JPM icon

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
$8.05B
2
Norges Bank
Norges Bank
Norway
$4.37B
3
Goldman Sachs
Goldman Sachs
New York
$2.37B
4
SP
Sarasin & Partners
United Kingdom
$325M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.27B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.28B
2
State Street
State Street
Massachusetts
$16.1B
3
CSA
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
Primecap Management
California
$792M
5
Federated Hermes
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mawer Investment Management
201
Mawer Investment Management
Alberta, Canada
$113M -$17.8M -136,977 -14%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$111M +$9.13M +70,081 +9%
LSV Asset Management
203
LSV Asset Management
Illinois
$111M +$2.13M +16,320 +2%
ProShare Advisors
204
ProShare Advisors
Maryland
$110M +$8.08M +62,034 +8%
GIA
205
Gateway Investment Advisers
Ohio
$109M -$12.9M -99,330 -11%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$109M +$4.5M +34,551 +4%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$109M +$325K +2,491 +0.3%
Calamos Advisors
208
Calamos Advisors
Illinois
$107M -$10.5M -80,344 -9%
ZIG
209
Zurich Insurance Group
Switzerland
$106M +$246K +1,889 +0.2%
Marshall Wace
210
Marshall Wace
United Kingdom
$106M -$83M -636,996 -44%
SOMRS
211
State of Michigan Retirement System
Michigan
$105M +$1.09M +8,400 +1%
ASRS
212
Arizona State Retirement System
Arizona
$104M +$241K +1,847 +0.2%
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$104M +$4.77M +36,640 +5%
ERSOT
214
Employees Retirement System of Texas
Texas
$102M +$41.9M +321,850 +70%
AIG
215
American International Group
New York
$99.9M +$372K +2,858 +0.4%
AB
216
Amalgamated Bank
New York
$99.4M -$470K -3,608 -0.5%
Robeco Institutional Asset Management
217
Robeco Institutional Asset Management
Netherlands
$98.9M +$11.5M +88,234 +13%
MIM
218
MetLife Investment Management
New Jersey
$98.6M -$1.18M -9,072 -1%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$98.5M +$1.54M +11,827 +2%
LGF
220
LGT Group Foundation
Liechtenstein
$97.6M -$3.44M -26,399 -3%
JCM
221
Junto Capital Management
New York
$97M -$2.22M -17,031 -2%
TAF
222
Tredje AP-fonden
Sweden
$96.9M +$13.4M +102,975 +16%
JHP
223
James Hambro & Partners
United Kingdom
$96.7M +$341K +2,614 +0.4%
WF
224
Welch & Forbes
Massachusetts
$96M -$43.5K -334 -0%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$95.9M +$1.45M +11,166 +2%
7 8
9
10 11