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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 %
GG
3401
Golden Green
South Carolina
$217K +$217K +1,615 New
TLA
3402
Tanglewood Legacy Advisors
Texas
$217K +$217K +1,615 New
FIM
3403
Fernwood Investment Management
Massachusetts
$216K +$216K +1,608 New
AMG
3404
Asset Management Group
Connecticut
$216K +$216K +1,607 New
SSC
3405
Syverson Strege & Co
Iowa
$215K +$11.4K +85 +6%
TWA
3406
Tandem Wealth Advisors
Arizona
$215K +$215K +1,601 New
TWM
3407
Triton Wealth Management
Arizona
$215K -$53.9K -389 -20%
WAM
3408
Worth Asset Management
Texas
$215K +$52.3K +390 +32%
NA
3409
Navellier & Associates
Nevada
$215K +$215K +1,600 New
LA
3410
Lifeworks Advisors
Michigan
$214K -$99.4K -741 -32%
LFGO
3411
Legacy Financial Group (Oklahoma)
Oklahoma
$214K +$214K +1,598 New
KL
3412
KWMG LLC
Kansas
$214K +$214K +1,596 New
CPA
3413
Capital Performance Advisors
California
$213K +$213K +1,589 New
RCA
3414
Riverview Capital Advisers
Massachusetts
$213K +$213K +1,588 New
FAM
3415
Family Asset Management
South Carolina
$213K +$213K +1,585 New
VAFP
3416
Vahanian & Associates Financial Planning
New York
$212K +$212K +1,583 New
GM
3417
GeoWealth Management
Illinois
$212K +$212K +1,577 New
BMD
3418
Better Money Decisions
New Mexico
$212K +$212K +1,579 New
AIFAIM
3419
American Institute for Advanced Investment Management
Arizona
$212K +$212K +1,578 New
HKIMG
3420
Hutchens & Kramer Investment Management Group
Indiana
$212K +$212K +1,578 New
SCA
3421
Sage Capital Advisors
South Dakota
$211K +$211K +1,577 New
SCA
3422
SMH Capital Advisors
Texas
$211K +$211K +1,572 New
AL
3423
ACAS LLC
California
$210K +$210K +1,568 New
FPF
3424
First Pacific Financial
Washington
$210K +$210K +1,567 New
D
3425
Dentgroup
Louisiana
$209K +$209K +1,561 New
135 136
137
138 139