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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 %
DFS
2451
Dixon Fnancial Services
California
$1.03M -$402 -3 -0%
RCG
2452
Rock Creek Group
District of Columbia
$1.03M -$31.1K -232 -3%
AWG
2453
Altus Wealth Group
Colorado
$1.03M +$186K +1,388 +22%
TWA
2454
TPB Wealth Advisors
Texas
$1.03M +$13.2K +99 +1%
SP
2455
Successful Portfolios
Florida
$1.02M +$14.2K +106 +1%
AA
2456
Alesco Advisors
New York
$1.02M -$67.7K -505 -6%
F
2457
F3Logic
Minnesota
$1.02M -$133K -991 -12%
GBS
2458
Gallagher Benefit Services
Illinois
$1.02M +$1.02M +7,603 New
RG
2459
Renaissance Group
Kentucky
$1.02M -$19.8K -148 -2%
IWM
2460
Iams Wealth Management
Nebraska
$1.02M +$1.02M +7,586 New
IA
2461
IFG Advisors
Missouri
$1.02M -$8.18K -61 -0.8%
PFS
2462
Physicians Financial Services
North Carolina
$1.02M – – –
PWP
2463
Pursue Wealth Partners
California
$1.01M -$243K -1,813 -19%
BFA
2464
Beacon Financial Advisory
Ohio
$1.01M -$73.2K -546 -7%
AIP
2465
Almanack Investment Partners
Pennsylvania
$1.01M -$1.37M -10,228 -58%
MKC
2466
M. Kraus & Co
Vermont
$1.01M -$1.21K -9 -0.1%
MHWM
2467
Montz Harcus Wealth Management
Louisiana
$1.01M +$20.8K +155 +2%
LFM
2468
Lumina Fund Management
New York
$1.01M – – –
AA
2469
Alta Advisers
United Kingdom
$1.01M – – –
AP
2470
Atwood & Palmer
Missouri
$1.01M +$134 +1 +0%
RLWM
2471
RF&L Wealth Management
Massachusetts
$1M +$1M +7,493 New
LIA
2472
LBMC Investment Advisors
Tennessee
$1M – – –
KIG
2473
Kowal Investment Group
Wisconsin
$1M +$14.8K +110 +1%
CICI
2474
Capital Investment Counsel Inc
North Carolina
$1M +$67.6K +504 +7%
VC
2475
Veracity Capital
Georgia
$1M +$53.4K +398 +6%
97 98
99
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