JPM icon

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 %
WIC
626
Willis Investment Counsel
Georgia
$18.1M – – –
BOTW
627
Bank of the West
California
$18M -$206K -1,539 -1%
KHLMVGHM
628
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18M -$5.49M -41,100 -23%
AFG
629
Albion Financial Group
Utah
$18M +$183K +1,366 +1%
CA
630
Callahan Advisors
Texas
$17.9M +$109K +811 +0.6%
OPCM
631
Osborne Partners Capital Management
California
$17.8M -$409K -3,048 -2%
BPC
632
Banque Pictet & Cie
Switzerland
$17.8M -$1.37M -10,205 -7%
NCM
633
Noesis Capital Mangement
Florida
$17.7M +$79.7K +594 +0.5%
HLCM
634
Hi-Line Capital Management
South Dakota
$17.7M +$113K +845 +0.6%
BCM
635
Bourgeon Capital Management
Connecticut
$17.7M +$204K +1,524 +1%
RWP
636
RWA Wealth Partners
Massachusetts
$17.7M -$2.13M -15,227 -11%
KCM
637
Kanawha Capital Management
Virginia
$17.6M +$315K +2,348 +2%
GCA
638
Guardian Capital Advisors
Ontario, Canada
$17.5M +$9.76K +70 +0.1%
VLKIM
639
Van Lanschot Kempen Investment Management
Netherlands
$17.5M +$16.6M +124,020 +1,977%
FAB
640
First American Bank
Illinois
$17.4M +$196K +1,461 +1%
CWM
641
Curi Wealth Management
North Carolina
$17.4M -$155K -1,154 -0.9%
JAM
642
Jupiter Asset Management
United Kingdom
$17.4M -$3.08M -22,942 -15%
LW
643
Linscomb Wealth
Texas
$17.4M +$215K +1,600 +1%
RAM
644
Rempart Asset Management
Canada
$17.3M +$148K +1,105 +0.9%
BCV
645
Banque Cantonale Vaudoise
Switzerland
$17.1M +$1.09M +8,154 +7%
BMCM
646
Bryn Mawr Capital Management
Pennsylvania
$17M +$16.5M +122,730 +2,826%
VFA
647
Valeo Financial Advisors
Indiana
$17M +$277K +2,459 +2%
MC
648
Miramar Capital
Illinois
$17M +$77K +574 +0.5%
Optiver Holding
649
Optiver Holding
Netherlands
$17M +$17M +126,604 New
FLII
650
First Long Island Investors
New York
$17M -$505K -3,768 -3%
24 25
26
27 28