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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
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 %
BG
126
Bahl & Gaynor
Ohio
$233M +$71.7M +550,588 +44%
HTC
127
Haverford Trust Company
Pennsylvania
$233M +$385K +2,956 +0.2%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$229M +$21.3M +163,192 +10%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$226M -$40.2M -308,337 -15%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$225M -$112M -861,557 -33%
MGIM
131
M&G Investment Management
United Kingdom
$225M +$19.8M +152,112 +10%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$225M +$485K +3,725 +0.2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$225M +$3.43M +26,285 +2%
BWA
134
Brave Warrior Advisors
New York
$221M -$1.49M -11,418 -0.7%
EIP
135
Epoch Investment Partners
New York
$213M +$10.8M +82,846 +5%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$212M +$13.6M +104,685 +7%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$211M +$8.3M +63,670 +4%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$210M -$14.1M -107,995 -6%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$209M +$9.11M +69,928 +5%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$208M -$31.1M -238,314 -13%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$202M +$41.8M +320,391 +26%
SO
142
STRS Ohio
Ohio
$201M +$591K +4,532 +0.3%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$198M +$10.4M +80,126 +6%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$192M -$40.9M -313,573 -18%
SCM
145
Smead Capital Management
Arizona
$188M +$6.23M +47,787 +3%
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$187M -$9.89M -75,891 -5%
PAMS
147
Pictet Asset Management (Switzerland)
Switzerland
$184M +$3.57M +27,387 +2%
Asset Management One
148
Asset Management One
Japan
$180M +$3.4M +26,064 +2%
AACR
149
ACR Alpine Capital Research
Missouri
$179M -$2.52M -19,340 -1%
Brown Advisory
150
Brown Advisory
Maryland
$177M -$134K -1,028 -0.1%
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6
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