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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 %
FAN
3226
Financial Advisors Network
California
$299K +$6.03K +45 +2%
SIAG
3227
Safeguard Investment Advisory Group
California
$299K +$23.8K +177 +9%
GCL
3228
Gouws Capital LLC
North Carolina
$298K – – –
HFS
3229
Heritage Financial Services
Massachusetts
$297K -$13K -97 -4%
LAM
3230
Lakewood Asset Management
Illinois
$297K +$297K +2,214 New
UC
3231
Unio Capital
New Jersey
$297K -$216K -1,613 -42%
AWM
3232
Act Wealth Management
Texas
$296K +$1.07K +8 +0.4%
PAWA
3233
Palo Alto Wealth Advisors
California
$296K +$296K +2,209 New
DP
3234
Denver PWM
Colorado
$296K -$8.05K -60 -3%
T
3235
TNF
Montana
$296K -$4.54K -32 -2%
IWN
3236
Independent Wealth Network
Iowa
$295K -$400K -2,982 -58%
MWM
3237
Madison Wealth Management
Ohio
$295K -$68.1K -508 -19%
ACP
3238
Arcus Capital Partners
Georgia
$295K +$295K +2,202 New
CWM
3239
Campbell Wealth Management
Virginia
$295K +$5.9K +44 +2%
CWMGP
3240
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$295K -$141K -1,055 -32%
SBWIC
3241
Schaper Benz & Wise Investment Counsel
Wisconsin
$295K -$31.5K -235 -10%
GB
3242
Goepper Burkhardt
South Carolina
$294K +$10.2K +76 +4%
CFO
3243
Callan Family Office
Pennsylvania
$294K +$294K +2,194 New
RA
3244
Rise Advisors
New York
$294K +$6.3K +47 +2%
HNWA
3245
Henrickson Nauta Wealth Advisors
Michigan
$293K – – –
RWA
3246
Redmont Wealth Advisors
Illinois
$291K +$17.2K +128 +6%
IWM
3247
Integris Wealth Management
California
$290K +$290K +2,165 New
CCP
3248
Carmel Capital Partners
California
$290K +$31K +231 +12%
AFS
3249
Axiom Financial Strategies
Indiana
$290K -$1.58M -11,807 -85%
RW
3250
RVW Wealth
California
$288K +$288K +2,145 New
128 129
130
131 132