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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 %
SW
276
SVB Wealth
Massachusetts
$67.9M -$1.19M -8,868 -2%
FWIA
277
Fort Washington Investment Advisors
Ohio
$67.3M -$3.98M -29,649 -6%
YCM
278
Yousif Capital Management
Michigan
$67M +$2.18M +16,249 +3%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$66.5M +$8.97M +66,867 +16%
TG
280
TCW Group
California
$65.9M +$2.9M +21,620 +5%
PNC
281
Park National Corp
Ohio
$65.9M -$1.49M -11,092 -2%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$65.8M +$581K +4,330 +0.9%
SCA
283
STALEY CAPITAL ADVISERS
Pennsylvania
$65.4M -$174K -1,299 -0.3%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$65.4M -$220K -1,642 -0.3%
BAMF
285
BI Asset Management Fondsmaeglerselskab
Denmark
$65.4M +$12.3M +91,405 +23%
Impax Asset Management Group
286
Impax Asset Management Group
United Kingdom
$65.1M +$6.07M +45,302 +10%
CFB
287
Cullen/Frost Bankers
Texas
$65M +$5M +37,274 +8%
FAF
288
Fjarde Ap-fonden
Sweden
$64.8M -$4.57M -34,100 -7%
HSA
289
HBK Sorce Advisory
Pennsylvania
$63.9M +$32.5M +242,205 +103%
UB
290
UMB Bank
Missouri
$63.9M -$680K -5,069 -1%
PCM
291
Polaris Capital Management
Massachusetts
$63.3M +$791K +5,900 +1%
BMO
292
Beck Mack & Oliver
New York
$63.2M -$2.91M -21,729 -4%
BCM
293
Basswood Capital Management
New York
$63M -$2.88M -21,504 -4%
MCM
294
Marsico Capital Management
Colorado
$62.1M +$62.1M +462,993 New
VRS
295
Virginia Retirement Systems
Virginia
$61.8M +$724K +5,400 +1%
FCI
296
Financial Counselors Inc
Kansas
$61.6M -$4.35M -32,440 -7%
SPIA
297
Steward Partners Investment Advisory
New York
$61.6M +$5.5M +41,030 +10%
UIM
298
USS Investment Management
United Kingdom
$61.5M -$3.45M -25,706 -5%
ERSOT
299
Employees Retirement System of Texas
Texas
$61.5M – – –
CIM
300
CCLA Investment Management
United Kingdom
$61.2M -$10M -74,814 -14%
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