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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 %
HPG
576
Harvest Portfolios Group
Ontario, Canada
$21.4M +$895K +6,869 +4%
EIP
577
Easterly Investment Partners
Massachusetts
$21.4M -$236K -1,814 -1%
USCWA
578
U.S. Capital Wealth Advisors
Texas
$21.3M +$148K +1,138 +0.7%
WorldQuant Millennium Advisors
579
WorldQuant Millennium Advisors
New York
$21.3M +$8.38M +64,296 +65%
CI
580
Capital International
California
$21.1M -$9.38M -71,990 -31%
RIL
581
Rothschild Investment LLC
Illinois
$21M +$148K +1,136 +0.7%
AHB
582
Abner Herrman & Brock
New Jersey
$21M +$87.4K +671 +0.4%
AT
583
Arvest Trust
Oklahoma
$20.9M -$651K -4,995 -3%
FFIC
584
First Fiduciary Investment Counsel
Ohio
$20.9M -$471K -3,617 -2%
ZCM
585
Ziegler Capital Management
Illinois
$20.9M -$632K -4,853 -3%
NSLI
586
Nan Shan Life Insurance
Taiwan
$20.9M +$6.01M +46,153 +40%
FMLI
587
Fukoku Mutual Life Insurance
Japan
$20.9M – – –
KWILP
588
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.9M +$4.72M +36,217 +29%
PWAG
589
Polaris Wealth Advisory Group
California
$20.8M -$1.18M -9,030 -5%
CAM
590
Carret Asset Management
New York
$20.7M -$671K -5,147 -3%
BBVA
591
Banco Bilbao Vizcaya Argentaria
Spain
$20.7M -$11.1M -85,037 -35%
Holocene Advisors
592
Holocene Advisors
New York
$20.6M -$2.37M -18,191 -10%
MAM
593
Martingale Asset Management
Massachusetts
$20.1M +$14.5M +111,645 +263%
DWM
594
Dakota Wealth Management
Florida
$19.8M +$1.32M +10,142 +7%
DMIC
595
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.8M +$62.7K +481 +0.3%
ECM
596
ExodusPoint Capital Management
New York
$19.8M +$19.8M +152,008 New
EH
597
Equitable Holdings
New York
$19.7M +$1.47M +11,261 +8%
PI
598
PGGM Investments
Netherlands
$19.7M +$3.97M +30,484 +25%
CGH
599
Crossmark Global Holdings
Texas
$19.7M -$3.26K -25 -0%
AIM
600
Allen Investment Management
New York
$19.7M +$20.9K +160 +0.1%
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