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 %
CA
476
Cetera Advisors
Colorado
$28.4M -$1.54M -11,823 -5%
MG
477
Markel Group
Virginia
$28.2M – – –
SPC
478
Stewart & Patten Company
California
$28.2M -$339K -2,603 -1%
OC
479
Oakworth Capital
Alabama
$28.2M +$107K +824 +0.4%
MAA
480
Matrix Asset Advisors
New York
$28M -$522K -4,002 -2%
CAG
481
Crestwood Advisors Group
Massachusetts
$28M -$2.05M -15,694 -7%
SSWM
482
Smith Salley Wealth Management
North Carolina
$27.9M +$798K +6,121 +3%
GW
483
GW & Wade
Massachusetts
$27.7M +$452K +3,468 +2%
HCMT
484
Highland Capital Management (Tennessee)
Tennessee
$27.6M -$128K -984 -0.5%
NIM
485
Northeast Investment Management
Massachusetts
$27.5M +$259K +1,991 +1%
CIS
486
Capital International Sarl
California
$27.5M +$2.16M +16,553 +9%
GL
487
Gemsstock Ltd
United Kingdom
$27.4M +$17M +130,800 +165%
ACH
488
ArrowMark Colorado Holdings
Colorado
$27.3M -$21.4M -164,000 -44%
MIM
489
Manitou Investment Management
Ontario, Canada
$27.2M -$613K -4,703 -2%
CIP
490
Chartwell Investment Partners
Pennsylvania
$27.2M -$6.05M -46,394 -18%
HCMG
491
Howard Capital Management Group
California
$27.1M -$111K -849 -0.4%
CTA
492
Chesley Taft & Associates
Illinois
$27M -$141K -1,081 -0.5%
OCBCO
493
Oversea-Chinese Banking Corp (OCBC)
Singapore
$27M +$2.78M +21,369 +12%
USAA
494
United Services Automobile Association
Texas
$26.9M +$12.7M +97,446 +90%
ACI
495
Alpha Cubed Investments
California
$26.9M -$3.19M -24,443 -11%
LI
496
LMCG Investments
Massachusetts
$26.7M -$159K -1,220 -0.6%
ECM
497
Estabrook Capital Management
New York
$26.6M +$709K +5,438 +3%
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$26.5M -$1.11M -8,500 -4%
FBA
499
Front Barnett Associates
Illinois
$26.2M +$3.52K +27 +0%
NP
500
NS Partners
United Kingdom
$26.2M -$421K -3,231 -2%
18 19
20
21 22