JPMorgan Chase
JPM
3,625 hedge funds and large institutions have $275B invested in JPMorgan Chase in 2022 Q4 according to their latest regulatory filings, with 420 funds opening new positions, 1,516 increasing their positions, 1,370 reducing their positions, and 128 closing their positions.
228% more first-time investments, than exits
New positions opened: 420 | Existing positions closed: 128
76% more capital inflows, than outflows
Capital inflows: $15.1B | Capital outflows: $8.59B
58% more funds holding in top 10
Funds holding in top 10: 339 → 534 (+195)
11% more repeat investments, than reductions
Existing positions increased: 1,516 | Existing positions reduced: 1,370
7% more funds holding
Funds holding: 3,395 → 3,625 (+230)
0.54% more ownership
Funds ownership: 69.34% → 69.88% (+0.54%)
26% less call options, than puts
Call options by funds: $7.27B | Put options by funds: $9.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.78B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.6B |
| 3 |
Morgan Stanley
New York
|
+$1.02B |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$696M |
| 5 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$526M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$945M |
| 2 |
Two Sigma Advisers
New York
|
-$485M |
| 3 |
BlackRock
New York
|
-$372M |
| 4 |
Renaissance Technologies
New York
|
-$335M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$285M |
JPM Hedge Fund Activity: Q4 2022 in Review
3,625 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2022, worth a combined $275B — up 29% from $213B a quarter earlier.
Buyers outnumbered sellers: 420 funds opened new JPM positions and 128 closed out — a net gain of 292 holders — while 1,516 added to existing stakes and 1,370 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.78B. The largest seller was Arrowstreet Capital, cutting an estimated $945M.
- 3,625 institutional investors held JPMorgan Chase (JPM) as of Q4 2022, up from 3,395 in Q3 2022.
- Funds reported $275B of JPMorgan Chase stock for Q4 2022, up 29% quarter-over-quarter.
- 420 funds opened new JPMorgan Chase positions in Q4 2022 and 128 closed out, a net change of +292 holders.
- The largest JPMorgan Chase buyer in Q4 2022 was Capital World Investors, an estimated $1.78B added.
- The largest JPMorgan Chase seller in Q4 2022 was Arrowstreet Capital, an estimated $945M sold.
Based on aggregated 13F filings for Q4 2022.