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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 %
HFS
3501
HBC Financial Services
Washington
$121K +$136 +1 +0.1%
LS
3502
Leelyn Smith
Illinois
$115K +$34.8K +260 +43%
TF
3503
TimeScale Financial
Massachusetts
$114K +$104 +1 +0.1%
SC
3504
Schubert & Co
Texas
$109K +$5.5K +41 +5%
PO
3505
Private Ocean
California
$109K -$1.47K -11 -1%
MFT
3506
Moisand Fitzgerald Tamayo
Florida
$106K +$25.7K +192 +32%
WAM
3507
WFA Asset Management
Wisconsin
$105K -$76.1K -567 -42%
MWA
3508
Miller Wealth Advisors
Colorado
$97K +$29.4K +230 +43%
GMA
3509
Glassy Mountain Advisors
Maryland
$95.7K +$95.7K +714 New
FA
3510
Financial Avengers
California
$95.4K +$537 +4 +0.6%
GWM
3511
Guardian Wealth Management
Illinois
$91.5K -$402 -3 -0.4%
CMBA
3512
C.M. Bidwell & Associates
Hawaii
$90.5K – – –
MFA
3513
McClarren Financial Advisors
Pennsylvania
$85K +$400 +3 +0.5%
DF
3514
DecisionPoint Financial
Arizona
$81.8K +$81.8K +610 New
CC
3515
Centiva Capital
New York
$77.2K -$745K -5,553 -91%
MCA
3516
Maryland Capital Advisors
Maryland
$77.1K – – –
TWD
3517
True Wealth Design
Ohio
$75.7K +$75.7K +565 New
VFIC
3518
Valley Forge Investment Consultants
Pennsylvania
$75.5K – – –
AIC
3519
Ayalon Insurance Company
Israel
$75K – – –
RTL
3520
Red Tortoise LLC
Georgia
$74.3K +$74.3K +554 New
HCM
3521
Horrell Capital Management
Arkansas
$73K – – –
PWS
3522
Paragon Wealth Strategies
Florida
$72.2K +$403 +3 +0.6%
GWSA
3523
Global Wealth Strategies & Associates
Colorado
$70.5K +$70.5K +526 New
DWA
3524
Delos Wealth Advisors
Texas
$67.7K – – –
CM
3525
Caption Management
Oklahoma
$67.1K +$67.1K +500 New
139 140
141
142 143