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

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
BlackRock
New York
$26.1B
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$476M +$31.6M +239,109 +7%
Citigroup
77
Citigroup
New York
$469M -$197M -1,465,549 -30%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$466M -$5.97M -44,542 -1%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$462M +$36M +268,483 +8%
Federated Hermes
80
Federated Hermes
Pennsylvania
$456M +$1.42M +10,626 +0.3%
Citadel Advisors
81
Citadel Advisors
Florida
$440M -$295M -2,202,641 -40%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$428M -$5.03M -37,510 -1%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$413M -$37.4M -279,028 -8%
Truist Financial
84
Truist Financial
North Carolina
$401M +$14.2M +105,659 +4%
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$387M +$5.55M +41,380 +1%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$382M -$42M -312,988 -10%
CWP
87
Capital Wealth Planning
Florida
$379M +$32.5M +242,224 +9%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$368M +$161M +1,201,765 +78%
PI
89
Putnam Investments
Massachusetts
$366M +$2.56M +19,082 +0.7%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$363M +$9.56M +71,281 +3%
LPL Financial
91
LPL Financial
California
$354M +$16.9M +125,724 +5%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$348M -$185M -1,378,200 -35%
Allianz Asset Management
93
Allianz Asset Management
Germany
$341M -$54.2M -404,436 -14%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$336M +$1.37M +13,734 +0.4%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$326M -$24.6M -183,323 -7%
HighTower Advisors
96
HighTower Advisors
Illinois
$320M +$13M +96,811 +4%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$309M -$4.81M -35,834 -2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$307M +$629K +4,693 +0.2%
Canada Life
99
Canada Life
Manitoba, Canada
$303M -$7.07M -52,497 -2%
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$298M +$33.3M +246,200 +13%
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