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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 %
MCI
426
McDonald Capital Investors
California
$34M -$516K -3,960 -1%
ESBC
427
E.S. Barr & Co
Kentucky
$34M -$216K -1,656 -0.6%
TAM
428
Taurus Asset Management
New York
$33.8M -$659K -5,056 -2%
MME
429
Meag Munich Ergo
Germany
$33.4M -$304K -2,336 -0.9%
CGIM
430
Capital Group Investment Management
Singapore
$32.7M -$18.8M -144,237 -37%
AAM
431
Advisors Asset Management
Colorado
$32.6M -$4.07M -31,243 -11%
FNBOO
432
First National Bank of Omaha
Nebraska
$32.5M -$608K -4,666 -2%
PFM
433
Parsec Financial Management
North Carolina
$32.4M -$1.09M -8,399 -3%
FNT
434
First National Trust
Pennsylvania
$32.4M -$892K -6,845 -3%
HIMCH
435
Hartford Investment Management Co (HIMCO)
Connecticut
$32.3M +$4.56M +34,971 +16%
Wealthfront Advisers
436
Wealthfront Advisers
California
$32.3M +$477K +3,661 +1%
MHC
437
Meyer Handelman Company
New York
$32.3M -$169K -1,300 -0.5%
DILIC
438
Dai-ichi Life Insurance Company
Japan
$32M +$1.3M +10,002 +4%
BS
439
Banco Santander
Spain
$31.9M -$10.1M -77,610 -24%
ISL
440
Ingalls & Snyder LLC
New York
$31.7M +$45.6K +350 +0.1%
SAM
441
Securian Asset Management
Minnesota
$31.6M +$222K +1,705 +0.7%
BPWM
442
Badgley Phelps Wealth Managers
Washington
$31.4M +$595K +4,568 +2%
Walleye Trading
443
Walleye Trading
New York
$31.3M +$1.21M +9,291 +4%
WSFS
444
Wilmington Savings Fund Society
Delaware
$31.2M -$5.73K -44 -0%
HIMC
445
Heritage Investors Management Corp
Maryland
$31.2M +$315K +2,417 +1%
BB
446
Busey Bank
Illinois
$31.1M +$284K +2,179 +0.9%
TAM
447
Tocqueville Asset Management
New York
$31.1M -$170K -1,305 -0.5%
JAFL
448
Jay A. Fishman Ltd
Michigan
$31M -$362K -2,780 -1%
PWP
449
Private Wealth Partners
California
$31M +$1.4M +10,766 +5%
GI
450
Gradient Investments
Minnesota
$30.9M +$1.14M +8,752 +4%
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