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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.28B
2
State Street
2
State Street
Massachusetts
$16.1B
3
CSA
3
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
4
Primecap Management
California
$792M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
3601
LMR Partners
United Kingdom
– -$6.3M -46,978 Closed
HP
3602
Highlander Partners
Texas
– -$6.09M -45,400 Closed
CIM
3603
Chiron Investment Management
New York
– -$5.87M -43,769 Closed
WAM
3604
Wilson Asset Management
Australia
– -$5.58M -41,597 Closed
VIG
3605
Vienna Insurance Group
Poland
– -$5.54M -41,320 Closed
Capstone Investment Advisors
3606
Capstone Investment Advisors
New York
– -$4.01M -29,868 Closed
WCM
3607
Wisconsin Capital Management
Wisconsin
– -$3.55M -26,469 Closed
P
3608
Pariax
California
– -$3.5M -26,078 Closed
LIP
3609
Liontrust Investment Partners
United Kingdom
– -$3.35M -25,000 Closed
GKFF
3610
George Kaiser Family Foundation
Oklahoma
– -$2.9M -21,657 Closed
PE
3611
Point72 Europe
United Kingdom
– -$2.63M -19,600 Closed
SCI
3612
Stableford Capital II
Arizona
– -$2.69M -19,595 Closed
TNAM
3613
Terra Nova Asset Management
New York
– -$2.61M -19,440 Closed
EFS
3614
Econ Financial Services
Pennsylvania
– -$2.51M -18,717 Closed
GIM
3615
Guild Investment Management
California
– -$2.26M -16,875 Closed
CP
3616
CenterBook Partners
Connecticut
– -$2.25M -16,791 Closed
MCI
3617
MRP Capital Investments
Georgia
– -$2.23M -16,662 Closed
HCC
3618
Hirtle Callaghan & Co
Pennsylvania
– -$2.18M -16,276 Closed
BIP
3619
Blue Investment Partners
California
– -$1.75M -13,071 Closed
MMC
3620
Mizuho Markets Cayman
Cayman Islands
– -$1.5M -11,190 Closed
EAM
3621
Empirical Asset Management
Massachusetts
– -$130K -10,735 Closed
PP
3622
Paloma Partners
Connecticut
– -$1.4M -10,471 Closed
MFS
3623
Mirabella Financial Services
United Kingdom
– -$1.3M -9,700 Closed
XT
3624
XTX Topco
Cayman Islands
– -$1.07M -7,957 Closed
TF
3625
Threadgill Financial
Texas
– -$987K -7,361 Closed
143 144
145
146 147