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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 %
TFA
2376
Triad Financial Advisors
North Carolina
$1.14M – – –
CMANY
2377
Capital Management Associates (New York)
New York
$1.14M +$134 +1 +0%
RRCM
2378
Rappaport Reiches Capital Management
Illinois
$1.14M +$1.14M +8,483 New
AI
2379
AXS Investments
New York
$1.14M -$282K -2,103 -20%
CG
2380
CFO4Life Group
Texas
$1.13M +$346K +2,578 +44%
C
2381
CFO4Life
Texas
$1.13M +$1.13M +8,460 New
MAM
2382
Meeder Asset Management
Ohio
$1.13M -$4.43M -33,045 -80%
RWA
2383
Rainsberger Wealth Advisors
Colorado
$1.13M -$18.2K -136 -2%
WIA
2384
Westbourne Investment Advisors
Maryland
$1.13M -$258K -1,925 -19%
SHWM
2385
Silicon Hills Wealth Management
Texas
$1.13M – – –
MS
2386
Maven Securities
Jersey
$1.13M -$2.15M -16,049 -66%
CWM
2387
Castle Wealth Management
Florida
$1.13M -$121K -901 -10%
SAMT
2388
Select Asset Management & Trust
Pennsylvania
$1.12M -$16.6K -124 -1%
FCM
2389
Fourpath Capital Management
Oklahoma
$1.12M +$191K +1,422 +21%
GC
2390
GFG Capital
Florida
$1.12M -$1.52M -11,347 -58%
AAM
2391
AMI Asset Management
California
$1.12M +$366K +2,725 +49%
PA
2392
Prossimo Advisors
California
$1.12M +$1.12M +8,319 New
CWP
2393
Concord Wealth Partners
Virginia
$1.11M -$742K -5,531 -40%
LWM
2394
Lionsbridge Wealth Management
Florida
$1.11M +$11.9K +89 +1%
MSCM
2395
McElhenny Sheffield Capital Management
Texas
$1.11M – – –
KFSC
2396
Keystone Financial Services (Colorado)
Colorado
$1.11M +$6.16K +44 +0.6%
MPW
2397
Monterey Private Wealth
California
$1.1M +$598K +4,463 +118%
OIM
2398
Orca Investment Management
Oregon
$1.1M +$4.02K +30 +0.4%
LB
2399
Legacy Bridge
Iowa
$1.1M +$2.82K +21 +0.3%
IIA
2400
IPG Investment Advisors
California
$1.1M +$630K +4,700 +134%
94 95
96
97 98