JPM icon

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 %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$324M +$41.7M +319,838 +15%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$320M +$3.16M +24,232 +1%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$317M +$29.9M +229,491 +10%
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$298M -$2.34M -17,927 -0.8%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$297M -$1.23M -9,447 -0.4%
AS
106
Altshuler Shaham
Israel
$294M +$43.3M +332,458 +17%
Canada Life
107
Canada Life
Manitoba, Canada
$292M -$430K -3,296 -0.1%
M&T Bank
108
M&T Bank
New York
$277M +$4.7M +36,059 +2%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$274M -$12.9M -99,055 -4%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$274M +$13.7M +105,197 +5%
First Trust Advisors
111
First Trust Advisors
Illinois
$274M -$14.6M -112,164 -5%
William Blair & Company
112
William Blair & Company
Illinois
$271M +$3.06M +23,455 +1%
CCM
113
Cullen Capital Management
New York
$270M +$62.2M +477,246 +30%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$264M +$17M +130,474 +7%
CI
115
Cincinnati Insurance
Ohio
$262M – – –
Russell Investments Group
116
Russell Investments Group
United Kingdom
$261M +$29.5M +226,364 +13%
TIM
117
Thornburg Investment Management
New Mexico
$257M +$683K +5,242 +0.3%
HNB
118
Huntington National Bank
Ohio
$252M +$939K +7,208 +0.4%
Mariner
119
Mariner
Kansas
$251M +$8.45M +64,870 +3%
KBC Group
120
KBC Group
Belgium
$249M +$29.7M +227,940 +14%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$248M +$4.32M +33,180 +2%
Jennison Associates
122
Jennison Associates
New York
$247M -$12.7M -97,181 -5%
KeyBank National Association
123
KeyBank National Association
Ohio
$244M -$6.49M -49,794 -3%
Pzena Investment Management
124
Pzena Investment Management
New York
$242M -$7.35M -56,433 -3%
GRQ
125
Gardner Russo & Quinn
Pennsylvania
$237M -$3.28M -25,205 -1%
3 4
5
6 7