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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 %
FNFDCM
751
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.3M +$301K +2,225 +2%
WorldQuant Millennium Advisors
752
WorldQuant Millennium Advisors
New York
$13.3M -$32.4M -241,312 -71%
BFEC
753
Benjamin F. Edwards & Company
Missouri
$13.3M -$138K -1,026 -1%
GVAG
754
Great Valley Advisor Group
Delaware
$13.2M -$3.11M -23,196 -19%
CA
755
Clearstead Advisors
Ohio
$13.2M -$40.9K -305 -0.3%
AC
756
Addenda Capital
Quebec, Canada
$13.2M -$259K -1,933 -2%
FAM
757
Fred Alger Management
New York
$13.1M +$749K +5,586 +6%
YC
758
Yarbrough Capital
Tennessee
$13.1M – – –
LNB
759
Ledyard National Bank
$13M -$172K -1,285 -1%
VCA
760
Verdence Capital Advisors
Maryland
$13M -$451K -3,365 -3%
WCMN
761
Westchester Capital Management (Nebraska)
Nebraska
$13M -$78.9K -588 -0.6%
FTC
762
Farmers Trust Company
Ohio
$12.9M -$28.7K -214 -0.2%
FA
763
Fiduciary Alliance
South Carolina
$12.9M +$12.9M +95,978 New
AssetMark Inc
764
AssetMark Inc
California
$12.9M +$2.19M +16,336 +21%
Hudson Bay Capital Management
765
Hudson Bay Capital Management
Connecticut
$12.7M +$2.01M +15,000 +19%
BHWM
766
Bar Harbor Wealth Management
New Hampshire
$12.7M -$156K -1,163 -1%
PAM
767
Peak Asset Management
Colorado
$12.7M +$42.1K +314 +0.3%
PIM
768
Penobscot Investment Management
Massachusetts
$12.6M -$142K -1,060 -1%
RPC
769
Rossmore Private Capital
Connecticut
$12.6M +$207K +1,546 +2%
SHGA
770
Sand Hill Global Advisors
California
$12.6M +$209K +1,558 +2%
OMC
771
Overbrook Management Corp
New York
$12.6M -$9.78M -72,929 -44%
SPC
772
Sigma Planning Corp
Michigan
$12.5M -$871K -6,498 -7%
Assenagon Asset Management
773
Assenagon Asset Management
Luxembourg
$12.5M -$322K -2,399 -3%
CCC
774
Cincinnati Casualty Company
Ohio
$12.5M – – –
CSUI
775
Cincinnati Specialty Underwriters Insurance
Ohio
$12.5M – – –
29 30
31
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