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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 %
1WA
1801
180 Wealth Advisors
Washington
$2.58M +$152K +1,086 +6%
CA
1802
Corrado Advisors
New Jersey
$2.58M +$404K +3,009 +19%
CPA
1803
Court Place Advisors
Maryland
$2.57M -$1.48K -11 -0.1%
NPP
1804
New Potomac Partners
Maryland
$2.57M +$18.8K +140 +0.7%
SIA
1805
Sage Investment Advisers
New York
$2.56M -$19.4K -145 -0.8%
RIA
1806
Realta Investment Advisors
Delaware
$2.56M +$37.8K +282 +2%
GWM
1807
Graybill Wealth Management
Illinois
$2.56M +$21.2K +158 +0.8%
SLT
1808
St Louis Trust
Missouri
$2.55M – – –
AA
1809
Altman Advisors
Illinois
$2.55M -$164K -1,172 -6%
LOAMS
1810
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.54M +$488K +3,638 +24%
MIM
1811
Miller Investment Management
Pennsylvania
$2.54M – – –
FCFC
1812
First Commonwealth Financial Corp
Pennsylvania
$2.53M -$46.9K -350 -2%
EA
1813
Eclectic Associates
California
$2.53M -$24.9K -186 -1%
APIM
1814
Agate Pass Investment Management
Washington
$2.52M +$35.4K +264 +1%
IIC
1815
Integrated Investment Consultants
Michigan
$2.52M +$78K +582 +3%
MAWCM
1816
Mine & Arao Wealth Creation & Management
California
$2.52M +$21.9K +163 +0.9%
LFG
1817
Larson Financial Group
Missouri
$2.52M -$160K -1,194 -6%
IWA
1818
Intercontinental Wealth Advisors
Texas
$2.52M -$112K -833 -4%
WPC
1819
White Pine Capital
Minnesota
$2.51M +$74.2K +553 +3%
OWP
1820
Obermeyer Wealth Partners
Colorado
$2.51M +$205K +1,528 +9%
EFS
1821
Econ Financial Services
Pennsylvania
$2.51M -$190K -1,418 -7%
CAS
1822
Coppell Advisory Solutions
Texas
$2.51M +$2.51M +18,704 New
CASC
1823
Coppell Advisory Solutions Corp
Texas
$2.51M +$2.51M +18,704 New
SAM
1824
Sawgrass Asset Management
Florida
$2.51M -$411K -3,066 -14%
ZIG
1825
Zullo Investment Group
Pennsylvania
$2.5M +$59K +440 +2%
71 72
73
74 75