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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 %
PFM
426
Parsec Financial Management
North Carolina
$34.5M -$1.84M -13,730 -5%
CA
427
Cornerstone Advisors
North Carolina
$34.5M – – –
PCH
428
Polar Capital Holdings
United Kingdom
$34.3M +$3.46M +25,769 +11%
FNT
429
First National Trust
Pennsylvania
$34.2M +$321K +2,395 +0.9%
CIP
430
Chartwell Investment Partners
Pennsylvania
$34.2M -$2.92M -21,787 -8%
MPM
431
MBB Public Markets
Illinois
$34.1M +$6.17K +46 +0%
FNBOO
432
First National Bank of Omaha
Nebraska
$34.1M -$870K -6,488 -2%
MHC
433
Meyer Handelman Company
New York
$33.4M +$71.9K +536 +0.2%
ADEF
434
Adams Diversified Equity Fund
Maryland
$33.2M +$16.5M +123,187 +99%
IMPI
435
Ilmarinen Mutual Pension Insurance
Finland
$33.2M +$33.2M +247,869 New
LMIM
436
Lockheed Martin Investment Management
Maryland
$32.8M +$1.21M +9,050 +4%
Wealthfront Advisers
437
Wealthfront Advisers
California
$32.8M +$2.29M +17,081 +8%
BBVA
438
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M +$3.38M +25,232 +12%
ISL
439
Ingalls & Snyder LLC
New York
$32.6M -$128K -954 -0.4%
SAM
440
Securian Asset Management
Minnesota
$32.3M -$337K -2,516 -1%
JAFL
441
Jay A. Fishman Ltd
Michigan
$32.3M +$22.1K +165 +0.1%
PP
442
Prudential plc
United Kingdom
$32.2M +$9.95M +74,205 +45%
TAM
443
Tocqueville Asset Management
New York
$32.2M -$224K -1,671 -0.7%
WSFS
444
Wilmington Savings Fund Society
Delaware
$32.1M -$767K -5,723 -2%
HP
445
Hosking Partners
United Kingdom
$32M +$15.6M +116,556 +95%
VVP
446
Venture Visionary Partners
Ohio
$32M +$1.41M +10,550 +5%
HIMC
447
Heritage Investors Management Corp
Maryland
$31.8M +$82.1K +612 +0.3%
BB
448
Busey Bank
Illinois
$31.7M -$808K -6,024 -2%
BPWM
449
Badgley Phelps Wealth Managers
Washington
$31.7M +$328K +2,449 +1%
DILIC
450
Dai-ichi Life Insurance Company
Japan
$31.6M -$940K -7,010 -3%
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