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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 %
IFWM
1926
Institute for Wealth Management
Colorado
$2.2M -$202K -1,505 -8%
RDFA
1927
Ritter Daniher Financial Advisory
Ohio
$2.2M -$4.69K -35 -0.2%
OIA
1928
Optimum Investment Advisors
Illinois
$2.2M -$40.2K -300 -2%
IF
1929
Ironwood Financial
Arizona
$2.2M -$83.7K -624 -4%
DAM
1930
Delta Asset Management
Tennessee
$2.19M +$65.7K +490 +3%
SGC
1931
Slocum, Gordon & Co
Rhode Island
$2.19M +$2.19M +16,340 New
WFAG
1932
Worth Financial Advisory Group
North Carolina
$2.19M +$2.19M +16,314 New
MCCP
1933
Mission Creek Capital Partners
California
$2.19M +$50.8K +379 +2%
SIA
1934
SkyView Investment Advisors
New Jersey
$2.19M -$278K -2,070 -11%
HCC
1935
Hirtle Callaghan & Co
Pennsylvania
$2.18M -$5.77K -43 -0.3%
PFGIA
1936
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M +$167K +1,247 +8%
SN
1937
Sittner & Nelson
Oregon
$2.18M +$189K +1,408 +10%
PWA
1938
Providence Wealth Advisors
Illinois
$2.17M -$13.3K -98 -0.6%
EFG
1939
Everhart Financial Group
Ohio
$2.16M +$222K +1,654 +11%
PWPS
1940
Pinnacle Wealth Planning Services
Ohio
$2.16M -$292K -2,175 -12%
OAM
1941
Occidental Asset Management
California
$2.15M +$186K +1,390 +9%
OFA
1942
Oak Family Advisors
Illinois
$2.15M +$363K +2,708 +20%
GPFA
1943
Game Plan Financial Advisors
Ohio
$2.15M – – –
TC
1944
Trust Company
Kansas
$2.14M -$35.7K -266 -2%
CPIA
1945
Cornell Pochily Investment Advisors
New York
$2.14M +$174K +1,294 +9%
JWM
1946
Jeppson Wealth Management
California
$2.13M -$91.7K -684 -4%
FCAG
1947
First Capital Advisors Group
New Jersey
$2.13M -$278K -2,070 -12%
GGHC
1948
Gilder Gagnon Howe & Co
New York
$2.13M – – –
RCIM
1949
Red Cedar Investment Management
Michigan
$2.12M +$191K +1,421 +10%
EWM
1950
Empirical Wealth Management
Washington
$2.11M +$16.5K +123 +0.8%
76 77
78
79 80