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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 %
Goldman Sachs
26
Goldman Sachs
New York
$2.04B -$97.2M -724,886 -5%
Franklin Resources
27
Franklin Resources
California
$2.02B +$438M +3,264,482 +28%
Invesco
28
Invesco
Georgia
$1.85B +$58.9M +439,245 +3%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.77B +$129M +961,065 +8%
DZ Bank
30
DZ Bank
Germany
$1.72B +$98.9M +737,141 +6%
UBS AM
31
UBS AM
Illinois
$1.48B +$82.2M +612,776 +6%
Boston Partners
32
Boston Partners
Massachusetts
$1.31B -$40M -297,433 -3%
Primecap Management
33
Primecap Management
California
$1.24B -$87.9M -655,728 -7%
Sanders Capital
34
Sanders Capital
Florida
$1.16B -$35.5M -264,794 -3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$1.16B -$13.7M -102,154 -1%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$1.15B -$402M -2,995,713 -26%
RJA
37
Raymond James & Associates
Florida
$1.15B +$84M +626,078 +8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.11B +$226M +1,681,593 +26%
Fisher Asset Management
39
Fisher Asset Management
Washington
$1.09B +$35.3M +263,567 +3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.02B +$37.8M +281,833 +4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$991M -$4.63M -34,562 -0.5%
ClearBridge Investments
42
ClearBridge Investments
New York
$991M +$164M +1,226,423 +20%
Barclays
43
Barclays
United Kingdom
$912M -$170M -1,268,970 -16%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$903M +$178M +1,327,113 +24%
AllianceBernstein
45
AllianceBernstein
Tennessee
$872M +$24.1M +179,428 +3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$831M +$86.7M +646,762 +12%
American Century Companies
47
American Century Companies
Missouri
$810M -$1.14M -8,516 -0.1%
Bessemer Group
48
Bessemer Group
New Jersey
$803M -$12.4M -92,753 -2%
CS
49
Credit Suisse
Switzerland
$800M -$77.8M -579,994 -9%
Principal Financial Group
50
Principal Financial Group
Iowa
$798M -$50.1M -373,577 -6%
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