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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
$7.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.09B
3
Morgan Stanley
Morgan Stanley
New York
$7.92B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$6.01B
5
CSA
Cottage Street Advisors
Massachusetts
$674M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
BlackRock
New York
$26.1B
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
3701
Curran Financial Partners
South Carolina
– -$240K -2,299 Closed
AFG
3702
Affinia Financial Group
Massachusetts
– -$227K -2,192 Closed
CCP
3703
Cassia Capital Partners
North Carolina
– -$213K -2,041 Closed
VBWMG
3704
Von Berge Wealth Management Group
California
– -$212K -2,020 Closed
SC
3705
Shay Capital
New York
– -$209K -2,000 Closed
EC
3706
EJF Capital
Virginia
– -$209K -2,000 Closed
IA
3707
Inspire Advisors
Idaho
– -$207K -1,984 Closed
SFO
3708
Standard Family Office
South Dakota
– -$175K -1,671 Closed
EC
3709
EdgeRock Capital
Colorado
– -$115K -1,105 Closed
TIM
3710
Tevis Investment Management
Texas
– -$113K -1,082 Closed
FA
3711
Financial Advantage
Maryland
– -$104K -1,000 Closed
FEG
3712
Financial Enhancement Group
Indiana
– -$94K -896 Closed
WFA
3713
West Financial Advisors
Iowa
– -$78K -750 Closed
HL
3714
Harding Loevner
New Jersey
– -$62K -589 Closed
EC
3715
Estate Counselors
Wisconsin
– -$57K -555 Closed
ACK
3716
Andrew C. Karlinski
– -$39K -369 Closed
BRA
3717
Biechele Royce Advisors
Indiana
– -$38K -365 Closed
AWMS
3718
Advocacy Wealth Management Services
Georgia
– -$32K -286 Closed
GIA
3719
Goodwin Investment Advisory
Georgia
– -$29K -278 Closed
SWM
3720
Stapp Wealth Management
Washington
– -$27K -260 Closed
LFASL
3721
Lugano Financial Advisors SA (LFA)
Switzerland
– -$22K -210 Closed
ARIS
3722
Advanced Research Investment Solutions
California
– -$18K -174 Closed
MDCM
3723
Morgan Dempsey Capital Management
Wisconsin
– -$12K -114 Closed
DFCM
3724
Dark Forest Capital Management
Puerto Rico
– -$12K -114 Closed
NWM
3725
Navigation Wealth Management
Colorado
– -$11K -110 Closed
146 147 148
149
150