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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 %
PA
3326
Parkside Advisors
California
$248K +$248K +1,849 New
DC
3327
Defender Capital
North Carolina
$248K +$248K +1,849 New
RIG
3328
RiverFront Investment Group
Virginia
$247K +$247K +1,845 New
HWM
3329
HFR Wealth Management
New York
$247K +$247K +1,845 New
PCTC
3330
Perkins Coie Trust Company
Washington
$247K -$17.2K -128 -7%
SCM
3331
Sebold Capital Management
Illinois
$246K +$246K +1,838 New
SFG
3332
Snider Financial Group
Washington
$246K -$65.8K -491 -21%
APWA
3333
Atlas Private Wealth Advisors
New Jersey
$246K +$246K +1,835 New
CAG
3334
Curtis Advisory Group
California
$245K +$245K +1,829 New
PFG
3335
Pinnacle Financial Group
Illinois
$245K -$49.4K -368 -17%
MGAM
3336
McGowan Group Asset Management
Texas
$245K +$245K +1,828 New
HFRG
3337
Houlihan Financial Resource Group
Virginia
$245K – – –
BA
3338
Bluesphere Advisors
Pennsylvania
$245K +$245K +1,825 New
RIM
3339
Rockbridge Investment Management
New York
$244K +$244K +1,818 New
KPWG
3340
KFA Private Wealth Group
Virginia
$244K +$244K +1,818 New
SWMG
3341
Sanchez Wealth Management Group
Florida
$243K +$243K +1,815 New
HPWA
3342
Hall Private Wealth Advisors
North Carolina
$243K +$243K +1,813 New
VAM
3343
Verity Asset Management
North Carolina
$243K -$22K -164 -8%
EA
3344
Echo45 Advisors
California
$243K -$24K -179 -9%
EIP
3345
Ellis Investment Partners
Pennsylvania
$242K +$1.74K +13 +0.7%
CRG
3346
Cornerstone Retirement Group
Nevada
$241K +$241K +1,800 New
PSC
3347
Prentiss Smith & Co
Vermont
$241K +$241K +1,798 New
CPC
3348
Cookson Peirce & Co
Pennsylvania
$241K +$241K +1,797 New
PW
3349
Peninsula Wealth
California
$240K +$240K +1,792 New
AA
3350
AJ Advisors
Tennessee
$238K +$238K +1,776 New
132 133
134
135 136