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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 %
EGA
501
Eagle Global Advisors
Texas
$26.1M -$200K -1,537 -0.8%
GGS
502
Galvin Gaustad & Stein
Arizona
$26.1M -$2.73M -20,936 -9%
CCMIC
503
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.1M -$357K -2,739 -1%
CCM
504
Chilton Capital Management
Texas
$26.1M -$1.48M -11,339 -5%
CIA
505
Capital Investment Advisors
Georgia
$26.1M +$159K +1,221 +0.6%
NSGL
506
No Street GP LP
California
$26.1M +$13M +100,000 +100%
TNB
507
Thomasville National Bank
Georgia
$26M +$318K +2,442 +1%
FPCG
508
Fort Pitt Capital Group
Pennsylvania
$25.9M +$2.16M +16,552 +9%
HP
509
Hosking Partners
United Kingdom
$25.9M -$5.25M -40,322 -17%
SBCM
510
Schwerin Boyle Capital Management
Massachusetts
$25.7M -$2.32M -17,783 -8%
JCM
511
Janney Capital Management
Pennsylvania
$25.6M +$126K +969 +0.5%
CFG
512
Citizens Financial Group
Rhode Island
$25.5M -$367K -2,813 -1%
AWS
513
Atria Wealth Solutions
New York
$25.4M +$95.9K +736 +0.4%
VPIM
514
Vanguard Personalized Indexing Management
California
$25.4M +$3.8M +29,193 +18%
SRC
515
Shufro Rose & Co
New York
$25.3M -$380K -2,913 -1%
SWP
516
Stratos Wealth Partners
Ohio
$25.3M -$2.18M -16,765 -8%
HR
517
Howe & Rusling
New York
$25.2M +$2.52M +19,354 +11%
LCS
518
Levin Capital Strategies
New York
$25.2M -$144K -1,102 -0.6%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$25.1M +$2.68M +20,588 +12%
HW
520
Hancock Whitney
Mississippi
$25M -$1.24M -9,482 -5%
TCOV
521
Trust Company of Vermont
Vermont
$25M +$970K +7,440 +4%
LSERS
522
Louisiana State Employees Retirement System
Louisiana
$24.9M +$156K +1,200 +0.6%
RT
523
Rockland Trust
Massachusetts
$24.6M +$1.19M +9,137 +5%
GC
524
Gillson Capital
Illinois
$24.6M +$24.6M +188,643 New
Group One Trading
525
Group One Trading
Illinois
$24.6M +$24.6M +188,399 New
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