JPMorgan Chase
JPM
3,621 hedge funds and large institutions have $280B invested in JPMorgan Chase in 2022 Q4 according to their latest regulatory filings, with 419 funds opening new positions, 1,515 increasing their positions, 1,370 reducing their positions, and 128 closing their positions.
227% more first-time investments, than exits
New positions opened: 419 | Existing positions closed: 128
57% more funds holding in top 10
Funds holding in top 10: 341 → 534 (+193)
32% more capital invested
Capital invested by funds: $213B → $280B (+$67.7B)
11% more repeat investments, than reductions
Existing positions increased: 1,515 | Existing positions reduced: 1,370
7% more funds holding
Funds holding: 3,391 → 3,621 (+230)
1.24% more ownership
Funds ownership: 69.57% → 70.81% (+1.2%)
26% less call options, than puts
Call options by funds: $7.37B | Put options by funds: $10B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.78B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.6B |
| 3 |
Morgan Stanley
New York
|
+$1.02B |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$696M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$526M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$945M |
| 2 |
Two Sigma Advisers
New York
|
-$485M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$380M |
| 4 |
BlackRock
New York
|
-$372M |
| 5 |
Renaissance Technologies
New York
|
-$335M |
JPM Hedge Fund Activity: Q4 2022 in Review
3,621 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2022, worth a combined $280B — up 32% from $213B a quarter earlier.
Buyers outnumbered sellers: 419 funds opened new JPM positions and 128 closed out — a net gain of 291 holders — while 1,515 added to existing stakes and 1,370 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.78B. The largest seller was Arrowstreet Capital, cutting an estimated $945M.
- 3,621 institutional investors held JPMorgan Chase (JPM) as of Q4 2022, up from 3,391 in Q3 2022.
- Funds reported $280B of JPMorgan Chase stock for Q4 2022, up 32% quarter-over-quarter.
- 419 funds opened new JPMorgan Chase positions in Q4 2022 and 128 closed out, a net change of +291 holders.
- The largest JPMorgan Chase buyer in Q4 2022 was Capital World Investors, an estimated $1.78B added.
- The largest JPMorgan Chase seller in Q4 2022 was Arrowstreet Capital, an estimated $945M sold.
Based on aggregated 13F filings for Q4 2022.