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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 %
RMA
401
Roffman Miller Associates
Pennsylvania
$39.6M +$34.7K +259 +0.1%
BIAS
402
Beacon Investment Advisory Services
New Jersey
$39.2M +$282K +2,102 +0.7%
MIH
403
Meitav Investment House
Israel
$38.4M -$7.66M -57,309 -17%
HPC
404
HM Payson & Co
Maine
$38.4M -$6.16M -45,966 -14%
PC
405
PM Capital
Australia
$38.2M – – –
NSIM
406
North Star Investment Management
Illinois
$38M -$358K -2,668 -0.9%
AAM
407
Advisors Asset Management
Colorado
$37.7M -$3.17M -23,621 -8%
ZIC
408
ZWJ Investment Counsel
Georgia
$37.6M -$81K -604 -0.2%
Daiwa Securities Group
409
Daiwa Securities Group
Japan
$37.6M +$2.48M +18,490 +7%
ST
410
Sabal Trust
Florida
$37.4M +$170K +1,269 +0.5%
First Manhattan
411
First Manhattan
New York
$36.9M -$489K -3,667 -1%
DWM
412
Destination Wealth Management
California
$36.7M -$541K -4,032 -1%
WI
413
Wafra Inc
New York
$36.5M +$9.45M +70,473 +35%
SI
414
Stephens Inc
Arkansas
$36.5M -$708K -5,279 -2%
O
415
Ossiam
France
$36.1M +$3.2M +23,866 +10%
ATC
416
Argent Trust Co
Tennessee
$36M +$2.56M +19,074 +8%
NIM
417
Nexus Investment Management
Ontario, Canada
$35.6M -$93.9K -700 -0.3%
MCI
418
McDonald Capital Investors
California
$35.5M -$833K -6,215 -2%
TAM
419
Taurus Asset Management
New York
$35.4M -$549K -4,096 -2%
ESBC
420
E.S. Barr & Co
Kentucky
$35.2M -$569K -4,245 -2%
UWM
421
Udine Wealth Management
Florida
$35.1M -$84K -91 -0.2%
SC
422
Searle & Co
Connecticut
$35M – – –
BCIM
423
British Columbia Investment Management
British Columbia, Canada
$34.9M -$4.13M -30,810 -11%
MME
424
Meag Munich Ergo
Germany
$34.7M +$2.45M +18,299 +8%
Two Sigma Advisers
425
Two Sigma Advisers
New York
$34.6M -$514M -3,830,600 -94%
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