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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 %
BAM
301
Berkshire Asset Management
Pennsylvania
$60.9M +$368K +2,741 +0.6%
GF
302
Gabelli Funds
New York
$60.8M +$194K +1,450 +0.3%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$60.8M -$349K -2,600 -0.6%
CAI
304
Capital Advisors Inc
Oklahoma
$60.2M +$8.43M +62,839 +16%
OAC
305
OMERS Administration Corp
Ontario, Canada
$59.9M – – –
ICG
306
InterOcean Capital Group
Tennessee
$59.2M +$1.48M +11,060 +3%
MOACM
307
Mutual of America Capital Management
New York
$58.9M +$1.61M +11,997 +3%
Ninety One (UK)
308
Ninety One (UK)
United Kingdom
$58.9M -$9.97M -74,371 -14%
IMCOOI
309
Investment Management Corp of Ontario (IMCO)
Canada
$58.1M +$7.14M +53,267 +14%
SYBT
310
Stock Yards Bank & Trust
Kentucky
$57.8M +$140K +1,041 +0.2%
RCM
311
RNC Capital Management
California
$57.7M -$1.44M -10,708 -2%
SEI Investments
312
SEI Investments
Pennsylvania
$57.7M -$30.3M -226,052 -34%
CII
313
Capital International Inc
California
$57.7M +$982K +7,325 +2%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$56.8M +$709K +5,288 +1%
PA
315
Pinnacle Associates
New York
$56.6M +$907K +6,762 +2%
GT
316
Glenview Trust
Kentucky
$56.5M +$2.46M +18,310 +5%
ABI
317
Abrams Bison Investments
Maryland
$56.3M +$56.3M +420,000 New
TPSF
318
Texas Permanent School Fund
Texas
$55.8M +$243K +1,811 +0.4%
ASC
319
Atalanta Sosnoff Capital
New York
$55.8M +$55.4M +413,074 +15,059%
NYLIM
320
New York Life Investment Management
New York
$55.7M +$56.5K +421 +0.1%
CA
321
Commerzbank Aktiengesellschaft
Germany
$55.5M +$19.8M +147,822 +55%
Dodge & Cox
322
Dodge & Cox
California
$55.5M -$5.14M -38,360 -8%
TRSOTSOK
323
Teachers Retirement System of the State of Kentucky
Kentucky
$55.2M – – –
SOADOR
324
State of Alaska Department of Revenue
Alaska
$55.1M +$482K +3,595 +0.9%
AAM
325
Abeille Asset Management
France
$55M -$13.2M -88,066 -19%
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