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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 %
BCFD
2026
Boit C.F. David
$1.9M – – –
TWM
2027
Trevian Wealth Management
Massachusetts
$1.89M +$1.57M +11,703 +485%
EBWM
2028
Eagle Bluffs Wealth Management
Missouri
$1.89M -$4.29K -32 -0.2%
WG
2029
Winton Group
United Kingdom
$1.89M -$1.6M -11,967 -46%
FFG
2030
Fortem Financial Group
California
$1.89M -$16.9K -126 -0.9%
TPW
2031
Transatlantique Private Wealth
New York
$1.88M +$195K +1,459 +12%
KMWM
2032
Keudell/Morrison Wealth Management
Oregon
$1.88M +$76.4K +570 +4%
KA
2033
Klingman & Associates
New York
$1.87M -$54.4K -406 -3%
BFA
2034
Brendel Financial Advisors
New Hampshire
$1.87M +$20.4K +152 +1%
VCM
2035
Violich Capital Management
California
$1.87M -$801K -5,975 -30%
PH
2036
Pinnacle Holdings
Oklahoma
$1.87M -$217K -1,618 -10%
BWA
2037
Blodgett Wealth Advisors
California
$1.87M -$9.92K -74 -0.5%
PWS
2038
Peterson Wealth Services
Utah
$1.87M -$3.44M -25,637 -65%
LA
2039
Lindenwold Advisors
Pennsylvania
$1.86M -$4.56K -34 -0.2%
IWS
2040
Insight Wealth Strategies
California
$1.85M +$193K +1,442 +12%
PMA
2041
Prudent Man Advisors
Illinois
$1.85M +$241K +1,794 +15%
AO
2042
Advisor OS
Illinois
$1.85M +$771K +5,752 +71%
DFA
2043
Delta Financial Advisors
Louisiana
$1.85M +$84.6K +631 +5%
TLCM
2044
Twin Lakes Capital Management
California
$1.85M +$9.52K +71 +0.5%
Aristotle Capital Management
2045
Aristotle Capital Management
California
$1.85M +$110K +820 +6%
BFA
2046
Benedict Financial Advisors
Georgia
$1.84M -$48K -358 -3%
FWM
2047
Finer Wealth Management
Massachusetts
$1.84M +$288K +2,146 +19%
NCM
2048
Neumann Capital Management
California
$1.84M -$26.8K -200 -1%
AI
2049
Accredited Investors
Minnesota
$1.83M -$2.15K -16 -0.1%
NF
2050
Nvest Financial
New Hampshire
$1.83M +$83.1K +620 +5%
80 81
82
83 84