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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.9B +$97.9M +750,907 +0.3%
BlackRock
2
BlackRock
New York
$25.3B -$140M -1,077,696 -0.6%
State Street
3
State Street
Massachusetts
$16.1B -$766M -5,878,759 -5%
Bank of America
4
Bank of America
North Carolina
$8.05B +$814M +6,250,107 +11%
Morgan Stanley
5
Morgan Stanley
New York
$7.87B +$178M +1,366,968 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.8B +$138M +1,061,831 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.51B -$333M -2,551,870 -6%
Capital International Investors
8
Capital International Investors
California
$5.35B -$217M -1,664,109 -4%
Capital World Investors
9
Capital World Investors
California
$5.28B -$1.63B -12,527,638 -24%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.85B -$369M -2,835,036 -7%
Norges Bank
11
Norges Bank
Norway
$4.37B +$590M +4,528,902 +16%
Northern Trust
12
Northern Trust
Illinois
$4.33B -$65.1M -499,451 -1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$4.27B +$298M +2,285,429 +7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$4.15B -$48.9M -375,481 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.03B +$4.92M +37,735 +0.1%
Wells Fargo
16
Wells Fargo
California
$3.25B -$72.4M -555,512 -2%
Ameriprise
17
Ameriprise
Minnesota
$2.92B -$1.95M -14,997 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.81B -$121M -931,692 -4%
Charles Schwab
19
Charles Schwab
California
$2.6B +$15.7M +121,559 +0.6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.59B -$199M -1,525,538 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.5B +$30.7M +235,269 +1%
Goldman Sachs
22
Goldman Sachs
New York
$2.37B +$379M +2,907,031 +19%
UBS Group
23
UBS Group
Switzerland
$2.08B -$165M -1,262,432 -7%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$2.05B +$66M +506,192 +3%
Capital Research Global Investors
25
Capital Research Global Investors
California
$1.96B -$222M -1,701,137 -10%
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