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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
1
Capital World Investors
California
$7.12B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.09B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.92B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.01B
5
CSA
5
Cottage Street Advisors
Massachusetts
$674M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$11.2M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$34.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.15B
4
BlackRock
4
BlackRock
New York
$26.1B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.8B +$279M +2,082,860 +0.8%
BlackRock
2
BlackRock
New York
$26.1B -$394M -2,936,091 -1%
State Street
3
State Street
Massachusetts
$17.4B +$111M +825,193 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$7.92B +$1.08B +8,088,433 +16%
Bank of America
5
Bank of America
North Carolina
$7.45B +$292M +2,174,203 +4%
Capital World Investors
6
Capital World Investors
California
$7.12B +$1.89B +14,077,797 +36%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.86B +$145M +1,082,325 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.01B +$737M +5,495,694 +14%
Capital International Investors
9
Capital International Investors
California
$5.73B +$339M +2,525,447 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$5.37B +$259M +1,929,600 +5%
AWA
11
Arete Wealth Advisors
Illinois
$5.07B +$193M +1,442 +4%
Northern Trust
12
Northern Trust
Illinois
$4.52B -$39.6M -295,480 -0.9%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$4.32B -$87.7M -653,960 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.14B +$388M +2,890,252 +10%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$4.09B +$1.7B +12,654,947 +71%
Norges Bank
16
Norges Bank
Norway
$3.89B +$219M +1,634,846 +6%
Wells Fargo
17
Wells Fargo
California
$3.42B -$22.9M -170,888 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.02B +$96.2M +717,310 +3%
Ameriprise
19
Ameriprise
Minnesota
$3.01B -$80M -596,189 -3%
Charles Schwab
20
Charles Schwab
California
$2.66B +$68.1M +513,422 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.54B -$156M -1,160,572 -6%
UBS Group
22
UBS Group
Switzerland
$2.31B +$121M +898,628 +5%
Capital Research Global Investors
23
Capital Research Global Investors
California
$2.24B +$510M +3,805,200 +29%
Deutsche Bank
24
Deutsche Bank
Germany
$2.19B -$8.42M -62,760 -0.4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$2.05B -$46.2M -344,521 -2%
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