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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 %
BIG
3176
Builder Investment Group
Georgia
$325K +$325K +2,420 New
KC
3177
Kinloch Capital
Virginia
$323K – – –
AWM
3178
Align Wealth Management
Oklahoma
$323K +$323K +3,090 New
EWA
3179
Encompass Wealth Advisors
Oregon
$322K +$1.48K +11 +0.5%
GAMC
3180
Garner Asset Management Corp
Texas
$322K +$402 +3 +0.1%
BBWP
3181
Beacon Bridge Wealth Partners
Pennsylvania
$321K +$321K +2,396 New
STB
3182
S&T Bank
Pennsylvania
$321K -$34.6K -258 -10%
WF
3183
Whelan Financial
California
$320K +$536 +4 +0.2%
CCM
3184
Copeland Capital Management
Pennsylvania
$320K -$178K -1,327 -36%
B
3185
Bridgeworth
Alabama
$320K -$13.4K -100 -4%
KFS
3186
Kaizen Financial Strategies
California
$320K +$320K +2,234 New
SAM
3187
SP Asset Management
California
$319K +$18K +134 +6%
BFS
3188
Bickling Financial Services
Massachusetts
$319K +$1.48K +11 +0.5%
LSA
3189
Lansing Street Advisors
Pennsylvania
$318K -$77.4K -577 -20%
SNBOSCI
3190
Security National Bank of Sioux City Iowa
Iowa
$318K – – –
CPW
3191
Catalyst Private Wealth
California
$318K +$318K +2,371 New
MAM
3192
Milestone Asset Management
Pennsylvania
$318K +$318K +2,315 New
SWG
3193
Summit Wealth Group
Vermont
$317K +$8.98K +67 +3%
BFAG
3194
Blackston Financial Advisory Group
Florida
$317K +$9.66K +72 +3%
CYG
3195
Clean Yield Group
Vermont
$317K +$86.4K +644 +38%
WFO
3196
Wealthgate Family Office
Colorado
$316K – – –
PS
3197
Planned Solutions
California
$316K +$20.9K +156 +7%
TC
3198
Truvestments Capital
Florida
$316K +$2.28K +17 +0.7%
MS
3199
Mizuho Securities
Japan
$315K -$154K -1,149 -33%
TC
3200
TAGStone Capital
North Carolina
$314K +$314K +2,345 New
126 127
128
129 130