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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 %
CCMIC
501
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27.2M +$781K +5,821 +3%
EGA
502
Eagle Global Advisors
Texas
$27.1M -$82.7K -617 -0.3%
HW
503
Hancock Whitney
Mississippi
$27M -$60.5K -451 -0.2%
FBA
504
Front Barnett Associates
Illinois
$27M -$13.3K -99 -0%
BSA
505
Braun Stacey Associates
New York
$26.7M +$688K +5,134 +3%
CIA
506
Capital Investment Advisors
Georgia
$26.7M +$687K +5,124 +3%
CFG
507
Citizens Financial Group
Rhode Island
$26.6M +$6.21M +46,292 +30%
ECM
508
Estabrook Capital Management
New York
$26.6M -$280K -2,086 -1%
SRC
509
Shufro Rose & Co
New York
$26.5M +$88.5K +660 +0.3%
BCI
510
Brinker Capital Investments
Pennsylvania
$26.4M -$1.12M -8,317 -4%
TNB
511
Thomasville National Bank
Georgia
$26.4M +$104K +776 +0.4%
CTI
512
Community Trust & Investment
Kentucky
$26.3M -$353K -2,631 -1%
JCM
513
Janney Capital Management
Pennsylvania
$26.3M +$736K +5,490 +3%
CIS
514
Capital International Sarl
California
$26.1M +$5.69M +42,466 +28%
AWS
515
Atria Wealth Solutions
New York
$26.1M +$1.16M +8,668 +5%
LCS
516
Levin Capital Strategies
New York
$26.1M +$170K +1,268 +0.7%
NLGIA
517
Nippon Life Global Investors Americas
New York
$25.9M +$770K +5,740 +3%
LSERS
518
Louisiana State Employees Retirement System
Louisiana
$25.4M +$241K +1,800 +1%
FSA
519
Franklin Street Advisors
North Carolina
$25.4M +$1.55M +11,590 +7%
OCBCO
520
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.9M +$24.9M +185,647 New
NMIFOAC
521
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$24.8M – – –
SAM
522
Silvercrest Asset Management
New York
$24.7M +$11.1K +83 +0%
TCOV
523
Trust Company of Vermont
Vermont
$24.7M +$1.75M +13,024 +8%
MCM
524
Maple Capital Management
Vermont
$24.7M -$121K -901 -0.5%
PCM
525
Palisade Capital Management
New Jersey
$24.6M +$94.1K +702 +0.4%
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