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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 %
HSA
601
HBK Sorce Advisory
Pennsylvania
$19.6M -$42.5M -326,497 -68%
WAS
602
Wesleyan Assurance Society
United Kingdom
$19.6M – – –
FNBT
603
FineMark National Bank & Trust
Florida
$19.5M -$169K -1,299 -0.9%
GC
604
Gratus Capital
Georgia
$19.4M -$7.04K -54 -0%
EAM
605
Erste Asset Management
Austria
$19.4M -$2.25M -17,427 -10%
AWM
606
Absher Wealth Management
North Carolina
$19.4M -$8.31M -63,747 -30%
SCA
607
Stonebridge Capital Advisors
Minnesota
$19.4M +$289K +2,220 +2%
PCM
608
Parsons Capital Management
Rhode Island
$19.4M -$97.9K -751 -0.5%
AIM
609
Achmea Investment Management
Netherlands
$19.3M +$2.03M +15,581 +12%
BC
610
Brookfield Corp
Ontario, Canada
$19.2M -$1.85M -14,197 -9%
SC
611
SouthState Corp
Florida
$19.2M -$2.13M -16,334 -10%
6CM
612
683 Capital Management
New York
$19.2M +$19.2M +147,000 New
BG
613
Bollard Group
Massachusetts
$19.2M +$1.01M +7,738 +6%
FDCC
614
Foster Dykema Cabot & Co
Massachusetts
$19.1M +$185K +1,423 +1%
Jones Financial Companies
615
Jones Financial Companies
Missouri
$19M -$122K -937 -0.6%
LCM
616
Logan Capital Management
Pennsylvania
$19M -$3.17M -24,294 -14%
Connor, Clark & Lunn Investment Management (CC&L)
617
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19M +$11.3M +86,540 +146%
IMRF
618
Illinois Municipal Retirement Fund
Illinois
$19M – – –
VFA
619
Valeo Financial Advisors
Indiana
$18.7M +$1.87M +16,768 +11%
PP
620
Patten & Patten
Tennessee
$18.7M +$108K +830 +0.6%
API
621
Advisor Partners II
California
$18.6M +$943K +7,239 +5%
TSS
622
Two Sigma Securities
New York
$18.4M +$17.7M +136,181 +2,596%
SW
623
SteelPeak Wealth
California
$18.3M +$363K +2,786 +2%
ECU
624
Eisler Capital (UK)
United Kingdom
$18.3M -$24.4M -187,019 -57%
SCA
625
Snowden Capital Advisors
New York
$18.3M +$568K +4,358 +3%
23 24
25
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