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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 %
PWM
2101
Palumbo Wealth Management
New York
$1.69M +$23.7K +177 +1%
TCWM
2102
Total Clarity Wealth Management
Illinois
$1.69M +$65.6K +489 +4%
SIA
2103
Strategic Investment Advisors
Michigan
$1.68M +$252K +1,879 +18%
FP
2104
Fiduciary Planning
Florida
$1.68M +$12.1K +90 +0.7%
KLWA
2105
Kelly Lawrence W & Associates
California
$1.68M – – –
BB
2106
Bell Bank
North Dakota
$1.68M -$51.6K -385 -3%
GWM
2107
Greenwich Wealth Management
Connecticut
$1.68M +$57.4K +428 +4%
AR
2108
Advisory Research
Illinois
$1.67M -$198K -1,479 -11%
BST
2109
Bath Savings Trust
Maine
$1.67M -$6.44K -48 -0.4%
RCA
2110
Ranch Capital Advisors
Florida
$1.67M -$5.9K -44 -0.4%
CC
2111
Callan Capital
California
$1.66M +$799K +5,958 +93%
FCA
2112
FinTrust Capital Advisors
South Carolina
$1.65M -$33.9K -253 -2%
WCBA
2113
Weaver C. Barksdale & Associates
Tennessee
$1.65M +$42.1K +314 +3%
I
2114
INVST
Indiana
$1.65M -$112K -801 -6%
BA
2115
Birinyi Associates
Connecticut
$1.64M -$127K -950 -7%
WMA
2116
West Michigan Advisors
Michigan
$1.64M +$3.22K +24 +0.2%
EWS
2117
Evergreen Wealth Solutions
Pennsylvania
$1.64M -$9.25K -69 -0.6%
NHC
2118
Nicholas Hoffman & Company
Georgia
$1.63M -$25.1K -187 -2%
MA
2119
MBA Advisors
Pennsylvania
$1.63M +$19.6K +146 +1%
LSA
2120
Lion Street Advisors
Texas
$1.63M -$339K -1,993 -17%
RBFC
2121
Roman Butler Fullerton & Co
Missouri
$1.63M +$107K +761 +7%
JSW
2122
Journey Strategic Wealth
New Jersey
$1.62M +$491K +3,659 +43%
FWP
2123
Falcon Wealth Planning
California
$1.62M -$9.39K -70 -0.6%
AWA
2124
Acorn Wealth Advisors
Michigan
$1.62M +$11.7K +87 +0.7%
BWP
2125
BSW Wealth Partners
Colorado
$1.62M -$67.3K -502 -4%
83 84
85
86 87