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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 %
WHG
151
Westwood Holdings Group
Texas
$180M +$24.7M +184,461 +16%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$177M -$4.61M -34,366 -3%
Osaic Holdings
153
Osaic Holdings
Arizona
$177M +$16.1M +119,845 +10%
BTW
154
Boston Trust Walden
Massachusetts
$176M +$9.51M +70,927 +6%
Loomis, Sayles & Company
155
Loomis, Sayles & Company
Massachusetts
$176M -$9.42M -70,263 -5%
CB
156
Commerce Bank
Missouri
$175M -$3.53M -26,306 -2%
FMI
157
Fiduciary Management Inc
Wisconsin
$175M -$21.3M -158,709 -11%
RCAMU
158
Rothschild & Co Asset Management US
Connecticut
$174M +$3.24M +24,181 +2%
GT
159
Glenmede Trust
Pennsylvania
$173M -$404K -3,009 -0.2%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$172M +$4.46M +33,250 +3%
DC
161
Davenport & Co
Virginia
$171M +$1.88M +14,056 +1%
RFC
162
Regions Financial Corp
Alabama
$168M -$6.06M -45,201 -3%
BG
163
Bahl & Gaynor
Ohio
$166M -$29.7M -221,127 -15%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$165M +$12.3M +91,574 +8%
CWM
165
CIBC World Markets
New York
$165M -$113K -846 -0.1%
JFL
166
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M -$4.7M -35,018 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M -$113M -845,545 -42%
RG
168
Rathbones Group
United Kingdom
$153M +$9.38M +69,922 +7%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$153M -$250M -1,866,275 -62%
PAM
170
Panagora Asset Management
Massachusetts
$152M +$19.1M +142,444 +14%
Rafferty Asset Management
171
Rafferty Asset Management
New York
$151M +$16.4M +122,354 +12%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$151M -$191M -1,424,875 -56%
Nomura Asset Management
173
Nomura Asset Management
Japan
$150M +$13.3M +99,151 +10%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$149M +$18.3M +136,353 +14%
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$147M +$2.37M +22,271 +2%
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