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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 %
UAM
1251
Unison Asset Management
Florida
$5.39M +$17.8K +133 +0.3%
HW
1252
Hedeker Wealth
Illinois
$5.37M -$9.25K -69 -0.2%
WP
1253
Waycross Partners
Kentucky
$5.37M +$3.41M +25,458 +174%
HWM
1254
Hohimer Wealth Management
Washington
$5.37M -$280K -2,087 -5%
NO
1255
Ninety One
South Africa
$5.37M -$86.9K -654 -2%
UFG
1256
United Fire Group
Iowa
$5.36M – – –
TI
1257
tru Independence
Oregon
$5.36M +$75.8K +565 +1%
TFS
1258
TrustCore Financial Services
Tennessee
$5.35M +$209K +1,561 +4%
DIP
1259
DT Investment Partners
Pennsylvania
$5.35M -$61.7K -460 -1%
MHS
1260
M Holdings Securities
Oregon
$5.35M -$3.35K -25 -0.1%
QCG
1261
Quadrant Capital Group
Ohio
$5.34M +$267K +1,991 +5%
HI
1262
Harbour Investments
Wisconsin
$5.32M +$384K +2,863 +8%
SFA
1263
Source Financial Advisors
New York
$5.32M +$248K +1,849 +5%
PAMG
1264
Patton Albertson Miller Group
Tennessee
$5.31M -$341K -2,544 -6%
CWM
1265
Chronos Wealth Management
Florida
$5.31M -$25.5K -190 -0.5%
SWM
1266
Spire Wealth Management
Virginia
$5.31M +$936K +6,983 +21%
CWS
1267
Confluence Wealth Services
Pennsylvania
$5.3M +$142K +1,061 +3%
CAL
1268
Capital Analysts LLC
Pennsylvania
$5.3M +$179K +1,338 +4%
AWM
1269
Avior Wealth Management
Nebraska
$5.3M +$270K +2,017 +5%
SSW
1270
Stone Summit Wealth
Florida
$5.29M +$405K +3,020 +8%
WPIC
1271
White Pine Investment Company
Michigan
$5.28M -$29.9K -223 -0.6%
FC
1272
Fusion Capital
South Carolina
$5.27M +$148K +1,100 +3%
VWM
1273
Valley Wealth Managers
New Jersey
$5.25M -$721K -5,377 -12%
OFG
1274
Oxford Financial Group
Indiana
$5.21M -$164K -1,221 -3%
NHT
1275
New Hampshire Trust
New Hampshire
$5.21M +$5.21M +38,841 New
49 50
51
52 53