JPM icon

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
$7.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.09B
3
Morgan Stanley
Morgan Stanley
New York
$7.92B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$6.01B
5
CSA
Cottage Street Advisors
Massachusetts
$674M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
BlackRock
New York
$26.1B
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
226
Gofen & Glossberg
Illinois
$102M -$83.3K -621 -0.1%
JCM
227
Junto Capital Management
New York
$102M +$8.61M +64,240 +9%
NAM
228
Nissay Asset Management
Japan
$101M +$31.3M +233,195 +45%
Comerica Bank
229
Comerica Bank
Texas
$100M +$511K +3,630 +0.5%
DnB Asset Management
230
DnB Asset Management
Norway
$99.9M +$4.82M +35,914 +5%
AM
231
AGF Management
Ontario, Canada
$99.9M +$99.9M +744,891 New
FWCM
232
Ferguson Wellman Capital Management
Oregon
$99.8M +$37.1M +276,812 +59%
JHP
233
James Hambro & Partners
United Kingdom
$99.2M -$1.62M -12,078 -2%
WF
234
Welch & Forbes
Massachusetts
$98.8M +$195K +1,452 +0.2%
UCFA
235
United Capital Financial Advisors
Texas
$97.9M -$818K -6,102 -0.8%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$97.2M +$701K +5,231 +0.7%
BC
237
Bartlett & Co
Ohio
$97.2M +$701K +5,231 +0.7%
N
238
Natixis
France
$96.3M -$252M -1,878,445 -72%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.1M -$2.21M -16,495 -2%
MNG
240
Manning & Napier Group
New York
$93.7M -$2.24M -16,715 -2%
BA
241
Bridgewater Associates
Connecticut
$92.8M +$92.8M +692,356 New
OAM
242
Oppenheimer Asset Management
New York
$91.7M +$2.03M +15,137 +2%
CB
243
Cooke & Bieler
Pennsylvania
$91.3M +$1.65M +12,341 +2%
SBH
244
Segall Bryant & Hamill
Illinois
$90.7M -$1.76M -13,132 -2%
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$89.9M -$2.81M -20,940 -3%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$89.1M +$707K +5,273 +0.8%
CIC
247
Crawford Investment Counsel
Georgia
$88.1M -$1.5M -11,186 -2%
MML Investors Services
248
MML Investors Services
Massachusetts
$88M +$4.2M +31,309 +5%
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$87.1M -$211K -1,572 -0.2%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$86.7M -$3.24M -24,127 -4%
8 9
10
11 12