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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 %
JIC
451
Johnson Investment Counsel
Ohio
$31.6M +$2.87M +21,401 +10%
CI
452
Capital International
California
$31.3M +$3.2M +23,834 +11%
FFA
453
First Foundation Advisors
California
$31.1M -$1.89M -14,088 -6%
Walleye Trading
454
Walleye Trading
New York
$31M -$2.9M -21,658 -9%
KRS
455
Kentucky Retirement Systems
Kentucky
$30.9M +$135K +1,007 +0.4%
ACI
456
Alpha Cubed Investments
California
$30.9M -$13M -96,587 -30%
CAG
457
Crestwood Advisors Group
Massachusetts
$30.9M -$861K -6,420 -3%
CS
458
Central Securities
New York
$30.8M – – –
CA
459
Cetera Advisors
Colorado
$30.8M +$360K +2,683 +1%
MSRPS
460
Maryland State Retirement & Pension System
Maryland
$30.7M +$30.7M +228,866 New
GI
461
Gradient Investments
Minnesota
$30.6M -$5.13M -38,241 -14%
PWP
462
Private Wealth Partners
California
$30.5M +$65.8K +491 +0.2%
EMPI
463
Elo Mutual Pension Insurance
Finland
$30.4M +$862K +6,429 +3%
OPERF
464
Oregon Public Employees Retirement Fund
Oregon
$30.4M +$301K +2,247 +1%
CS
465
Candriam SCA
Luxembourg
$30.3M -$18.8M -139,972 -38%
NAM
466
NorthCrest Asset Manangement
Minnesota
$30.3M -$1.71M -12,771 -5%
FLPIM
467
F.L. Putnam Investment Management
Massachusetts
$30.2M -$221K -1,651 -0.7%
BAAM
468
Baker Avenue Asset Management
California
$30.1M -$525K -3,916 -2%
KFC
469
Klingenstein Fields & Co
New York
$29.9M -$505K -3,764 -2%
GGS
470
Galvin Gaustad & Stein
Arizona
$29.7M -$1.26M -9,379 -4%
ONB
471
Old National Bancorp
Indiana
$29.6M -$1.18M -8,779 -4%
SFA
472
Sequoia Financial Advisors
Ohio
$29.5M +$7.8M +58,183 +36%
AI
473
Atria Investments
North Carolina
$29.5M +$1.31M +9,742 +5%
CSIC
474
Clifford Swan Investment Counsel
California
$29.5M +$62.8K +468 +0.2%
FHA
475
First Horizon Advisors
Tennessee
$29.5M -$453K -3,378 -2%
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