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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 %
TVWM
3551
Tower View Wealth Management
Wisconsin
$37K +$271 +2 +0.7%
EA
3552
Evolution Advisers
Virginia
$33K -$36.8K -280 -53%
CCMI
3553
Creative Capital Management Investments
California
$30K +$30K +222 New
GIS
3554
Grayhawk Investment Strategies
Alberta, Canada
$29.8K +$29.7K +69,556 +31,332%
DCM
3555
Disciplina Capital Management
Tennessee
$29.5K +$268 +2 +0.9%
RFS
3556
Retirement Financial Solutions
Tennessee
$26.4K +$26.4K +197 New
CPFP
3557
Clear Perspectives Financial Planning
Ohio
$24.9K – – –
QL
3558
Quarry LP
New York
$24.8K +$24.8K +185 New
WA
3559
Win Advisors
Florida
$23.3K +$23.3K +174 New
HWM
3560
HighMark Wealth Management
Minnesota
$21.7K +$268 +2 +1%
PS
3561
PayPay Securities
Japan
$21.3K +$21.3K +159 New
LWA
3562
Lowe Wealth Advisors
Maryland
$20.1K -$6.71K -50 -25%
MWC
3563
MBM Wealth Consultants
Missouri
$20K – – –
BA
3564
Bellwether Advisors
Nebraska
$19.5K -$46.8K -348 -71%
SFCL
3565
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
NECFA
3566
New England Capital Financial Advisors
Connecticut
$17.4K +$17.4K +129 New
LWP
3567
Laurel Wealth Planning
Minnesota
$16.8K -$17K -127 -50%
GFL
3568
Granite FO LLC
New Hampshire
$16.4K +$16.4K +119 New
CIR
3569
Clear Investment Research
Georgia
$16K +$132 +1 +0.8%
ST
3570
Sageworth Trust
Pennsylvania
$15K +$5.54K +41 +59%
FCG
3571
Financial Connections Group
California
$14K – – –
SL
3572
Savior LLC
Massachusetts
$13.4K – – –
FWA
3573
FSC Wealth Advisors
New York
$13.3K -$3.76K -28 -22%
MIM
3574
Macroview Investment Management
Maryland
$13.1K +$13.1K +98 New
JMF
3575
Johnson Midwest Financial
Iowa
$13K -$3.93K -29 -23%
141 142
143
144 145