Partners
Ohio
$335K +$335K +2,480 New
JCM
3163
Jag Capital Management
Missouri
$334K -$19.4K -145 -5%
LFS
3164
Legacy Financial Strategies
Kansas
$334K +$49.3K +368 +17%
FWMM
3165
Foundation Wealth Management (Missouri)
Missouri
$334K +$334K +2,489 New
HCP
3166
Holt Capital Partners
Texas
$334K – – –
CF
3167
Clarity Financial
Texas
$332K +$332K +2,474 New
NAG
3168
Northstar Advisory Group
New Jersey
$331K +$331K +2,472 New
CCA
3169
Conestoga Capital Advisors
Pennsylvania
$331K +$53.6K +400 +19%
AL
3170
Arnhold LLC
New York
$329K – – –
CCA
3171
Covey Capital Advisors
Georgia
$329K – – –
MAP
3172
Milestone Advisory Partners
North Carolina
$328K – – –
WA
3173
Wealth Advisors
California
$326K – – –
IFA
3174
Index Fund Advisors
California
$325K -$257K -1,913 -44%
MAM
3175
Marotta Asset Management
Virginia
$325K -$19.2K -143 -6%
125 126
127
128 129