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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 %
E
3376
ETFidea
New York
$227K +$227K +1,693 New
AL
3377
ADE LLC
Maryland
$227K +$227K +1,691 New
DBRC
3378
D.B. Root & Company
Pennsylvania
$227K +$227K +1,691 New
JFG
3379
JMG Financial Group
Illinois
$226K +$226K +1,688 New
CCA
3380
Clearwater Capital Advisors
Illinois
$226K +$226K +1,685 New
LD
3381
Lipe & Dalton
New York
$225K -$6.7K -50 -3%
NRW
3382
Nova R Wealth
Kansas
$224K +$224K +1,674 New
HSG
3383
Helen Stephens Group
Texas
$224K +$224K +1,672 New
SA
3384
Shilanski & Associates
Alaska
$224K -$308K -2,294 -58%
AFGAS
3385
Allegiance Financial Group Advisory Services
Virginia
$224K +$224K +1,668 New
MLFP
3386
MPS Loria Financial Planners
Illinois
$222K +$222K +1,656 New
RFP
3387
Roth Financial Partners
Texas
$222K -$25.4K -190 -10%
AWP
3388
Abacus Wealth Partners
California
$222K -$37.7K -281 -15%
CWA
3389
Consilio Wealth Advisors
Washington
$221K +$221K +1,650 New
R
3390
Rebalance
California
$221K +$221K +1,650 New
MFA
3391
Morling Financial Advisors
California
$221K – – –
JPLA
3392
Joseph P. Lucia & Associates
New York
$220K +$220K +1,642 New
AFAS
3393
Acorn Financial Advisory Services
Virginia
$220K +$220K +1,641 New
MGIA
3394
Matthew Goff Investment Advisor
Texas
$220K +$220K +1,640 New
SWM
3395
SFG Wealth Management
Maryland
$220K +$220K +1,638 New
SAM
3396
Seelaus Asset Management
New Jersey
$219K -$57.7K -430 -21%
KCM
3397
Kendall Capital Management
Maryland
$218K +$218K +1,622 New
FZCM
3398
Flynn Zito Capital Management
New York
$218K +$218K +1,625 New
SWP
3399
ShoreHaven Wealth Partners
New Jersey
$217K +$217K +1,622 New
JTWM
3400
Jackson Thornton Wealth Management
Alabama
$217K +$217K +1,619 New
134 135
136
137 138