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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 %
SCA
276
STALEY CAPITAL ADVISERS
Pennsylvania
$64M +$379K +2,908 +0.6%
FAF
277
Fjarde Ap-fonden
Sweden
$63.3M +$313K +2,400 +0.5%
CS
278
Candriam SCA
Luxembourg
$62.1M +$35M +291,421 +129%
YCM
279
Yousif Capital Management
Michigan
$61.9M -$3.24M -24,833 -5%
UB
280
UMB Bank
Missouri
$61.4M -$665K -5,101 -1%
UIM
281
USS Investment Management
United Kingdom
$61.4M +$1.62M +12,399 +3%
BCM
282
Basswood Capital Management
New York
$61.2M – – –
SW
283
SVB Wealth
Massachusetts
$61.1M -$4.83M -37,094 -7%
PCM
284
Polaris Capital Management
Massachusetts
$60.8M -$743K -5,700 -1%
SPIA
285
Steward Partners Investment Advisory
New York
$60.2M +$348K +2,670 +0.6%
NIG
286
NFJ Investment Group
Texas
$59.9M -$39.7M -304,778 -40%
CFB
287
Cullen/Frost Bankers
Texas
$59.9M -$3.23M -24,753 -5%
ICG
288
InterOcean Capital Group
Tennessee
$59.9M +$2.33M +17,867 +4%
CAI
289
Capital Advisors Inc
Oklahoma
$59.8M +$1.23M +9,470 +2%
FCI
290
Financial Counselors Inc
Kansas
$59.8M -$135K -1,038 -0.2%
CIM
291
CCLA Investment Management
United Kingdom
$59.6M +$186K +1,431 +0.3%
EOJOAM
292
E. Ohman J:or Asset Management
Sweden
$59.6M +$502K +3,850 +0.8%
CA
293
Commerzbank Aktiengesellschaft
Germany
$59M +$5.06M +38,829 +9%
BAM
294
Berkshire Asset Management
Pennsylvania
$59M -$126K -970 -0.2%
Federated Hermes
295
Federated Hermes
Pennsylvania
$59M -$384M -2,949,648 -87%
Qube Research & Technologies (QRT)
296
Qube Research & Technologies (QRT)
United Kingdom
$58.8M +$58.8M +451,264 New
BMO
297
Beck Mack & Oliver
New York
$58.6M -$2.82M -21,631 -5%
OAC
298
OMERS Administration Corp
Ontario, Canada
$58.2M – – –
GF
299
Gabelli Funds
New York
$57.9M -$1.24M -9,495 -2%
BIP
300
Brandes Investment Partners
California
$57.8M +$11.4M +87,144 +24%
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