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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 %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$238M -$17.8M -132,970 -7%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$231M -$455K -3,392 -0.2%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$230M +$48.2M +359,224 +26%
BWA
129
Brave Warrior Advisors
New York
$229M -$3.5M -26,136 -2%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$228M +$5.3M +39,498 +2%
KBC Group
131
KBC Group
Belgium
$226M +$59.5M +443,754 +36%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$225M +$4.81M +35,851 +2%
CCM
133
Cullen Capital Management
New York
$214M -$62.1M -463,095 -23%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$213M -$17M -126,565 -7%
MGIM
135
M&G Investment Management
United Kingdom
$212M +$43.4M +323,556 +26%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$212M -$64.5M -480,884 -23%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$209M +$3.37M +25,109 +2%
EIP
138
Epoch Investment Partners
New York
$208M +$5.88M +43,821 +3%
SO
139
STRS Ohio
Ohio
$206M +$4.26M +31,771 +2%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$205M +$24.8M +184,715 +14%
Aberdeen Group
141
Aberdeen Group
United Kingdom
$204M +$18.6M +138,911 +10%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$202M -$30.1M -224,393 -13%
Marshall Wace
143
Marshall Wace
United Kingdom
$195M -$301M -2,247,728 -61%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$193M +$8.82M +65,778 +5%
SC
145
Scotia Capital
Ontario, Canada
$191M -$3.94M -29,359 -2%
SCM
146
Smead Capital Management
Arizona
$188M +$16.1M +120,267 +9%
HAM
147
HoldCo Asset Management
Florida
$187M +$187M +1,398,078 New
AACR
148
ACR Alpine Capital Research
Missouri
$187M -$2M -14,928 -1%
Brown Advisory
149
Brown Advisory
Maryland
$182M +$482K +3,598 +0.3%
Asset Management One
150
Asset Management One
Japan
$181M -$2.37M -17,788 -1%
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