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 %
TAF
251
Tredje AP-fonden
Sweden
$86M +$14.7M +109,627 +21%
PFP
252
Pinnacle Financial Partners
Tennessee
$85.8M +$28.3M +210,876 +49%
CTC (Chicago Trading Company)
253
CTC (Chicago Trading Company)
Illinois
$85M +$80.1M +597,668 +1,646%
MIS
254
Morningstar Investment Services
Illinois
$84.2M -$258K -1,899 -0.3%
WT
255
Whittier Trust
California
$83.6M +$346K +2,579 +0.4%
CG
256
Colony Group
Massachusetts
$83.1M +$14.8M +110,478 +22%
WJWM
257
Williams Jones Wealth Management
New York
$81.6M -$804K -5,993 -1%
EWM
258
Evercore Wealth Management
New York
$81M +$917K +6,839 +1%
ACM
259
Argent Capital Management
Missouri
$79.3M -$468K -3,488 -0.6%
EWA
260
EP Wealth Advisors
California
$78.4M +$2.17M +16,163 +3%
Axa
261
Axa
France
$78.1M +$2.94M +21,908 +4%
WGAM
262
Wilkinson Global Asset Management
New York
$74.9M -$1.02M -7,613 -1%
FMI
263
Factory Mutual Insurance
Massachusetts
$74.5M +$1.71M +12,724 +2%
C
264
Consulta
United Kingdom
$73.8M +$73.8M +550,000 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$72.1M -$40.2M -299,406 -36%
CIP
266
Cornerstone Investment Partners
Georgia
$72M -$1.05M -7,822 -1%
Lazard Asset Management
267
Lazard Asset Management
New York
$71.4M +$21.1M +157,455 +42%
KAS
268
Kestra Advisory Services
Texas
$70.3M +$8.36M +62,359 +14%
II
269
IFM Investors
Australia
$70.2M +$2.19M +16,300 +3%
SIG
270
Stonegate Investment Group
Alabama
$70.1M +$803K +5,990 +1%
CVA
271
Ceredex Value Advisors
Florida
$69.9M -$4.84M -36,085 -6%
URS
272
Utah Retirement Systems
Utah
$69.5M -$657K -4,900 -0.9%
IAIM
273
Industrial Alliance Investment Management
Quebec, Canada
$69M +$17.5M +130,296 +34%
TF
274
TIAA FSB
Florida
$69M -$649K -4,838 -0.9%
CW
275
Connectus Wealth
Ohio
$68.8M -$2.07M -15,437 -3%
9 10
11
12 13