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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 %
ACM
351
Advisors Capital Management
New Jersey
$49M +$1.06M +7,925 +2%
Jane Street
352
Jane Street
New York
$48.6M -$35.4M -264,323 -42%
WT
353
Washington Trust
Rhode Island
$48.2M -$1.97M -14,724 -4%
Alyeska Investment Group
354
Alyeska Investment Group
Illinois
$47.9M +$47.9M +356,968 New
BIP
355
Brandes Investment Partners
California
$47.8M -$5.95M -44,393 -11%
BTCPP
356
Border to Coast Pensions Partnership
United Kingdom
$47.6M – – –
PI
357
PFS Investments
Georgia
$47.6M +$8.53M +63,632 +22%
PWP
358
Principle Wealth Partners
Connecticut
$47.5M +$400K +2,981 +0.8%
OC
359
Oppenheimer & Co
New York
$47.2M -$1.07M -7,997 -2%
FP
360
Foundry Partners
Minnesota
$46.9M -$695K -5,185 -1%
MVP
361
Miller Value Partners
Florida
$46.8M -$5.72M -42,622 -11%
Vontobel Holding
362
Vontobel Holding
Switzerland
$46.6M +$6.14M +46,352 +15%
BNP Paribas Asset Management
363
BNP Paribas Asset Management
France
$46.6M +$9.23M +68,833 +25%
GC
364
Guggenheim Capital
Illinois
$46.5M +$6.26M +46,680 +16%
SG Americas Securities
365
SG Americas Securities
New York
$46.2M -$14.2M -105,708 -23%
BPA
366
Beacon Pointe Advisors
California
$46.1M +$3.21M +23,937 +7%
CNB
367
Czech National Bank
Czech Republic
$46.1M +$404K +3,012 +0.9%
CAN
368
Cetera Advisor Networks
California
$45.9M +$9.92M +73,989 +28%
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$45.9M +$19.3M +144,179 +73%
JEST
370
JTC Employer Solutions Trustee
Jersey
$45.9M -$4.09M -30,500 -8%
GFI
371
Global Frontier Investments
South Carolina
$45.5M – – –
DRZID
372
DePrince Race & Zollo Inc (DRZ)
Florida
$45.3M -$342K -2,551 -0.8%
AWM
373
AE Wealth Management
Kansas
$45.2M +$3.93M +29,298 +10%
Mercer Global Advisors
374
Mercer Global Advisors
Colorado
$45.1M +$4.57M +34,068 +11%
CIC
375
Carnegie Investment Counsel
Ohio
$44.3M +$1.13M +8,410 +3%
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