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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 %
UOTTAIMCU
3526
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$67K +$67K +500 New
MFG
3527
Mendota Financial Group
Wisconsin
$66.9K +$66.9K +499 New
RAM
3528
Riggs Asset Management
Pennsylvania
$66K -$54.7K -408 -45%
SCA
3529
Stuart Chaussee & Associates
California
$62K – – –
APW
3530
Acima Private Wealth
Virginia
$61.6K – – –
IHWM
3531
Iron Horse Wealth Management
Iowa
$61K +$60.3K +450 +9,000%
MS
3532
Marshall & Sullivan
Washington
$60.3K +$60.3K +450 New
FWA
3533
Freedom Wealth Alliance
Wisconsin
$60.3K +$60.3K +450 New
WWP
3534
WR Wealth Planners
Missouri
$59.5K -$3.22K -24 -5%
VF
3535
VitalStone Financial
Texas
$58K +$58K +433 New
Belvedere Trading
3536
Belvedere Trading
Illinois
$57.8K +$57.8K +431 New
APC
3537
Aspire Private Capital
North Carolina
$55.1K – – –
MAM
3538
Marquette Asset Management
Minnesota
$53.6K -$110K -823 -67%
CMA
3539
Cedar Mountain Advisors
Oregon
$52.3K – – –
TCM
3540
Tanaka Capital Management
New York
$52K -$808 -6 -2%
WIM
3541
Westside Investment Management
California
$51.1K +$7.3K +733 +17%
MIM
3542
Meridiem Investment Management
United Kingdom
$51K – – –
NMG
3543
New Millennium Group
Utah
$48.9K +$2.41K +18 +5%
UIA
3544
Ulland Investment Advisors
Minnesota
$47K -$13.4K -100 -22%
FSWA
3545
Financial Synergies Wealth Advisors
Texas
$46.6K +$18.9K +141 +68%
CDIA
3546
Capital Directions Investment Advisors
Georgia
$43.9K +$43.9K +327 New
HWM
3547
Horizons Wealth Management
North Carolina
$43K – – –
BWA
3548
Boulder Wealth Advisors
Colorado
$43K +$43K +320 New
RF
3549
Robbins Farley
New Hampshire
$41.3K -$347K -2,584 -89%
BSWA
3550
Bromfield Sneider Wealth Advisors
Massachusetts
$38.9K – – –
140 141
142
143 144