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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 %
GCMG
901
Gyroscope Capital Management Group
Florida
$9.62M +$432K +3,317 +5%
WF
902
WoodTrust Financial
Wisconsin
$9.62M +$158K +1,215 +2%
PWM
903
Perigon Wealth Management
California
$9.62M +$214K +1,643 +2%
ST
904
Spinnaker Trust
Maine
$9.58M +$116K +894 +1%
BIC
905
Beach Investment Counsel
Pennsylvania
$9.56M -$1.63M -12,536 -15%
Alyeska Investment Group
906
Alyeska Investment Group
Illinois
$9.55M -$37M -283,651 -79%
DWT
907
Dorsey & Whitney Trust
South Dakota
$9.51M +$673K +5,161 +8%
LPT
908
Legacy Private Trust
Wisconsin
$9.51M +$74.8K +574 +0.8%
CK
909
Cohen Klingenstein
New York
$9.47M – – –
TCOT
910
Trust Company of Toledo
Ohio
$9.46M +$57.6K +442 +0.6%
MYLI
911
Meiji Yasuda Life Insurance
Japan
$9.39M +$892K +6,844 +10%
AF
912
Ally Financial
Michigan
$9.38M -$5.08M -39,000 -35%
JAM
913
JCIC Asset Management
Ontario, Canada
$9.37M +$162K +1,243 +2%
TCM
914
Twin Capital Management
Pennsylvania
$9.36M -$1.1M -8,424 -10%
GAM
915
Griffin Asset Management
New York
$9.36M +$304K +2,334 +3%
1IA
916
1834 Investment Advisors
Wisconsin
$9.29M +$271K +2,082 +3%
TF
917
Tompkins Financial
New York
$9.28M -$8.47K -65 -0.1%
QCM
918
Quantinno Capital Management
New York
$9.28M +$620K +4,757 +7%
GCA
919
Greenwood Capital Associates
South Carolina
$9.27M +$3.91K +30 +0%
BONST
920
Bank of Nova Scotia Trust
Ontario, Canada
$9.24M -$13M -99,384 -58%
AIA
921
Allied Investment Advisors
Montana
$9.24M +$187K +1,436 +2%
GIA
922
Gladstone Institutional Advisory
Florida
$9.19M +$1.59M +12,206 +21%
WC
923
Woodstock Corp
Massachusetts
$9.19M +$7.3K +56 +0.1%
PI
924
Pettee Investors
Connecticut
$9.17M -$22.4K -172 -0.2%
SFI
925
Siemens Fonds Invest
Germany
$9.17M -$488K -3,745 -5%
35 36
37
38 39