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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 %
TFO
3201
Tarbox Family Office
California
$312K +$312K +2,330 New
IIA
3202
ICW Investment Advisors
Arizona
$311K +$134 +1 +0%
TC
3203
Tacita Capital
Ontario, Canada
$311K – – –
VFP
3204
Verus Financial Partners
Virginia
$310K -$90.7K -648 -23%
FA
3205
Fiducient Advisors
Illinois
$310K +$17.6K +131 +6%
NWA
3206
Navis Wealth Advisors
New York
$309K +$309K +2,303 New
NCMW
3207
Northern Capital Management (Washington)
Washington
$309K – – –
FWM
3208
Forefront Wealth Management
Pennsylvania
$309K +$134 +1 +0%
SCA
3209
St. Clair Advisors
Ohio
$309K +$309K +2,301 New
RWM
3210
Ruedi Wealth Management
Illinois
$305K +$305K +2,278 New
RJTCONH
3211
Raymond James Trust Company of New Hampshire
New Hampshire
$305K +$268 +2 +0.1%
SSW
3212
Smith Shellnut Wilson
Mississippi
$305K – – –
SM
3213
Sensible Money
Arizona
$304K +$304K +2,270 New
HW
3214
Hamilton Wealth
California
$304K +$304K +2,269 New
WQ
3215
Wealth Quarterback
New Jersey
$304K -$10.5K -78 -3%
CNWM
3216
Clay Northam Wealth Management
California
$303K – – –
IVP
3217
Intrinsic Value Partners
Arizona
$303K -$50.3K -375 -14%
HAFS
3218
Hapanowicz & Associates Financial Services
Pennsylvania
$303K -$51.8K -386 -15%
CA
3219
Claris Advisors
Missouri
$302K -$7.78K -58 -3%
JSAM
3220
J. Safra Asset Management
New York
$302K +$271K +2,022 +860%
SFC
3221
SYM Financial Corp
Indiana
$302K +$16.4K +122 +6%
SIC
3222
SJS Investment Consulting
Ohio
$302K -$128K -958 -30%
WFA
3223
Websterrogers Financial Advisors
South Carolina
$302K +$2.28K +17 +0.8%
IAG
3224
Ipsen Advisor Group
Arkansas
$300K +$300K +2,237 New
WFA
3225
WMG Financial Advisors
Tennessee
$300K -$268 -2 -0.1%
127 128
129
130 131