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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
$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 %
IUHSA
3676
Itau Unibanco Holding S.A.
Brazil
– -$646K -6,184 Closed
BCM
3677
Barden Capital Management
Texas
– -$629K -6,015 Closed
CAC
3678
Cowen and Company
New York
– -$603K -5,775 Closed
GWSG
3679
GPS Wealth Strategies Group
Colorado
– -$539K -5,161 Closed
Tudor Investment Corp
3680
Tudor Investment Corp
Connecticut
– -$535K -5,122 Closed
EF
3681
Empowered Funds
Pennsylvania
– -$470K -4,495 Closed
MTCM
3682
Mint Tower Capital Management
Netherlands
– -$426K -4,075 Closed
BAS
3683
Brown Advisory Securities
Maryland
– -$413K -3,942 Closed
WIM
3684
Warwick Investment Management
Texas
– -$402K -3,849 Closed
BC
3685
Bridgefront Capital
Texas
– -$382K -3,653 Closed
CANY
3686
Caxton Associates (New York)
New York
– -$376K -3,600 Closed
NICM
3687
Neo Ivy Capital Management
New York
– -$357K -3,421 Closed
APP
3688
Alpha Paradigm Partners
Illinois
– -$355K -3,401 Closed
CP
3689
Capital Planning
Washington
– -$347K -3,319 Closed
PTC
3690
Petrus Trust Company
Texas
– -$341K -3,266 Closed
ICA
3691
Infrastructure Capital Advisors
New York
– -$322K -3,083 Closed
CCM
3692
Crabel Capital Management
California
– -$316K -3,027 Closed
PFO
3693
PMC FIG Opportunities
Israel
– -$314K -3,000 Closed
FRM
3694
Fox Run Management
Connecticut
– -$296K -2,837 Closed
BWG
3695
Beta Wealth Group
California
– -$282K -2,700 Closed
SLA
3696
Silver Lake Advisory
Utah
– -$279K -2,667 Closed
GGI
3697
Godsey & Gibb Inc
Virginia
– -$277K -2,655 Closed
TCM
3698
Teza Capital Management
Illinois
– -$272K -2,603 Closed
PCMK
3699
Paragon Capital Management (Kansas)
Kansas
– -$268K -2,567 Closed
RA
3700
Riversedge Advisors
Delaware
– -$259K -2,474 Closed
146 147
148
149 150