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JPMorgan Chase
JPM

Overview Fund Activity

3,580 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 188 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
3,580
Holders Change
-21
Holders Change %
-0.58%
% 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
188
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 %
Deutsche Bank
26
Deutsche Bank
Germany
$1.95B -$178M -1,368,000 -8%
Franklin Resources
27
Franklin Resources
California
$1.84B -$115M -886,298 -6%
Invesco
28
Invesco
Georgia
$1.7B -$98.1M -752,761 -5%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.68B -$37.9M -291,279 -2%
DZ Bank
30
DZ Bank
Germany
$1.66B -$12.7M -97,782 -0.8%
UBS AM
31
UBS AM
Illinois
$1.41B -$27.2M -208,770 -2%
Boston Partners
32
Boston Partners
Massachusetts
$1.24B -$39.1M -299,047 -3%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$1.17B +$59.1M +453,625 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.13B +$102M +749,989 +10%
RJA
35
Raymond James & Associates
Florida
$1.12B +$8.28M +63,520 +0.7%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$1.12B -$3.31M -25,363 -0.3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.1B +$41.2M +316,375 +4%
ClearBridge Investments
38
ClearBridge Investments
New York
$1.07B +$111M +849,027 +11%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.03B -$49.3M -378,130 -5%
Sanders Capital
40
Sanders Capital
Florida
$973M -$150M -1,152,933 -13%
AllianceBernstein
41
AllianceBernstein
Tennessee
$941M +$93.6M +718,463 +11%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$940M -$22.4M -172,206 -2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$897M +$18.6M +143,205 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$837M +$28.9M +221,738 +4%
Principal Financial Group
45
Principal Financial Group
Iowa
$820M +$45M +345,383 +6%
QP
46
Quilter Plc
United Kingdom
$806M -$25.3M -25,511 -3%
CS
47
Credit Suisse
Switzerland
$799M +$21.6M +165,555 +3%
Primecap Management
48
Primecap Management
California
$792M -$414M -3,179,720 -34%
Bessemer Group
49
Bessemer Group
New Jersey
$791M +$11.2M +85,904 +1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$730M +$2.78M +21,352 +0.4%
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