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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 %
MWM
3426
Moran Wealth Management
Florida
$208K +$208K +1,553 New
PFP
3427
Paragon Financial Partners
California
$208K +$208K +1,550 New
ONSWM
3428
Old North State Wealth Management
North Carolina
$207K +$207K +1,543 New
LAM
3429
Lifestyle Asset Management
Texas
$207K +$207K +1,542 New
RLIM
3430
Red Lighthouse Investment Management
New York
$206K +$206K +1,539 New
KWM
3431
KFG Wealth Management
Indiana
$206K +$206K +1,538 New
CWA
3432
Continuum Wealth Advisors
New York
$206K +$206K +1,536 New
BBW
3433
Blue Barn Wealth
Utah
$206K -$89.3K -666 -30%
DJYG
3434
David J. Yvars Group
Florida
$205K +$205K +1,528 New
VBFP
3435
Valtinson Bruner Financial Planning
Minnesota
$205K +$205K +1,499 New
BWM
3436
Boyd Wealth Management
California
$205K +$205K +1,527 New
MWP
3437
Madison Wealth Partners
Wisconsin
$204K +$204K +1,524 New
VLC
3438
Van Leeuwen & Company
New Jersey
$204K +$204K +1,523 New
TDC
3439
Thompson Davis & Co
Virginia
$204K -$96.4K -719 -32%
CMS
3440
Capital Market Strategies
Florida
$204K +$204K +1,520 New
RWM
3441
Rezny Wealth Management
Florida
$203K +$203K +1,515 New
MCM
3442
McDonough Capital Management
Florida
$203K +$203K +1,517 New
WJA
3443
Willis Johnson & Associates
Texas
$203K +$203K +1,513 New
AFA
3444
American Financial Advisors
Georgia
$203K +$203K +1,511 New
GAM
3445
Garrison Asset Management
Arkansas
$202K +$202K +1,509 New
LFS
3446
Lutz Financial Services
Nebraska
$202K +$202K +1,507 New
ACA
3447
Ascension Capital Advisors
Texas
$202K +$202K +1,507 New
RBC
3448
Roble Belko & Company
Pennsylvania
$202K – – –
CWM
3449
ClientFirst Wealth Management
Arkansas
$202K – – –
WCFA
3450
Walkner Condon Financial Advisors
Wisconsin
$201K +$201K +1,501 New
136 137
138
139 140