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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 %
OCM
976
One Capital Management
California
$8.37M -$139K -1,035 -2%
MNBTD
977
Moody National Bank Trust Division
Texas
$8.32M -$110K -822 -1%
CC
978
Chicago Capital
Illinois
$8.32M -$53.2K -397 -0.6%
BWP
979
Baldwin Wealth Partners
Massachusetts
$8.3M +$51.2K +382 +0.6%
CSS
980
Cubist Systematic Strategies
Connecticut
$8.29M -$32.9M -245,167 -80%
VM
981
Venator Management
Pennsylvania
$8.28M +$140K +1,042 +2%
NSAM
982
North Star Asset Management
Wisconsin
$8.26M +$515K +3,838 +7%
CCM
983
Carmel Capital Management
California
$8.26M +$87.2K +650 +1%
SAM
984
Security Asset Management
New York
$8.26M +$285K +2,126 +4%
BSW
985
Buckingham Strategic Wealth
Missouri
$8.21M -$129K -965 -2%
PA
986
Profund Advisors
Maryland
$8.16M +$414K +3,086 +5%
PT
987
Plimoth Trust
Massachusetts
$8.16M -$255K -1,903 -3%
FB
988
Fulton Bank
Pennsylvania
$8.13M +$444K +3,314 +6%
OSNBOA
989
Old Second National Bank of Aurora
Illinois
$8.12M -$145K -1,084 -2%
DBT
990
Dubuque Bank & Trust
Iowa
$8.09M -$225K -1,676 -3%
ELC
991
Edgar Lomax Company
Virginia
$8.08M -$75.8K -565 -0.9%
XF
992
XML Financial
Maryland
$8.07M +$157K +1,170 +2%
SIC
993
Sigma Investment Counselors
Michigan
$8.07M -$218K -1,624 -3%
ZIG
994
Zuckerman Investment Group
Illinois
$8.06M +$123K +914 +2%
CBB
995
Citizens Business Bank
California
$8.06M -$22.3K -166 -0.3%
SIP
996
Stoneridge Investment Partners
Pennsylvania
$8.05M -$1.74M -12,967 -18%
LOPW
997
Live Oak Private Wealth
North Carolina
$8.05M +$118K +878 +1%
NM
998
NWI Management
New York
$8.05M – – –
SWIG
999
Strategic Wealth Investment Group
Kentucky
$8.01M +$1.02M +7,453 +15%
BP
1000
Ballentine Partners
Massachusetts
$8.01M +$1.04M +7,775 +15%
38 39
40
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