JPM icon

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 %
Nomura Holdings
401
Nomura Holdings
Japan
$38.4M +$32.3M +247,952 +527%
NSIM
402
North Star Investment Management
Illinois
$37.9M +$935K +7,176 +3%
PR
403
Payden & Rygel
California
$37.8M -$3.85M -29,580 -9%
AAP
404
Aristotle Atlantic Partners
Florida
$37.3M -$3.56M -27,354 -9%
BIAS
405
Beacon Investment Advisory Services
New Jersey
$37.2M -$962K -7,384 -3%
PC
406
PM Capital
Australia
$37.1M – – –
HPC
407
HM Payson & Co
Maine
$37M -$317K -2,433 -0.8%
IMC Chicago
408
IMC Chicago
Illinois
$36.9M +$36.9M +283,392 New
BIM
409
Bridges Investment Management
Nebraska
$36.3M -$5.19M -39,855 -13%
CI
410
Conning Inc
Connecticut
$36.2M -$3.12M -23,943 -8%
ST
411
Sabal Trust
Florida
$36.1M -$190K -1,455 -0.5%
SC
412
Searle & Co
Connecticut
$36.1M – – –
NAM
413
NorthCrest Asset Manangement
Minnesota
$36M +$6.51M +49,968 +22%
MPM
414
MBB Public Markets
Illinois
$35.9M +$2.73M +20,969 +8%
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$35.8M -$3.29M -25,225 -8%
ZIC
416
ZWJ Investment Counsel
Georgia
$35.8M -$708K -5,437 -2%
DWM
417
Destination Wealth Management
California
$35.6M -$12.5K -96 -0%
First Manhattan
418
First Manhattan
New York
$35.6M -$318K -2,455 -0.9%
SI
419
Stephens Inc
Arkansas
$35.6M +$135K +1,033 +0.4%
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$35.6M +$6.2M +47,551 +21%
EB
421
Eastern Bank
Massachusetts
$35.5M -$3.74M -28,674 -10%
MVP
422
Miller Value Partners
Florida
$35.2M -$10.3M -79,264 -23%
NIM
423
Nexus Investment Management
Ontario, Canada
$34.4M -$156K -1,200 -0.5%
ATC
424
Argent Trust Co
Tennessee
$34.2M -$814K -6,248 -2%
BCIM
425
British Columbia Investment Management
British Columbia, Canada
$34.2M +$266K +2,040 +0.8%
15 16
17
18 19