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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 %
NNPTE
651
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$16.9M -$63.4K -473 -0.4%
NA
652
NewEdge Advisors
Louisiana
$16.9M +$1.96M +37,839 +13%
SGK
653
Steigerwald Gordon & Koch
Virginia
$16.9M +$287K +2,137 +2%
HWM
654
HB Wealth Management
Georgia
$16.9M +$2.79M +20,769 +20%
BHIA
655
Birch Hill Investment Advisors
Massachusetts
$16.8M +$157K +1,172 +0.9%
CC
656
Cannell & Co
New York
$16.8M +$2.49M +18,547 +17%
AC
657
Allstate Corporation
Illinois
$16.8M +$281K +2,099 +2%
AIM
658
Allstate Investment Management
Illinois
$16.8M +$16.8M +124,964 New
JMFC
659
J.M. Forbes & Co
Massachusetts
$16.7M -$376K -2,801 -2%
NW
660
NewEdge Wealth
Pennsylvania
$16.6M +$1.07M +7,982 +7%
KFP
661
KMG Fiduciary Partners
Ohio
$16.6M +$407K +3,033 +3%
AIM
662
Achmea Investment Management
Netherlands
$16.6M -$908K -7,228 -5%
KWILP
663
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.6M -$4.42M -32,925 -21%
B
664
Bailard
California
$16.6M +$642K +4,791 +4%
CANC
665
Culbertson A N & Co
Virginia
$16.5M -$27.4K -204 -0.2%
AIMC
666
Alley Investment Management Company
Illinois
$16.5M -$212K -1,584 -1%
PI
667
PGGM Investments
Netherlands
$16.2M -$121K -903 -0.7%
MWM
668
Meridian Wealth Management
Kentucky
$16.2M +$1.15M +8,596 +8%
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$16.2M -$5.48M -40,892 -25%
M
670
MOTCO
Texas
$16.2M -$514K -3,830 -3%
FPCM
671
Financial Partners Capital Management
New York
$16.1M -$32.9K -245 -0.2%
TPCW
672
TD Private Client Wealth
New York
$15.9M +$240K +1,791 +2%
WSTAM
673
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$792K +5,905 +5%
PI
674
PEAK6 Investments
Illinois
$15.9M -$6.7M -49,926 -30%
BHB
675
Bank Hapoalim BM
Israel
$15.7M -$805K -6,005 -5%
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