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JPMorgan Chase
JPM

Overview Fund Activity

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.05B
2
Norges Bank
Norges Bank
Norway
$4.37B
3
Goldman Sachs
Goldman Sachs
New York
$2.37B
4
SP
Sarasin & Partners
United Kingdom
$325M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.27B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.28B
2
State Street
State Street
Massachusetts
$16.1B
3
CSA
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
Primecap Management
California
$792M
5
Federated Hermes
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
251
Optiver Holding
Netherlands
$79.8M +$63.3M +485,618 +384%
TPSF
252
Texas Permanent School Fund
Texas
$79.7M +$25.4M +195,115 +47%
EWM
253
Evercore Wealth Management
New York
$78.9M +$156K +1,195 +0.2%
NAM
254
Nissay Asset Management
Japan
$78.4M -$19.6M -150,218 -20%
Axa
255
Axa
France
$77.2M +$1.26M +9,673 +2%
QPBE
256
Quintet Private Bank (Europe)
Luxembourg
$75.2M +$75.2M +577,250 New
CG
257
Colony Group
Massachusetts
$74M -$6.73M -51,639 -8%
C
258
Consulta
United Kingdom
$71.7M – – –
CIC
259
Crawford Investment Counsel
Georgia
$71.5M -$14.1M -108,339 -16%
WGAM
260
Wilkinson Global Asset Management
New York
$71.4M -$1.38M -10,561 -2%
AQR Capital Management
261
AQR Capital Management
Connecticut
$71.3M -$39.9M -309,704 -36%
II
262
IFM Investors
Australia
$71.2M +$3.04M +23,296 +4%
FMI
263
Factory Mutual Insurance
Massachusetts
$69.5M -$2.91M -22,300 -4%
VRS
264
Virginia Retirement Systems
Virginia
$69.3M +$9.3M +71,380 +15%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$68.7M -$1.33M -10,188 -2%
TF
266
TIAA FSB
Florida
$68.5M +$1.54M +11,800 +2%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$68.5M +$4.93M +37,807 +8%
URS
268
Utah Retirement Systems
Utah
$67.7M +$208K +1,600 +0.3%
CW
269
Connectus Wealth
Ohio
$67.4M +$500K +3,836 +0.7%
TG
270
TCW Group
California
$66.1M +$2.07M +15,855 +3%
FWIA
271
Fort Washington Investment Advisors
Ohio
$66.1M +$628K +4,818 +1%
CIP
272
Cornerstone Investment Partners
Georgia
$66M -$3.97M -30,458 -6%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$64.8M +$188K +1,439 +0.3%
Impax Asset Management Group
274
Impax Asset Management Group
United Kingdom
$64.8M +$1.48M +11,342 +2%
PNC
275
Park National Corp
Ohio
$64.5M +$458K +3,513 +0.7%
9 10
11
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