JPM icon

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 %
WPC
1851
Wedmont Private Capital
Pennsylvania
$2.42M +$411K +2,982 +20%
KFGK
1852
Keystone Financial Group (Kentucky)
Kentucky
$2.42M -$292K -2,174 -11%
WPW
1853
Warther Private Wealth
Ohio
$2.42M -$439K -3,277 -15%
BEI
1854
Benjamin Edwards Inc
Missouri
$2.42M +$303K +2,258 +14%
MCA
1855
MSH Capital Advisors
Arizona
$2.42M +$39.4K +294 +2%
GWM
1856
GSB Wealth Management
Connecticut
$2.41M -$949K -7,078 -28%
SWM
1857
Sculati Wealth Management
Michigan
$2.41M +$352K +2,621 +17%
FPAS
1858
Focus Partners Advisor Solutions
Missouri
$2.41M -$938K -6,993 -28%
EHC
1859
Everett Harris & Co
California
$2.4M -$152K -1,131 -6%
MWA
1860
Moser Wealth Advisors
Washington
$2.4M -$8.05K -60 -0.3%
FBT
1861
First Bankers Trust
Kentucky
$2.39M -$893K -6,656 -27%
FPIS
1862
Financial Planning & Information Services
Wisconsin
$2.39M -$3.08K -23 -0.1%
BFA
1863
Beaumont Financial Advisors
Massachusetts
$2.39M -$92.7K -691 -4%
EI
1864
Ethic Inc
New York
$2.39M +$156K +1,162 +7%
AAF
1865
Andra AP-fonden
Sweden
$2.39M -$898K -6,700 -27%
TPWM
1866
Twelve Points Wealth Management
Massachusetts
$2.38M +$55.9K +417 +2%
GWA
1867
Gibson Wealth Advisors
Texas
$2.38M +$2.38M +18,724 New
BWM
1868
BCGM Wealth Management
Indiana
$2.38M +$89K +664 +4%
FMI
1869
F/M Investments
District of Columbia
$2.38M +$2.38M +17,714 New
AWM
1870
Aries Wealth Management
Maine
$2.37M +$163K +1,217 +7%
WI
1871
WrapManager Inc
California
$2.37M +$19.7K +147 +0.8%
HWA
1872
Heritage Wealth Advisors
Virginia
$2.37M -$68.3K -509 -3%
LAIC
1873
Lederer & Associates Investment Counsel
California
$2.36M -$101K -752 -4%
PP
1874
Pegasus Partners
Wisconsin
$2.36M -$756K -5,641 -24%
LSA
1875
L & S Advisors
California
$2.35M +$12.6K +94 +0.5%
73 74
75
76 77