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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 %
CIAS
1376
Capital Investment Advisory Services
North Carolina
$4.51M -$310K -2,312 -6%
AF
1377
Advisornet Financial
Minnesota
$4.51M -$257K -1,919 -5%
BFPW
1378
BOK Financial Private Wealth
Colorado
$4.5M -$104K -774 -2%
AIM
1379
AHL Investment Management
Florida
$4.48M -$35.5K -265 -0.8%
GC
1380
Globeflex Capital
California
$4.48M +$4.48M +33,400 New
VWA
1381
V Wealth Advisors
Kansas
$4.48M +$964K +7,189 +27%
EWA
1382
Exencial Wealth Advisors
Oklahoma
$4.48M +$136K +1,015 +3%
EGA
1383
E&G Advisors
Texas
$4.47M -$87.2K -650 -2%
MFG
1384
MidWestOne Financial Group
Iowa
$4.47M -$419K -3,121 -9%
BBWA
1385
Bell & Brown Wealth Advisors
California
$4.47M +$98.4K +734 +2%
JWCA
1386
J.W. Cole Advisors
Florida
$4.47M +$199K +1,484 +5%
TAM
1387
Trust Asset Management
Texas
$4.46M – – –
MMPW
1388
Mitchell McLeod Pugh & Williams
Alabama
$4.46M -$38.1K -284 -0.8%
JIP
1389
Jaffetilchin Investment Partners
Florida
$4.46M -$168K -1,254 -4%
PP
1390
PDS Planning
Ohio
$4.44M +$68.9K +514 +2%
WTA
1391
Washington Trust Advisors
Massachusetts
$4.44M -$261K -1,943 -6%
VNA
1392
Valley National Advisers
Pennsylvania
$4.44M +$842K +6,034 +23%
BP
1393
Broadleaf Partners
Ohio
$4.43M +$4.43M +33,053 New
CPC
1394
Consolidated Planning Corp
Georgia
$4.43M +$223K +1,663 +5%
MW
1395
Marcum Wealth
Ohio
$4.42M +$50K +373 +1%
WPW
1396
Waldron Private Wealth
Pennsylvania
$4.42M – – –
AFM
1397
Abbot Financial Management
Massachusetts
$4.42M -$184K -1,369 -4%
RI
1398
Redwood Investments
Massachusetts
$4.42M +$31.1K +232 +0.7%
RWM
1399
RBA Wealth Management
California
$4.42M +$147K +1,098 +3%
LSPW
1400
Lake Street Private Wealth
Illinois
$4.41M +$4.41M +32,911 New
54 55
56
57 58