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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 %
MCCA
1951
Mill Creek Capital Advisors
Pennsylvania
$2.11M +$2.11M +15,758 New
AWM
1952
Aberdeen Wealth Management
Illinois
$2.11M – – –
GG
1953
Gleason Group
Kentucky
$2.1M +$16.8K +125 +0.8%
BCA
1954
Bay Colony Advisors
Massachusetts
$2.1M -$93.6K -698 -4%
SWA
1955
SFMG Wealth Advisors
Texas
$2.1M +$13.4K +100 +0.6%
ATFA
1956
All Terrain Financial Advisors
Minnesota
$2.09M +$19.7K +147 +1%
WCM
1957
WealthBridge Capital Management
Ohio
$2.09M -$117K -873 -5%
WWM
1958
WT Wealth Management
Arizona
$2.09M -$286K -2,131 -12%
EWA
1959
Etesian Wealth Advisors
Oregon
$2.09M +$2.09M +15,559 New
HNWAG
1960
High Net Worth Advisory Group
Florida
$2.09M -$89.4K -667 -4%
PCMN
1961
Paradigm Capital Management (Nevada)
Nevada
$2.09M -$671 -5 -0%
CWMU
1962
Caliber Wealth Management (Utah)
Utah
$2.09M +$1.48K +11 +0.1%
TAM
1963
Trillium Asset Management
Massachusetts
$2.08M +$366K +2,730 +21%
SG
1964
Stonnington Group
California
$2.08M -$1.15M -8,270 -36%
AGP
1965
Autumn Glory Partners
Texas
$2.07M +$668K +4,982 +48%
RF
1966
Rollins Financial
Georgia
$2.07M -$61.4K -458 -3%
BCM
1967
Birmingham Capital Management
Alabama
$2.07M +$29.5K +220 +1%
WA
1968
Waverly Advisors
Alabama
$2.07M +$128K +951 +7%
PFM
1969
Phillips Financial Management
Indiana
$2.07M +$24K +179 +1%
MTIC
1970
Missouri Trust & Investment Company
Missouri
$2.06M +$7.11K +53 +0.3%
AW
1971
Alaethes Wealth
Nevada
$2.06M -$776K -5,788 -27%
WWM
1972
Wolff Wiese Magana
California
$2.06M -$20.4K -152 -1%
GFP
1973
Gryphon Financial Partners
Ohio
$2.05M -$229K -1,711 -10%
IWA
1974
Icon Wealth Advisors
Texas
$2.05M -$201K -1,500 -9%
GC
1975
Guardian Capital
Ontario, Canada
$2.05M +$268K +2,000 +15%
77 78
79
80 81