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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 %
SFG
1526
StrategIQ Financial Group
Indiana
$3.66M +$15.2K +117 +0.4%
DA
1527
Doliver Advisors
Texas
$3.64M +$66.5K +510 +2%
MSA
1528
Marino Stram & Associates
Massachusetts
$3.63M +$45.2K +347 +1%
MPIA
1529
Mountain Pacific Investment Advisers
Idaho
$3.63M -$33.5K -257 -0.9%
HCM
1530
Hall Capital Management
Rhode Island
$3.63M +$198K +1,516 +6%
HCM
1531
Hollencrest Capital Management
California
$3.63M +$1.43M +11,004 +65%
AM
1532
Account Management
Massachusetts
$3.62M – – –
CIC
1533
Cornercap Investment Counsel
Georgia
$3.62M +$2.09K +16 +0.1%
SS
1534
Sunbelt Securities
Texas
$3.62M +$313K +2,430 +9%
OPA
1535
Old Port Advisors
Maine
$3.61M -$18.6K -145 -0.5%
CIG
1536
Consolidated Investment Group
Colorado
$3.61M – – –
VNIM
1537
Vaughan Nelson Investment Management
Texas
$3.61M -$668K -5,130 -16%
ATI
1538
Act Two Investors
California
$3.6M – – –
MCC
1539
Malaga Cove Capital
California
$3.6M -$1.56K -12 -0%
IA
1540
Icon Advisers
Colorado
$3.59M – – –
DLG
1541
Daniel L. Goodwin
$3.59M -$130K -1,000 -4%
IAS
1542
IMA Advisory Services
Colorado
$3.59M +$438K +3,362 +14%
VA
1543
Valmark Advisers
Ohio
$3.59M +$165K +1,266 +5%
SWMG
1544
Signature Wealth Management Group
Georgia
$3.58M +$33.5K +257 +0.9%
ST
1545
Smithfield Trust
Pennsylvania
$3.58M -$105K -805 -3%
HKIM
1546
Hayek Kallen Investment Management
Alabama
$3.58M +$27.9K +214 +0.8%
RSS
1547
Rosenblum Silverman Sutton
California
$3.57M -$65.5K -503 -2%
IBOK
1548
Independence Bank of Kentucky
Kentucky
$3.57M -$34.9K -268 -1%
EBT
1549
Enterprise Bank & Trust
Massachusetts
$3.57M +$121K +931 +4%
BWG
1550
Beta Wealth Group
California
$3.56M +$3.56M +27,355 New
60 61
62
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