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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 %
BCM
326
Becker Capital Management
Oregon
$54.8M +$546K +4,074 +1%
MAM
327
Madison Asset Management
Wisconsin
$54.6M +$928K +6,923 +2%
SCP
328
Seizert Capital Partners
Michigan
$54.2M -$1.04M -7,741 -2%
CRC
329
Curi RMB Capital
Illinois
$53.9M +$783K +5,842 +1%
LWCA
330
Locust Wood Capital Advisers
New York
$53.8M +$1.61M +11,992 +3%
CF
331
Cantor Fitzgerald
New York
$53.7M -$349K -2,606 -0.6%
GPA
332
Guidance Point Advisors
Massachusetts
$53.7M +$536 +4 +0%
CGIM
333
Capital Group Investment Management
Singapore
$53M +$53M +394,942 New
SF
334
Synovus Financial
Georgia
$52.7M +$418K +3,117 +0.8%
ABC
335
Associated Banc-Corp
Wisconsin
$52.6M +$425K +3,171 +0.8%
WPC
336
Waters Parkerson & Co
Louisiana
$52.3M -$127K -948 -0.2%
AIA
337
Avalon Investment & Advisory
Texas
$52.1M -$1.6M -11,925 -3%
GI
338
GAMCO Investors
Connecticut
$51.8M -$139K -1,039 -0.3%
CI
339
Cambiar Investors
Colorado
$51.3M -$1.5M -11,209 -3%
NC
340
Nicholas Company
Wisconsin
$51.3M -$11.4K -85 -0%
CPSAC
341
Chas P. Smith & Associates (CPS)
Florida
$51.2M +$184K +1,372 +0.4%
TH
342
TCTC Holdings
Texas
$51.1M +$554K +4,132 +1%
RMDI
343
R.M. Davis Inc
Maine
$51M -$957K -7,133 -2%
X
344
Xponance
Pennsylvania
$50.8M +$8.31M +61,946 +20%
CT
345
Cambridge Trust
Massachusetts
$50.6M -$1.44M -10,713 -3%
DADC
346
D.A. Davidson & Co
Montana
$50.4M +$562K +4,193 +1%
ACH
347
ArrowMark Colorado Holdings
Colorado
$50.1M +$13.4K +100 +0%
CTB
348
Country Trust Bank
Illinois
$49.9M -$1.01M -7,547 -2%
PMG
349
Private Management Group
California
$49.7M -$66.2K -494 -0.1%
VDI
350
Vaughan David Investments
Illinois
$49.6M +$27.4K +204 +0.1%
12 13
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