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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
1
Capital World Investors
California
$7.12B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.09B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.92B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.01B
5
CSA
5
Cottage Street Advisors
Massachusetts
$674M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
4
BlackRock
New York
$26.1B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$787M -$21.3M -158,983 -3%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$757M +$45.6M +339,850 +6%
Amundi
53
Amundi
France
$750M +$87M +623,230 +13%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$749M +$30.5M +227,179 +4%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$731M +$4.7M +35,082 +0.6%
CSA
56
Cottage Street Advisors
Massachusetts
$674M +$668M +4,064,396 +11,378%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$673M +$9.26M +69,018 +1%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$671M -$13.3M -98,967 -2%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$648M -$60.1M -447,880 -8%
GA
60
Greenhaven Associates
New York
$643M -$3.38M -25,200 -0.5%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$638M +$1.36M +10,116 +0.2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$634M +$43.4M +323,779 +7%
Stifel Financial
63
Stifel Financial
Missouri
$609M +$2.67M +19,913 +0.4%
US Bancorp
64
US Bancorp
Minnesota
$574M +$80.2M +597,825 +16%
DSA
65
Davis Selected Advisers
Arizona
$573M -$22.6M -168,160 -4%
Swedbank
66
Swedbank
Sweden
$565M +$6.99M +52,143 +1%
OTPPB
67
Ontario Teachers' Pension Plan Board
Ontario, Canada
$557M +$557M +4,152,060 New
APG Asset Management
68
APG Asset Management
Netherlands
$555M +$79.1M +589,609 +17%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$554M +$3.52M +26,218 +0.6%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$529M -$82M -616,706 -13%
Fidelity International
71
Fidelity International
Bermuda
$528M -$252M -1,880,179 -32%
National Pension Service
72
National Pension Service
South Korea
$524M -$621K -4,632 -0.1%
PIF
73
Public Investment Fund
Saudi Arabia
$516M – – –
Prudential Financial
74
Prudential Financial
New Jersey
$492M -$28.8M -215,000 -6%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$477M +$31.2M +232,991 +7%
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