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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 %
CI
3251
Carroll Investors
South Carolina
$288K – – –
C
3252
Covestor
United Kingdom
$287K -$3.48K -26 -1%
HFM
3253
Harvest Fund Management
China
$287K +$272K +2,026 +1,809%
LFA
3254
Level Financial Advisors
New York
$286K -$3.09K -23 -1%
AW
3255
Avion Wealth
Texas
$286K – – –
IPW
3256
IronBridge Private Wealth
Texas
$285K -$1.09M -8,120 -79%
BWCS
3257
Beirne Wealth Consulting Services
Connecticut
$285K -$4.56K -34 -2%
ZIMP
3258
Zimmermann Investment Management & Planning
Pennsylvania
$284K +$23.1K +172 +9%
HWMA
3259
Heritage Wealth Management (Arizona)
Arizona
$282K +$168K +1,252 +147%
AFIA
3260
America First Investment Advisors
Nebraska
$282K – – –
FC
3261
FCA Corp
Texas
$282K – – –
CFG
3262
Compton Financial Group
Maryland
$281K – – –
BBPWM
3263
Blue Bell Private Wealth Management
Pennsylvania
$281K -$19.4K -145 -6%
GCM
3264
G2 Capital Management
Ohio
$280K +$134 +1 +0%
CWM
3265
CCG Wealth Management
California
$279K +$279K +2,083 New
HI
3266
Harper Investing
California
$279K -$358K -2,669 -56%
FF
3267
Fluent Financial
Texas
$278K -$5.86M -43,679 -95%
RI
3268
Ridgewood Investments
New Jersey
$278K -$19.6K -146 -7%
SC
3269
Sepio Capital
Utah
$278K +$278K +2,071 New
MSWMA
3270
Market Street Wealth Management Advisors
Indiana
$277K – – –
BBA
3271
Braun-Bostich & Associates
Pennsylvania
$276K +$276K +2,060 New
RHJA
3272
Rice Hall James & Associates
California
$276K – – –
NF
3273
Norwood Financial
Pennsylvania
$276K – – –
NC
3274
NovaPoint Capital
Georgia
$276K -$12.1K -90 -4%
OPPS
3275
Obsidian Personal Planning Solutions
Maryland
$275K +$275K +2,054 New
129 130
131
132 133