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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 %
GC
351
Guggenheim Capital
Illinois
$47M +$1.78M +13,677 +4%
NA
352
NewEdge Advisors
Louisiana
$46.8M +$4.2M +32,178 +10%
AAB
353
ABN AMRO Bank
Netherlands
$46.4M +$46.4M +355,552 New
PWP
354
Principle Wealth Partners
Connecticut
$46.1M -$18.4K -141 -0%
CVA
355
Ceredex Value Advisors
Florida
$45.9M -$22M -169,048 -32%
ATN
356
AMF Tjänstepension
Sweden
$45.6M +$45.6M +349,613 New
AWM
357
AE Wealth Management
Kansas
$45.5M +$1.62M +12,413 +4%
IAIM
358
Industrial Alliance Investment Management
Quebec, Canada
$45.4M -$21.7M -166,466 -32%
CAN
359
Cetera Advisor Networks
California
$45.3M +$709K +5,442 +2%
Ninety One (UK)
360
Ninety One (UK)
United Kingdom
$45.1M -$12.1M -92,793 -21%
CIC
361
Carnegie Investment Counsel
Ohio
$45.1M +$2.01M +15,420 +5%
CTB
362
Country Trust Bank
Illinois
$45.1M -$3.45M -26,462 -7%
CNB
363
Czech National Bank
Czech Republic
$45M +$256K +1,968 +0.6%
WBC
364
Westpac Banking Corp
Australia
$44.9M +$4.32M +33,189 +11%
Vontobel Holding
365
Vontobel Holding
Switzerland
$44.9M -$941K -7,221 -2%
GI
366
GAMCO Investors
Connecticut
$44.7M -$5.64M -43,281 -11%
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$44.7M +$812K +6,233 +2%
JEST
368
JTC Employer Solutions Trustee
Jersey
$44.5M -$55.9K -429 -0.1%
CM
369
Capula Management
Cayman Islands
$44.2M +$41.4M +317,638 +1,452%
GFI
370
Global Frontier Investments
South Carolina
$44.2M – – –
Lazard Asset Management
371
Lazard Asset Management
New York
$44M -$25.4M -194,704 -37%
RJT
372
Raymond James Trust
Florida
$43.3M +$1.17M +8,956 +3%
Cetera Investment Advisers
373
Cetera Investment Advisers
Illinois
$43.3M -$1.27M -9,762 -3%
DRZID
374
DePrince Race & Zollo Inc (DRZ)
Florida
$43.2M -$788K -6,048 -2%
IMPI
375
Ilmarinen Mutual Pension Insurance
Finland
$42.5M +$10.2M +78,000 +31%
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