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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 %
PKC
1426
Palmer Knight Company
Florida
$4.18M +$4.18M +32,111 New
CW
1427
CreativeOne Wealth
Kansas
$4.18M +$14.5K +111 +0.3%
PB
1428
Pinnacle Bancorp
Nebraska
$4.17M +$16.2K +124 +0.4%
DPIM
1429
Duff & Phelps Investment Management
Illinois
$4.17M +$39.1K +300 +0.9%
LC
1430
Lindbrook Capital
California
$4.16M -$21K -161 -0.5%
FNBOMD
1431
First National Bank of Mount Dora
Florida
$4.15M +$935K +7,173 +29%
BJL
1432
Brighton Jones LLC
Washington
$4.14M +$86.5K +664 +2%
MCC
1433
Money Concepts Capital
Florida
$4.13M -$2.81M -21,340 -40%
MA
1434
McBroom & Associates
Nevada
$4.1M +$354K +2,715 +9%
SCM
1435
Silvant Capital Management
Georgia
$4.09M – – –
BFC
1436
Bedel Financial Consulting
Indiana
$4.08M -$71.5K -549 -2%
RBC
1437
Romano Brothers & Co
Illinois
$4.07M -$198K -1,520 -5%
IAMOG
1438
Investors Asset Management of Georgia
Georgia
$4.07M -$17.3K -133 -0.4%
ICP
1439
Ironvine Capital Partners
Nebraska
$4.06M -$19.4M -148,605 -83%
EWM
1440
EPG Wealth Management
Georgia
$4.06M +$842K +6,464 +26%
MIM
1441
MTM Investment Management
South Carolina
$4.05M +$24.9K +191 +0.6%
CT
1442
Clearstead Trust
Maine
$4.05M -$58.2K -447 -1%
BO
1443
Bank OZK
Arkansas
$4.05M -$51.1K -392 -1%
NF
1444
Nikulski Financial
Iowa
$4.04M +$39.7K +305 +1%
CC
1445
Centiva Capital
New York
$4.04M +$3.96M +30,407 +5,279%
HL
1446
HeadInvest LLC
Maine
$4.03M -$27.1K -208 -0.7%
QI
1447
Qtron Investments
Massachusetts
$4.03M -$224K -1,721 -5%
WCA
1448
Westover Capital Advisors
Delaware
$4.02M -$8.73K -67 -0.2%
WE
1449
Wealth Effects
Massachusetts
$4.01M -$149K -1,141 -4%
BCFS
1450
Butensky & Cohen Financial Security
Florida
$4.01M -$73.8K -566 -2%
56 57
58
59 60