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JPMorgan Chase
JPM

Overview Fund Activity

3,580 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 188 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
3,580
Holders Change
-21
Holders Change %
-0.58%
% 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
188
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 %
APG Asset Management
76
APG Asset Management
Netherlands
$462M -$34.6M -288,858 -7%
Swedbank
77
Swedbank
Sweden
$459M -$89.4M -685,928 -16%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$443M -$9.09M -69,768 -2%
M1FG
79
Mach-1 Financial Group
Arkansas
$439M +$34.9M +286 +9%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$438M -$22.3M -174,646 -5%
OIAM
81
OFI Invest Asset Management
France
$430M +$430M +56,046,201 New
Nordea Investment Management
82
Nordea Investment Management
Sweden
$425M -$87.8M -680,744 -17%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$417M +$14.8M +113,407 +4%
PI
84
Putnam Investments
Massachusetts
$413M +$57.5M +441,399 +16%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$412M +$171M +1,311,706 +71%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$410M -$5.74M -44,030 -1%
CWP
87
Capital Wealth Planning
Florida
$409M +$28M +207,812 +7%
Truist Financial
88
Truist Financial
North Carolina
$383M -$6.38M -48,975 -2%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$375M +$3.53M +27,081 +1%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$373M -$3.55M -27,247 -0.9%
Allianz Asset Management
91
Allianz Asset Management
Germany
$368M +$36.8M +282,040 +11%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$353M -$4.51M -34,596 -1%
LPL Financial
93
LPL Financial
California
$350M +$5.72M +43,877 +2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$347M +$80.7M +619,333 +30%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$344M +$75.4M +578,600 +28%
Victory Capital Management
96
Victory Capital Management
Texas
$343M +$68.3M +524,181 +25%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$341M +$194M +1,486,424 +132%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$338M -$14.7M -112,946 -4%
HighTower Advisors
99
HighTower Advisors
Illinois
$329M +$17.5M +134,139 +6%
SP
100
Sarasin & Partners
United Kingdom
$325M +$316M +2,052,777 +3,471%
2 3
4
5 6