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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 %
HWA
3301
Hilltop Wealth Advisors
North Carolina
$260K – – –
AWM
3302
Adams Wealth Management
Utah
$259K +$134 +1 +0.1%
LIA
3303
Luken Investment Analytics
Tennessee
$259K +$259K +1,932 New
VBFG
3304
Vishria Bird Financial Group
Tennessee
$258K – – –
BHWM
3305
Beaird Harris Wealth Management
Texas
$258K +$49.8K +371 +24%
SHWM
3306
Smith & Howard Wealth Management
Georgia
$257K -$16.8K -125 -6%
ECAM
3307
East Coast Asset Management
Massachusetts
$256K +$256K +1,911 New
TAM
3308
Tucker Asset Management
Colorado
$256K +$58.2K +437 +29%
RWMG
3309
Redwood Wealth Management Group
New Jersey
$256K +$256K +1,907 New
BFWA
3310
Benchmark Financial Wealth Advisors
Florida
$255K -$18.1K -135 -7%
VC
3311
Veery Capital
Delaware
$255K +$255K +1,902 New
ORI
3312
Oak Ridge Investments
Illinois
$255K +$255K +1,898 New
BCM
3313
Brainard Capital Management
Texas
$254K +$254K +1,897 New
DFA
3314
DHJJ Financial Advisors
Illinois
$254K +$254K +1,895 New
NWA
3315
New World Advisors
Massachusetts
$254K +$254K +1,893 New
AFWM
3316
AMJ Financial Wealth Management
Virginia
$253K +$253K +1,887 New
AAM
3317
Ameraudi Asset Management
New York
$253K +$253K +1,884 New
LODC
3318
Lanham O'Dell & Company
West Virginia
$252K -$214K -1,597 -46%
F
3319
Fithian
New York
$252K +$252K +1,882 New
BFS
3320
Baskin Financial Services
Ontario, Canada
$251K -$49K -365 -16%
HB
3321
Horizon Bancorp
Indiana
$251K +$251K +1,870 New
CIM
3322
Confluence Investment Management
Missouri
$251K +$251K +1,872 New
WFAG
3323
Wescott Financial Advisory Group
Pennsylvania
$248K +$248K +1,850 New
OFS
3324
OneAscent Financial Services
Alabama
$248K -$358K -2,670 -59%
VW
3325
Vance Wealth
California
$248K -$16.1K -120 -6%
131 132
133
134 135