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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 %
First Trust Advisors
101
First Trust Advisors
Illinois
$297M -$10.3M -77,064 -3%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$295M +$110M +819,306 +59%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$291M -$24.4M -181,901 -8%
Victory Capital Management
104
Victory Capital Management
Texas
$283M -$4.9M -36,507 -2%
M&T Bank
105
M&T Bank
New York
$280M +$8.19M +61,105 +3%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$277M -$28.5M -212,900 -9%
William Blair & Company
107
William Blair & Company
Illinois
$275M +$19.1M +142,651 +7%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$274M +$40.6M +302,881 +17%
Corient Private Wealth
109
Corient Private Wealth
Florida
$274M +$274M +2,043,654 New
CI
110
Cincinnati Insurance
Ohio
$270M – – –
Bank Julius Baer & Co
111
Bank Julius Baer & Co
Switzerland
$268M +$12.6M +93,819 +5%
Jennison Associates
112
Jennison Associates
New York
$268M +$17.9M +133,378 +7%
TIM
113
Thornburg Investment Management
New Mexico
$264M +$18.7M +139,518 +8%
HNB
114
Huntington National Bank
Ohio
$258M -$250K -1,868 -0.1%
AS
115
Altshuler Shaham
Israel
$258M +$157M +1,171,402 +156%
KeyBank National Association
116
KeyBank National Association
Ohio
$258M -$7.57M -56,476 -3%
Pzena Investment Management
117
Pzena Investment Management
New York
$257M +$309K +2,307 +0.1%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$255M -$44.1M -329,151 -15%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$251M +$8.06M +60,099 +3%
Mariner
120
Mariner
Kansas
$250M +$12.9M +96,049 +5%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$248M -$23.3M -174,085 -9%
GRQ
122
Gardner Russo & Quinn
Pennsylvania
$247M -$11.3M -84,500 -4%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$246M -$2.23M -16,641 -0.9%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$240M -$58.2M -433,655 -20%
HTC
125
Haverford Trust Company
Pennsylvania
$240M +$696K +5,192 +0.3%
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5
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