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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 %
GA
1226
GFS Advisors
Texas
$5.57M -$60.1K -448 -1%
MLIC
1227
Mandatum Life Insurance Company
Finland
$5.57M +$201K +1,502 +4%
SWP
1228
Strategic Wealth Partners
Ohio
$5.56M +$493K +3,679 +10%
DEA
1229
DoubleLine ETF Adviser
Florida
$5.55M +$5.55M +41,365 New
VIG
1230
Vienna Insurance Group
Poland
$5.54M – – –
BA
1231
Bristlecone Advisors
Washington
$5.54M -$23.7K -177 -0.4%
LWAC
1232
Laurel Wealth Advisors (California)
California
$5.53M -$180K -1,360 -3%
APP
1233
Avantax Planning Partners
Iowa
$5.53M -$91.9K -685 -2%
LCC
1234
Lincoln Capital Corp
Rhode Island
$5.5M +$46.4K +346 +0.9%
RC
1235
RBF Capital
California
$5.5M -$670K -5,000 -11%
ALAM
1236
Asahi Life Asset Management
Japan
$5.49M -$1.23M -9,140 -18%
VST
1237
Van Strum & Towne
California
$5.48M -$54.3K -405 -1%
1WM
1238
1900 Wealth Management
Texas
$5.48M +$23.7K +177 +0.4%
MCM
1239
Mitchell Capital Management
Kansas
$5.47M -$118K -883 -2%
BHC
1240
Bowen Hanes & Co
Florida
$5.47M -$27.6M -205,556 -83%
CCM
1241
Compton Capital Management
Rhode Island
$5.47M -$567K -4,225 -9%
GWMIA
1242
Global Wealth Management Investment Advisory
Florida
$5.46M +$77.6K +579 +1%
NCM
1243
Nelson Capital Management
California
$5.46M -$583K -4,347 -10%
AIP
1244
Ameritas Investment Partners
Nebraska
$5.46M -$69.7K -509 -1%
WANY
1245
Wealthspire Advisors (New York)
New York
$5.45M +$873K +6,510 +19%
PWS
1246
Peloton Wealth Strategists
Indiana
$5.44M – – –
PCA
1247
Providence Capital Advisors
North Carolina
$5.44M +$5.23K +39 +0.1%
OIM
1248
Opus Investment Management
Massachusetts
$5.41M – – –
SFP
1249
Shepherd Financial Partners
Massachusetts
$5.41M +$49.5K +369 +0.9%
AT
1250
Arden Trust
Delaware
$5.41M +$285K +2,124 +6%
48 49
50
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