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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 %
SC
151
Scotia Capital
Ontario, Canada
$175M -$10.1M -77,827 -5%
Osaic Holdings
152
Osaic Holdings
Arizona
$173M +$963K +7,391 +0.6%
GT
153
Glenmede Trust
Pennsylvania
$171M +$2.78M +21,372 +2%
Loomis, Sayles & Company
154
Loomis, Sayles & Company
Massachusetts
$169M -$1.58M -12,152 -0.9%
CB
155
Commerce Bank
Missouri
$169M -$1.54M -11,819 -0.9%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$169M +$1.27M +9,716 +0.8%
WHG
157
Westwood Holdings Group
Texas
$168M -$7.21M -55,358 -4%
MPI
158
Mairs & Power Inc
Minnesota
$168M +$39.7M +304,480 +31%
Macquarie Group
159
Macquarie Group
Australia
$165M +$45.6M +350,054 +38%
GLA
160
Great Lakes Advisors
Illinois
$165M +$161M +1,234,521 +4,152%
BTW
161
Boston Trust Walden
Massachusetts
$164M -$7.84M -60,126 -5%
Retirement Systems of Alabama
162
Retirement Systems of Alabama
Alabama
$163M -$9.48M -72,713 -6%
RFC
163
Regions Financial Corp
Alabama
$163M -$671K -5,151 -0.4%
Cerity Partners
164
Cerity Partners
New York
$162M +$13.4M +96,275 +9%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$161M -$45M -345,679 -22%
DC
166
Davenport & Co
Virginia
$159M -$6.84M -52,668 -4%
RG
167
Rathbones Group
United Kingdom
$158M +$8.83M +67,748 +6%
JFL
168
Jarislowsky, Fraser Ltd
Quebec, Canada
$152M -$1.59M -12,235 -1%
PAM
169
Panagora Asset Management
Massachusetts
$151M +$2.79M +21,401 +2%
ZIM
170
Zacks Investment Management
Illinois
$150M +$7.71M +59,129 +5%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$149M -$1.45M -32,466 -1%
Nomura Asset Management
172
Nomura Asset Management
Japan
$148M +$2.53M +19,393 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$144M -$9.23M -70,806 -6%
CGPCS
174
Capital Group Private Client Services
California
$143M +$621K +4,764 +0.4%
Empower Advisory Group
175
Empower Advisory Group
Colorado
$141M +$141M +1,086,791 New
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