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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 %
TCM
3476
TD Capital Management
Tennessee
$167K +$9.26K +69 +6%
TCM
3477
Tradewinds Capital Management
Washington
$162K +$18.6K +139 +13%
WA
3478
WestEnd Advisors
North Carolina
$160K -$1.48K -11 -0.9%
LFA
3479
Legend Financial Advisors
Pennsylvania
$159K +$24.7K +184 +18%
BIA
3480
Bell Investment Advisors
California
$156K +$48.8K +364 +46%
TCCM
3481
Timber Creek Capital Management
Massachusetts
$154K – – –
CPG
3482
Cornerstone Planning Group
New Jersey
$149K +$149K +1,102 New
KFS
3483
Kelly Financial Services
Massachusetts
$146K +$805 +6 +0.6%
FIM
3484
FWL Investment Management
Texas
$140K +$140K +1,043 New
NOI
3485
Newton One Investments
Delaware
$137K – – –
PP
3486
PFS Partners
New Jersey
$134K -$66.8K -498 -33%
HIM
3487
Hillsdale Investment Management
Ontario, Canada
$134K -$34.9K -260 -21%
PP
3488
PrairieView Partners
Minnesota
$134K – – –
IWP
3489
IAG Wealth Partners
Wisconsin
$134K -$12.7K -95 -9%
WOSD
3490
WFA of San Diego
California
$134K +$134K +996 New
AWM
3491
Abound Wealth Management
Tennessee
$131K +$3.89K +29 +3%
EAM
3492
Empirical Asset Management
Massachusetts
$130K +$130K +10,735 New
CWA
3493
Core Wealth Advisors
Florida
$130K – – –
OAJ
3494
Ogorek Anthony Joseph
New York
$129K – – –
RDIA
3495
RE Dickinson Investment Advisors
Iowa
$128K – – –
EE
3496
EWG Elevate
California
$125K +$125K +935 New
BAM
3497
Baldrige Asset Management
Pennsylvania
$125K +$3.09K +23 +3%
OA
3498
Operose Advisors
Wisconsin
$125K -$13.4K -100 -10%
TCWA
3499
Ten Capital Wealth Advisors
Washington
$122K +$43.9K +327 +56%
OBWP
3500
O'Brien Wealth Partners
Massachusetts
$121K -$36.6K -273 -23%
138 139
140
141 142