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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 %
CIA
776
CCM Investment Advisers
South Carolina
$12.3M -$798K -6,120 -6%
VIM
777
Vancity Investment Management
British Columbia, Canada
$12.3M -$906K -6,954 -7%
EWM
778
Edge Wealth Management
New York
$12.3M +$1.05M +8,088 +9%
RPC
779
Rossmore Private Capital
Connecticut
$12.3M -$1.56K -12 -0%
LNB
780
Ledyard National Bank
$12.2M -$404K -3,103 -3%
SHGA
781
Sand Hill Global Advisors
California
$12.2M -$56.3K -432 -0.5%
MSS
782
Mitchell Sinkler & Starr
Pennsylvania
$12.1M +$165K +1,270 +1%
DWP
783
Daymark Wealth Partners
Ohio
$12.1M +$2.17M +16,631 +22%
CCC
784
Cincinnati Casualty Company
Ohio
$12.1M – – –
CSUI
785
Cincinnati Specialty Underwriters Insurance
Ohio
$12.1M – – –
OMC
786
Overbrook Management Corp
New York
$12.1M -$104K -799 -0.9%
PIM
787
Penobscot Investment Management
Massachusetts
$12.1M -$189K -1,452 -2%
ERIC
788
Eagle Rock Investment Company
Georgia
$12.1M -$892K -6,848 -7%
Assenagon Asset Management
789
Assenagon Asset Management
Luxembourg
$12.1M -$76.9K -590 -0.6%
NMIMC
790
Northwestern Mutual Investment Management Company
Wisconsin
$12M +$35.1K +269 +0.3%
PNAA
791
Pictet North America Advisors
Switzerland
$12M -$1.11M -8,556 -9%
LNWWM
792
Laird Norton Wetherby Wealth Management
California
$12M +$571K +4,385 +5%
EWM
793
Endurance Wealth Management
Rhode Island
$11.9M -$18.5K -142 -0.2%
BHWM
794
Bar Harbor Wealth Management
New Hampshire
$11.9M -$415K -3,186 -3%
SAM
795
Shell Asset Management
Netherlands
$11.9M -$6.07M -46,552 -34%
KCM
796
Kornitzer Capital Management
Kansas
$11.8M +$184K +1,413 +2%
AWM
797
Axxcess Wealth Management
California
$11.8M +$427K +3,279 +4%
HAI
798
Hennessy Advisors Inc
California
$11.8M -$45.6K -350 -0.4%
BIA
799
Biondo Investment Advisors
Pennsylvania
$11.8M -$54.1K -415 -0.5%
CFC
800
Cincinnati Financial Corp
Ohio
$11.7M – – –
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