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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 %
V
551
Veritable
Delaware
$23.3M +$518K +3,862 +2%
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$23.3M +$34.7K +259 +0.1%
VV
553
Verity & Verity
South Carolina
$23.1M +$1.44M +10,705 +7%
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$23.1M +$1.94M +14,493 +9%
CWM
555
Congress Wealth Management
Massachusetts
$23M -$109K -815 -0.5%
RC
556
Randolph Company
Ohio
$23M – – –
BCM
557
Brookstone Capital Management
Illinois
$22.9M +$1.79M +12,997 +9%
BONST
558
Bank of Nova Scotia Trust
Ontario, Canada
$22.8M +$68.3K +509 +0.3%
LCM
559
Logan Capital Management
Pennsylvania
$22.8M +$3.63M +27,060 +19%
NB
560
Norinchukin Bank
Japan
$22.8M -$6.4M -47,714 -22%
BCP
561
Blue Chip Partners
Michigan
$22.8M +$26.2K +195 +0.1%
MLICM
562
Metropolitan Life Insurance Company (MetLife)
New York
$22.8M -$279K -2,083 -1%
Lido Advisors
563
Lido Advisors
California
$22.6M -$9.73M -72,549 -30%
EAM
564
Erste Asset Management
Austria
$22.4M +$200K +1,500 +0.9%
MLL
565
Moody Lynn & Lieberson
Massachusetts
$22.3M -$179K -1,334 -0.8%
Squarepoint
566
Squarepoint
New York
$22.3M -$13.6M -101,756 -38%
LBC
567
Lowe Brockenbrough & Co
Virginia
$22.2M +$284K +2,121 +1%
EIP
568
Easterly Investment Partners
Massachusetts
$22.2M -$224K -1,668 -1%
VPIM
569
Vanguard Personalized Indexing Management
California
$22.2M +$1.51M +11,282 +7%
AT
570
Arvest Trust
Oklahoma
$22.2M -$257K -1,918 -1%
ZCM
571
Ziegler Capital Management
Illinois
$22.2M +$3.06M +22,778 +16%
FFIC
572
First Fiduciary Investment Counsel
Ohio
$22M -$632K -4,715 -3%
CAM
573
Carret Asset Management
New York
$22M +$90.9K +678 +0.4%
SDJVC
574
St. Denis J. Villere & Co
Louisiana
$22M -$416K -3,100 -2%
SC
575
SouthState Corp
Florida
$21.9M +$104K +772 +0.5%
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