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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
+$814M
2
Norges Bank
Norges Bank
Norway
+$590M
3
Goldman Sachs
Goldman Sachs
New York
+$379M
4
SP
Sarasin & Partners
United Kingdom
+$316M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$298M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.63B
2
State Street
State Street
Massachusetts
-$766M
3
CSA
Cottage Street Advisors
Massachusetts
-$530M
4
Primecap Management
Primecap Management
California
-$414M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
301
Samlyn Capital
New York
$57.4M +$57.4M +440,288 New
MOACM
302
Mutual of America Capital Management
New York
$57.2M +$9.38K +72 +0%
SYBT
303
Stock Yards Bank & Trust
Kentucky
$56.6M +$434K +3,331 +0.8%
GT
304
Glenview Trust
Kentucky
$56.4M +$1.56M +11,945 +3%
RCM
305
RNC Capital Management
California
$56.4M +$300K +2,306 +0.5%
IMCOOI
306
Investment Management Corp of Ontario (IMCO)
Canada
$56M -$507K -3,892 -0.9%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$55.3M -$8.23M -63,188 -13%
PA
308
Pinnacle Associates
New York
$54.9M -$157K -1,206 -0.3%
ABI
309
Abrams Bison Investments
Maryland
$54.7M – – –
KAS
310
Kestra Advisory Services
Texas
$54.6M -$13.7M -105,017 -20%
NYLIM
311
New York Life Investment Management
New York
$54.3M +$131K +1,008 +0.2%
CRC
312
Curi RMB Capital
Illinois
$54.2M +$1.88M +14,428 +4%
ASC
313
Atalanta Sosnoff Capital
New York
$54.1M -$73.4K -563 -0.1%
BTCPP
314
Border to Coast Pensions Partnership
United Kingdom
$54M +$7.76M +59,554 +17%
CI
315
Cambiar Investors
Colorado
$53.8M +$3.87M +29,685 +8%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$53.7M – – –
PWLP
317
Prio Wealth Limited Partnership
Massachusetts
$53.6M -$1.59M -12,199 -3%
DCM
318
Donaldson Capital Management
Indiana
$52.9M +$11.2M +85,622 +27%
SOADOR
319
State of Alaska Department of Revenue
Alaska
$52.7M -$806K -6,183 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$52.6M +$12M +91,900 +29%
CF
321
Cantor Fitzgerald
New York
$52.3M +$53K +407 +0.1%
BSA
322
Braun Stacey Associates
New York
$52.2M +$26.2M +201,298 +101%
GPA
323
Guidance Point Advisors
Massachusetts
$52.2M +$130 +1 +0%
ABC
324
Associated Banc-Corp
Wisconsin
$51.7M +$624K +4,791 +1%
SF
325
Synovus Financial
Georgia
$51.2M +$18K +138 +0%
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