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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 %
BCM
326
Becker Capital Management
Oregon
$51.2M -$2.07M -15,878 -4%
WPC
327
Waters Parkerson & Co
Louisiana
$50.9M +$109K +836 +0.2%
X
328
Xponance
Pennsylvania
$50.8M +$1.43M +11,004 +3%
PI
329
PFS Investments
Georgia
$50.5M +$5.3M +41,611 +12%
TH
330
TCTC Holdings
Texas
$50.5M +$798K +6,127 +2%
CII
331
Capital International Inc
California
$50.4M -$5.65M -43,334 -10%
CPSAC
332
Chas P. Smith & Associates (CPS)
Florida
$50.1M +$303K +2,326 +0.6%
GIBU
333
Gulf International Bank (UK)
United Kingdom
$50M -$13.9M -107,000 -22%
DADC
334
D.A. Davidson & Co
Montana
$49.9M +$945K +7,257 +2%
NC
335
Nicholas Company
Wisconsin
$49.8M – – –
SCP
336
Seizert Capital Partners
Michigan
$49.4M -$3.28M -25,149 -6%
Millennium Management
337
Millennium Management
New York
$49.2M -$91.8M -704,739 -65%
BNP Paribas Asset Management
338
BNP Paribas Asset Management
France
$48.8M +$3.58M +27,501 +8%
IIM
339
INTECH Investment Management
Florida
$48.7M +$5.81M +44,559 +14%
O
340
Ossiam
France
$48.6M +$13.5M +103,560 +38%
PMG
341
Private Management Group
California
$48.4M +$171K +1,315 +0.4%
ACM
342
Advisors Capital Management
New Jersey
$48.3M +$744K +5,710 +2%
AIA
343
Avalon Investment & Advisory
Texas
$48.2M -$2.4M -18,405 -5%
CT
344
Cambridge Trust
Massachusetts
$48.2M -$940K -7,215 -2%
VDI
345
Vaughan David Investments
Illinois
$48.1M -$140K -1,076 -0.3%
ELC
346
Edgar Lomax Company
Virginia
$48M +$40.2M +308,270 +511%
RMDI
347
R.M. Davis Inc
Maine
$48M -$1.56M -11,976 -3%
LWCA
348
Locust Wood Capital Advisers
New York
$47.9M -$4.43M -34,015 -8%
OC
349
Oppenheimer & Co
New York
$47.6M +$1.77M +13,595 +4%
Dodge & Cox
350
Dodge & Cox
California
$47.3M -$6.67M -51,200 -12%
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