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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 %
WWM
2251
Windsor Wealth Management
Indiana
$1.35M +$21.7K +157 +2%
WMP
2252
Wealth Management Partners
Arizona
$1.35M – – –
HCM
2253
HMS Capital Management
Tennessee
$1.34M +$188K +1,405 +16%
EFM
2254
Eley Financial Management
Vermont
$1.34M +$1.34M +9,970 New
BCP
2255
Berkeley Capital Partners
Georgia
$1.34M +$55.8K +416 +4%
EAM
2256
Evanson Asset Management
California
$1.34M -$398K -2,967 -23%
CAM
2257
Cozad Asset Management
Illinois
$1.33M +$68.3K +509 +5%
FWM
2258
Focused Wealth Management
New York
$1.33M -$939 -7 -0.1%
NEWAS
2259
N.E.W. Advisory Services
Wisconsin
$1.33M +$675K +5,031 +103%
AA
2260
Auxano Advisors
Washington
$1.33M +$268 +2 +0%
RPSA
2261
Richard P. Slaughter Associates
Texas
$1.32M -$33.3K -248 -2%
SFB
2262
STAR Financial Bank
Indiana
$1.32M +$1.32M +9,871 New
CCA
2263
Childress Capital Advisors
Texas
$1.32M +$166K +1,236 +14%
ACM
2264
Allred Capital Management
Texas
$1.32M -$12.5K -93 -0.9%
RHAM
2265
Round Hill Asset Management
California
$1.32M -$29.6K -221 -2%
OBWG
2266
Onyx Bridge Wealth Group
New York
$1.32M +$42.8K +310 +3%
TCM
2267
Towercrest Capital Management
Pennsylvania
$1.32M +$55K +410 +4%
BIA
2268
Bigelow Investment Advisors
Maine
$1.31M +$40.5K +302 +3%
HWM
2269
Hemington Wealth Management
Virginia
$1.31M -$6.03K -45 -0.5%
UAML
2270
US Asset Management LLC
Pennsylvania
$1.31M +$1.31M +9,785 New
MTWM
2271
Masso Torrence Wealth Management
New Jersey
$1.31M -$346K -2,583 -21%
RSVP
2272
Ramsay Stattman Vela & Price
Colorado
$1.31M -$63.7K -475 -5%
WDL
2273
Well Done LLC
Michigan
$1.31M +$146K +1,089 +13%
GCM
2274
Graham Capital Management
Connecticut
$1.3M -$680K -5,070 -34%
MFS
2275
Mirabella Financial Services
United Kingdom
$1.3M -$8.84M -65,916 -87%
89 90
91
92 93