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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 %
PL
2401
Plancorp LLC
Missouri
$1.1M +$38K +283 +4%
HFAS
2402
Hummer Financial Advisory Services
Illinois
$1.1M – – –
MTC
2403
McDaniel Terry & Co
Texas
$1.1M – – –
CG
2404
Clarus Group
Texas
$1.1M -$20.1K -150 -2%
CAM
2405
CPA Asset Management
Florida
$1.1M +$1.1M +8,175 New
WAL
2406
W Advisors LLC
Tennessee
$1.1M -$20K -149 -2%
OPW
2407
Oxler Private Wealth
New York
$1.09M +$9.52K +71 +0.9%
BFG
2408
Bouchey Financial Group
New York
$1.09M – – –
IRC
2409
Investors Research Corp
Georgia
$1.09M +$8.45K +63 +0.8%
CWA
2410
Clearview Wealth Advisors
Oregon
$1.09M -$2.55K -19 -0.2%
HCM
2411
Highview Capital Management
Illinois
$1.09M -$582K -4,339 -35%
AC
2412
Asio Capital
Kentucky
$1.09M -$40.9K -305 -4%
AWM
2413
Accel Wealth Management
Iowa
$1.09M -$72.5K -541 -6%
SC
2414
Stephens Consulting
Michigan
$1.09M +$939 +7 +0.1%
KTA
2415
Keeley-Teton Advisors
Illinois
$1.09M +$13.3K +99 +1%
BHBT
2416
Burke & Herbert Bank & Trust
Virginia
$1.09M -$221K -1,650 -17%
PG
2417
Proffitt & Goodson
Tennessee
$1.08M +$12.2K +91 +1%
FMN
2418
Financial Management Network
California
$1.08M -$26.3K -193 -2%
FH
2419
FWG Holdings
Florida
$1.07M -$21.1K -157 -2%
CWC
2420
Carolinas Wealth Consulting
North Carolina
$1.07M -$13.5K -101 -1%
TF
2421
TLWM Financial
Texas
$1.07M +$648K +4,830 +152%
GCM
2422
GoodHaven Capital Management
New Jersey
$1.07M – – –
AFG
2423
Allegheny Financial Group
Pennsylvania
$1.07M +$28.3K +211 +3%
CFD
2424
Creative Financial Designs
Indiana
$1.07M +$3.35K +25 +0.3%
SSWM
2425
Strait & Sound Wealth Management
California
$1.07M +$1.07M +7,596 New
95 96
97
98 99