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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 %
WA
2001
Wambolt & Associates
Colorado
$1.96M +$402 +3 +0%
OC
2002
Oarsman Capital
Wisconsin
$1.96M -$639K -4,762 -25%
ACMA
2003
Arbor Capital Management (Alaska)
Alaska
$1.95M +$103K +757 +6%
JE
2004
JMAC Enterprises
Pennsylvania
$1.95M -$459K -3,423 -19%
DI
2005
DAGCO Inc
Ohio
$1.95M -$16.2K -121 -0.8%
PP
2006
PDT Partners
New York
$1.94M +$1.94M +14,500 New
NME
2007
Notis-McConarty Edward
$1.94M – – –
BFO
2008
Biltmore Family Office
North Carolina
$1.94M +$41.6K +310 +2%
HA
2009
Hamel Associates
New Jersey
$1.94M -$212K -1,577 -10%
DTC
2010
Davidson Trust Company
Washington
$1.94M -$11K -82 -0.6%
PWMG
2011
Prestige Wealth Management Group
New Jersey
$1.94M +$158K +1,175 +9%
CIM
2012
Chapman Investment Management
California
$1.94M – – –
NCM
2013
Next Capital Management
New York
$1.93M +$53K +395 +3%
BFW
2014
Brady Family Wealth
Missouri
$1.92M +$1.92M +14,354 New
CHJWM
2015
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.92M +$982 +7 +0.1%
MWM
2016
Marion Wealth Management
Pennsylvania
$1.92M +$117K +873 +6%
TWP
2017
Tempus Wealth Planning
California
$1.92M -$241K -1,798 -11%
SFG
2018
Summit Financial Group
West Virginia
$1.92M – – –
LWP
2019
LMG Wealth Partners
Louisiana
$1.91M +$1.91M +13,589 New
CGA
2020
Compound Global Advisors
Washington
$1.91M +$1.91M +14,265 New
MLA
2021
MB, Levis & Associates
Pennsylvania
$1.91M +$1.91M +14,257 New
WCM
2022
Washington Capital Management
Washington
$1.9M -$28.2K -210 -1%
MSFS
2023
Main Street Financial Solutions
Pennsylvania
$1.9M +$117K +871 +7%
BAM
2024
Byrne Asset Management
New Jersey
$1.9M -$108K -809 -5%
SWRP
2025
Summit Wealth & Retirement Planning
California
$1.9M +$197K +1,469 +12%
79 80
81
82 83