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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
1
Bank of America
North Carolina
$8.05B
2
Norges Bank
2
Norges Bank
Norway
$4.37B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.37B
4
SP
4
Sarasin & Partners
United Kingdom
$325M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.27B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.28B
2
State Street
2
State Street
Massachusetts
$16.1B
3
CSA
3
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
4
Primecap Management
California
$792M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$697M +$269M +2,067,477 +63%
Barclays
52
Barclays
United Kingdom
$677M -$210M -1,607,965 -24%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$674M -$36M -276,441 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$647M -$6.08M -46,666 -0.9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$635M +$18.3M +140,407 +3%
American Century Companies
56
American Century Companies
Missouri
$631M -$154M -1,184,999 -20%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$619M -$32.7M -251,063 -5%
GA
58
Greenhaven Associates
New York
$618M -$7.43M -57,000 -1%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$610M -$19.2M -147,552 -3%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589M -$175M -1,346,497 -23%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$588M -$148M -1,135,353 -20%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$587M -$33.5M -256,981 -5%
Stifel Financial
63
Stifel Financial
Missouri
$571M -$20.8M -159,820 -4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$550M +$11.7M +90,001 +2%
US Bancorp
65
US Bancorp
Minnesota
$548M -$9.97M -76,526 -2%
DSA
66
Davis Selected Advisers
Arizona
$546M -$10.5M -80,885 -2%
National Pension Service
67
National Pension Service
South Korea
$539M +$35.9M +278,791 +7%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$529M +$65.3M +500,841 +14%
PIF
69
Public Investment Fund
Saudi Arabia
$502M – – –
Fidelity International
70
Fidelity International
Bermuda
$498M -$14.7M -112,439 -3%
Citigroup
71
Citigroup
New York
$494M +$38.7M +297,155 +9%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$493M +$43.8M +336,429 +10%
Prudential Financial
73
Prudential Financial
New Jersey
$487M +$8.56M +65,722 +2%
OTPPB
74
Ontario Teachers' Pension Plan Board
Ontario, Canada
$484M -$56.9M -436,674 -11%
Amundi
75
Amundi
France
$472M -$214M -1,674,442 -31%
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