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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 %
LIM
1876
Loudon Investment Management
New Hampshire
$2.35M +$355K +2,648 +18%
VAG
1877
VisionPoint Advisory Group
Texas
$2.35M +$1.97M +13,848 +525%
AIM
1878
Aspen Investment Management
Michigan
$2.35M +$231K +1,723 +11%
BC
1879
Bowman & Company
Wisconsin
$2.35M +$180K +1,340 +8%
MWM
1880
Mattern Wealth Management
Kansas
$2.34M +$43.6K +325 +2%
CBFP
1881
Cedar Brook Financial Partners
Ohio
$2.33M +$59.5K +444 +3%
ACS
1882
Archford Capital Strategies
Illinois
$2.33M +$77.6K +579 +3%
MC
1883
Martin & Co
Tennessee
$2.33M +$39.6K +295 +2%
OL
1884
Owen LaRue
Kentucky
$2.32M +$2.32M +17,043 New
LOIM
1885
Liberty One Investment Management
Illinois
$2.32M +$173K +1,291 +8%
EFG
1886
Ethos Financial Group
Pennsylvania
$2.32M +$2.32M +17,202 New
RFA
1887
Register Financial Advisors
Georgia
$2.32M +$2.32M +17,314 New
AF
1888
Aldebaran Financial
$2.32M -$2.01K -15 -0.1%
MCA
1889
Magnolia Capital Advisors
Mississippi
$2.32M -$86K -641 -4%
NB
1890
Nicolet Bankshares
Wisconsin
$2.32M -$70.4K -787 -3%
EIM
1891
Essex Investment Management
Massachusetts
$2.32M -$84.9K -633 -4%
AWA
1892
Amplius Wealth Advisors
Pennsylvania
$2.31M +$134K +997 +6%
SDWIA
1893
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.31M +$36.7K +274 +2%
PFBT
1894
Parkside Financial Bank & Trust
Missouri
$2.31M +$79.1K +590 +4%
CFFP
1895
Center for Financial Planning
Michigan
$2.31M +$22.4K +167 +1%
TP
1896
Tranquility Partners
Tennessee
$2.31M -$1.88K -14 -0.1%
RMAM
1897
Raab & Moskowitz Asset Management
New Jersey
$2.3M -$7.51K -56 -0.3%
ATWA
1898
Arbor Trust Wealth Advisors
Michigan
$2.29M +$41.6K +310 +2%
BSA
1899
Bull Street Advisors
Georgia
$2.29M +$155K +1,158 +7%
MPPLM
1900
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.28M +$102K +759 +5%
74 75
76
77 78