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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
Bank of America
North Carolina
+$814M
2
Norges Bank
Norges Bank
Norway
+$590M
3
Goldman Sachs
Goldman Sachs
New York
+$379M
4
SP
Sarasin & Partners
United Kingdom
+$316M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$298M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.63B
2
State Street
State Street
Massachusetts
-$766M
3
CSA
Cottage Street Advisors
Massachusetts
-$530M
4
Primecap Management
Primecap Management
California
-$414M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
451
Venture Visionary Partners
Ohio
$30.9M -$191K -1,468 -0.6%
BF
452
BOK Financial
Oklahoma
$30.9M -$8.27M -63,472 -21%
EMPI
453
Elo Mutual Pension Insurance
Finland
$30.5M +$937K +7,191 +3%
SFA
454
Sequoia Financial Advisors
Ohio
$30.4M +$1.74M +13,380 +6%
Lido Advisors
455
Lido Advisors
California
$30.2M +$8.25M +63,298 +38%
KRS
456
Kentucky Retirement Systems
Kentucky
$30.2M +$177K +1,358 +0.6%
JIC
457
Johnson Investment Counsel
Ohio
$30.1M -$529K -4,059 -2%
MSRPS
458
Maryland State Retirement & Pension System
Maryland
$30.1M +$230K +1,763 +0.8%
CS
459
Central Securities
New York
$30M – – –
AI
460
Atria Investments
North Carolina
$29.9M +$1.22M +9,352 +4%
FHA
461
First Horizon Advisors
Tennessee
$29.9M +$1.23M +9,406 +4%
CSS
462
Cubist Systematic Strategies
Connecticut
$29.9M +$21.8M +167,356 +271%
OPERF
463
Oregon Public Employees Retirement Fund
Oregon
$29.6M +$148K +1,139 +0.5%
MCM
464
Mill Capital Management
North Carolina
$29.5M +$927K +7,112 +3%
SDJVC
465
St. Denis J. Villere & Co
Louisiana
$29.4M +$8.03M +61,638 +38%
ONB
466
Old National Bancorp
Indiana
$29.2M +$523K +4,014 +2%
SIC
467
Salem Investment Counselors
North Carolina
$29.2M +$965K +7,405 +3%
PP
468
Prudential plc
United Kingdom
$28.9M -$2.4M -18,414 -8%
KFC
469
Klingenstein Fields & Co
New York
$28.7M -$342K -2,624 -1%
Wealth Enhancement Advisory Services
470
Wealth Enhancement Advisory Services
Minnesota
$28.7M +$27.9M +214,465 +3,696%
SDIC
471
South Dakota Investment Council
South Dakota
$28.7M -$10.1M -77,600 -26%
BAAM
472
Baker Avenue Asset Management
California
$28.7M -$583K -4,472 -2%
CS
473
Cannell & Spears
New York
$28.6M +$118K +904 +0.4%
IC
474
IEQ Capital
California
$28.5M +$665K +5,104 +2%
CSIC
475
Clifford Swan Investment Counsel
California
$28.5M -$186K -1,430 -0.7%
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