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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 %
BCM
751
BTC Capital Management
Iowa
$13.1M +$135K +1,041 +1%
JIR
752
James Investment Research
Ohio
$13.1M -$101K -778 -0.8%
CA
753
Clearstead Advisors
Ohio
$13.1M +$190K +1,457 +1%
Hudson Bay Capital Management
754
Hudson Bay Capital Management
Connecticut
$13M +$652K +5,000 +5%
SCM
755
Segantii Capital Management
Hong Kong
$13M +$13M +100,000 New
FA
756
Fiduciary Alliance
South Carolina
$13M +$509K +3,907 +4%
SS
757
Simplicity Solutions
Minnesota
$12.9M +$8.05M +61,797 +166%
NB
758
NBT Bank
New York
$12.9M -$81.3K -624 -0.6%
EF
759
Empowered Funds
Pennsylvania
$12.9M +$12.9M +98,971 New
MGIA
760
Moneta Group Investment Advisors
Missouri
$12.9M +$1.36M +10,411 +12%
NEAM
761
New England Asset Management
Connecticut
$12.8M -$887K -6,810 -6%
YC
762
Yarbrough Capital
Tennessee
$12.8M – – –
CIA
763
Choate Investment Advisors
Massachusetts
$12.7M +$650K +4,991 +5%
BFEC
764
Benjamin F. Edwards & Company
Missouri
$12.7M -$219K -1,680 -2%
FNFDCM
765
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.7M -$190K -1,461 -1%
TC
766
Telemus Capital
Michigan
$12.6M -$12.8K -98 -0.1%
PCA
767
Pallas Capital Advisors
Massachusetts
$12.5M +$702K +4,991 +6%
FTC
768
Farmers Trust Company
Ohio
$12.5M -$43.9K -337 -0.4%
MOS
769
MGO One Seven
Ohio
$12.5M +$1.99M +15,249 +19%
VCA
770
Verdence Capital Advisors
Maryland
$12.4M -$152K -1,164 -1%
BHB
771
Bank Hapoalim BM
Israel
$12.4M -$2.86M -21,972 -19%
MYAM
772
Meiji Yasuda Asset Management
Japan
$12.4M +$1.27M +9,714 +11%
WCMN
773
Westchester Capital Management (Nebraska)
Nebraska
$12.4M -$224K -1,719 -2%
CPIG
774
Chicago Partners Investment Group
Illinois
$12.3M +$896K +6,368 +8%
PAM
775
Peak Asset Management
Colorado
$12.3M -$10.8K -83 -0.1%
29 30
31
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