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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 %
CGPCS
176
Capital Group Private Client Services
California
$147M -$1.27M -9,465 -0.9%
ZIM
177
Zacks Investment Management
Illinois
$147M +$9.79M +73,026 +7%
Cerity Partners
178
Cerity Partners
New York
$146M +$47.8M +350,368 +49%
Millennium Management
179
Millennium Management
New York
$145M +$3.45M +25,723 +2%
PF
180
Phoenix Financial
Israel
$144M +$84.4M +629,377 +142%
PCA
181
Personal Capital Advisors
California
$144M +$11.2M +83,224 +8%
JWBC
182
John W. Bristol & Co
New York
$141M +$191K +1,423 +0.1%
Aviva
183
Aviva
United Kingdom
$141M +$26.5M +197,532 +23%
PA
184
Paralel Advisors
Colorado
$138M – – –
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$138M +$4.36M +32,488 +3%
HA
186
Homestead Advisers
Virginia
$135M -$16.4M -122,700 -11%
Mawer Investment Management
187
Mawer Investment Management
Alberta, Canada
$135M -$5.46M -40,685 -4%
IG
188
ING Group
Netherlands
$134M +$55.1M +411,093 +70%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$133M -$14.5M -97,662 -10%
MPI
190
Mairs & Power Inc
Minnesota
$132M +$2.9M +21,606 +2%
Creative Planning
191
Creative Planning
Kansas
$131M +$13.6M +101,746 +12%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$131M -$2.68M -19,990 -2%
PI
193
PineBridge Investments
New York
$130M +$37.5M +279,725 +41%
BFS
194
Bradley Foster & Sargent
Connecticut
$130M -$388K -2,891 -0.3%
DLA
195
Douglas Lane & Associates
New York
$128M -$1.01M -7,568 -0.8%
AAMU
196
AEGON Asset Management (UK)
United Kingdom
$126M +$1.25M +9,338 +1%
GIA
197
Gateway Investment Advisers
Ohio
$126M -$4.65M -34,647 -4%
Macquarie Group
198
Macquarie Group
Australia
$123M +$6.74M +50,294 +6%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$122M -$14.3M -106,919 -11%
PCM
200
Penserra Capital Management
California
$122M +$22M +164,059 +22%
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