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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 %
GSIS
3351
Global Strategic Investment Solutions
Arizona
$238K +$238K +1,774 New
RCM
3352
Rain Capital Management
Oregon
$237K +$237K +1,767 New
CWM
3353
Cherrydale Wealth Management
New Jersey
$237K +$237K +1,765 New
SPWM
3354
Spartan Planning & Wealth Management
North Carolina
$236K +$236K +1,758 New
WPWM
3355
Western Pacific Wealth Management
Illinois
$235K +$69.7K +520 +42%
E
3356
Ergoteles
New York
$235K -$1.54M -11,456 -87%
MSFP
3357
Mark Sheptoff Financial Planning
Connecticut
$233K – – –
BCMLT
3358
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$75.4K +562 +48%
BFG
3359
Baron Financial Group
New Jersey
$232K +$232K +1,730 New
TFP
3360
Triune Financial Partners
Kansas
$232K +$232K +1,729 New
TWM
3361
TMD Wealth Management
Arizona
$231K +$231K +1,725 New
FWSM
3362
First Wilshire Securities Management
California
$231K +$231K +1,719 New
WMWM
3363
Whitaker-Myers Wealth Managers
Ohio
$231K +$231K +1,722 New
BWP
3364
Bernardo Wealth Planning
Pennsylvania
$230K -$18.8K -140 -8%
WA
3365
Waterford Advisors
New York
$230K +$230K +1,717 New
WFC
3366
Western Financial Corp
California
$230K +$230K +1,713 New
SWA
3367
Strata Wealth Advisors
Texas
$230K +$230K +1,713 New
MF
3368
Manchester Financial
California
$229K +$229K +1,711 New
LA
3369
Lakeside Advisors
Washington
$228K +$228K +1,702 New
GSC
3370
G&S Capital
Colorado
$228K +$228K +1,702 New
AWM
3371
Alterna Wealth Management
Texas
$228K +$228K +1,700 New
GCWM
3372
Graham Capital Wealth Management
District of Columbia
$227K +$227K +1,696 New
CFAM
3373
Coury Firm Asset Management
Pennsylvania
$227K +$227K +1,694 New
MPW
3374
MGO Private Wealth
California
$227K +$227K +1,694 New
BWA
3375
Beam Wealth Advisors
Louisiana
$227K +$227K +1,694 New
133 134
135
136 137