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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 %
IMRF
601
Illinois Municipal Retirement Fund
Illinois
$19.5M +$646K +4,817 +3%
FDCC
602
Foster Dykema Cabot & Co
Massachusetts
$19.4M +$454K +3,384 +2%
AIMCA
603
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.3M -$12.6M -93,868 -40%
WIM
604
Waverton Investment Management
United Kingdom
$19.1M +$1.5M +11,161 +8%
NRS
605
Neville Rodie & Shaw
New York
$19.1M +$691K +5,151 +4%
PP
606
Patten & Patten
Tennessee
$19.1M +$162K +1,205 +0.9%
DWM
607
Dakota Wealth Management
Florida
$19.1M +$8.41M +62,727 +79%
EDRH
608
Edmond de Rothschild Holding
Switzerland
$19M -$11.3M -84,317 -37%
RMC
609
Resources Management Corp
Connecticut
$19M -$7.91K -59 -0%
PAM
610
Private Asset Management
California
$18.9M -$169K -1,261 -0.9%
NCM
611
Narwhal Capital Management
Georgia
$18.8M +$289K +2,152 +2%
ACIM
612
Azimuth Capital Investment Management
Michigan
$18.8M -$879K -6,558 -4%
EH
613
Equitable Holdings
New York
$18.8M +$40.1K +299 +0.2%
NMERB
614
New Mexico Educational Retirement Board
New Mexico
$18.8M -$1.35M -10,100 -7%
BG
615
Bollard Group
Massachusetts
$18.7M -$65.8K -491 -0.4%
SW
616
SteelPeak Wealth
California
$18.5M +$1.29M +9,649 +8%
BBA
617
BLB&B Advisors
Pennsylvania
$18.5M -$420K -3,134 -2%
SAM
618
Shell Asset Management
Netherlands
$18.4M +$5.92M +44,183 +47%
NFC
619
Northeast Financial Consultants
Connecticut
$18.4M -$4.61M -34,351 -20%
RC
620
RBO & Co
California
$18.3M +$14.6K +109 +0.1%
NEI
621
Northwest & Ethical Investments
Ontario, Canada
$18.3M +$4.02M +29,987 +28%
CIM
622
Courant Investment Management
Tennessee
$18.3M – – –
SCA
623
Snowden Capital Advisors
New York
$18.3M +$1.31M +9,803 +8%
MC
624
Moors & Cabot
Massachusetts
$18.2M -$339K -2,528 -2%
API
625
Advisor Partners II
California
$18.2M +$1.98M +14,735 +12%
23 24
25
26 27