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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 %
NW
626
NewEdge Wealth
Pennsylvania
$18.2M +$2.08M +15,952 +13%
NRS
627
Neville Rodie & Shaw
New York
$18.2M -$401K -3,079 -2%
AWCI
628
Alpine Woods Capital Investors
New York
$18.2M -$1.41M -10,805 -7%
ACIM
629
Azimuth Capital Investment Management
Michigan
$18M -$254K -1,950 -1%
NEI
630
Northwest & Ethical Investments
Ontario, Canada
$17.7M -$56.6K -434 -0.3%
RC
631
RBO & Co
California
$17.7M -$89K -683 -0.5%
NMERB
632
New Mexico Educational Retirement Board
New Mexico
$17.7M -$560K -4,300 -3%
MC
633
Moors & Cabot
Massachusetts
$17.7M +$14.7K +113 +0.1%
GFS
634
GYL Financial Synergies
Connecticut
$17.6M +$14.7M +112,778 +502%
PAM
635
Private Asset Management
California
$17.6M -$735K -5,640 -4%
WIC
636
Willis Investment Counsel
Georgia
$17.6M +$31.5K +242 +0.2%
BBA
637
BLB&B Advisors
Pennsylvania
$17.6M -$399K -3,064 -2%
ECM
638
Evergreen Capital Management
Washington
$17.5M -$1.53M -11,706 -8%
NCM
639
Noesis Capital Mangement
Florida
$17.5M +$227K +1,745 +1%
OPCM
640
Osborne Partners Capital Management
California
$17.4M +$41.8K +321 +0.2%
HLCM
641
Hi-Line Capital Management
South Dakota
$17.4M +$144K +1,107 +0.8%
BCM
642
Bourgeon Capital Management
Connecticut
$17.3M +$104K +797 +0.6%
KCM
643
Kanawha Capital Management
Virginia
$17.3M +$162K +1,243 +0.9%
EDRH
644
Edmond de Rothschild Holding
Switzerland
$17.3M -$1.21M -9,263 -7%
CA
645
Callahan Advisors
Texas
$17.3M -$68.9K -529 -0.4%
AFG
646
Albion Financial Group
Utah
$17.2M -$263K -2,019 -2%
BPC
647
Banque Pictet & Cie
Switzerland
$17.1M -$180K -1,384 -1%
NCM
648
Narwhal Capital Management
Georgia
$17.1M -$1.2M -9,194 -7%
MLICM
649
Metropolitan Life Insurance Company (MetLife)
New York
$17.1M -$5.01M -38,461 -23%
RAM
650
Rempart Asset Management
Canada
$17M +$260K +1,996 +2%
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