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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 %
PWMG
2476
Provence Wealth Management Group
California
$991K +$251K +1,929 +34%
GWP
2477
Gateway Wealth Partners
Wisconsin
$990K +$211K +1,620 +27%
IA
2478
IFG Advisors
Missouri
$989K +$1.69K +13 +0.2%
FPWM
2479
FSB Premier Wealth Management
Iowa
$989K +$201K +1,539 +25%
AWG
2480
Altus Wealth Group
Colorado
$986K -$13.7K -105 -1%
AI
2481
AXS Investments
New York
$985K -$120K -922 -11%
QPW
2482
Quantum Private Wealth
Florida
$985K -$39.1K -300 -4%
OW
2483
Olistico Wealth
Oklahoma
$985K +$34.5K +265 +4%
FBB
2484
Fulton Breakefield Broenniman
Maryland
$983K -$53K -407 -5%
MHWM
2485
Montz Harcus Wealth Management
Louisiana
$983K +$4.43K +34 +0.5%
VC
2486
Veracity Capital
Georgia
$982K +$9.12K +70 +0.9%
D
2487
Diversified
Delaware
$981K -$205K -1,573 -17%
HAG
2488
HF Advisory Group
Maryland
$981K +$136K +1,045 +16%
SFG
2489
Sather Financial Group
Texas
$980K -$13.2M -101,184 -93%
PWM
2490
Purus Wealth Management
California
$979K +$71.9K +552 +8%
FVWA
2491
Foster Victor Wealth Advisors
South Carolina
$978K +$91.3K +711 +10%
OCM
2492
Objective Capital Management
Ohio
$978K +$33.8K +259 +4%
AA
2493
Alta Advisers
United Kingdom
$977K – – –
LFM
2494
Lumina Fund Management
New York
$977K – – –
AP
2495
Atwood & Palmer
Missouri
$977K – – –
AIA
2496
Angeles Investment Advisors
California
$977K +$576K +4,418 +144%
RLWM
2497
RF&L Wealth Management
Massachusetts
$976K – – –
LIA
2498
LBMC Investment Advisors
Tennessee
$976K – – –
WWM
2499
Westwood Wealth Management
California
$976K -$182K -1,400 -16%
AIP
2500
Almanack Investment Partners
Pennsylvania
$974K -$8.47K -65 -0.9%
98 99
100
101 102