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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 %
EAM
2501
Eukles Asset Management
Ohio
$972K +$43K +330 +5%
LA
2502
Legacy Advisors
Pennsylvania
$962K -$45.1K -346 -4%
GSWM
2503
Greenup Street Wealth Management
Michigan
$961K +$14.2K +109 +1%
GWM
2504
Gray Wealth Management
Maine
$958K +$116K +887 +14%
TWA
2505
TPB Wealth Advisors
Texas
$957K -$43.5K -334 -4%
GFA
2506
Gallagher Fiduciary Advisors
Illinois
$956K +$956K +7,333 New
IIM
2507
Ironwood Investment Management
Massachusetts
$956K – – –
PVH
2508
Psagot Value Holdings
Israel
$956K +$122K +955 +15%
FMN
2509
Financial Management Network
California
$955K -$58.6K -456 -6%
SOW
2510
State of Wyoming
Wyoming
$953K -$19.2K -147 -2%
TBC
2511
Ted Buchan & Co
California
$952K -$83K -637 -8%
HGERS
2512
Householder Group Estate & Retirement Specialist
Arizona
$948K +$49.9K +383 +6%
ACM
2513
Armbruster Capital Management
New York
$947K – – –
AG
2514
Advocate Group
Minnesota
$946K +$493K +3,780 +109%
PIA
2515
Powell Investment Advisors
Florida
$946K +$477K +3,663 +102%
JWA
2516
JFS Wealth Advisors
Pennsylvania
$946K -$168K -1,288 -15%
FOA
2517
Five Oceans Advisors
California
$944K +$13.6K +104 +1%
AWM
2518
AllSquare Wealth Management
New York
$944K +$88K +675 +10%
EFL
2519
ERn Financial LLC
Wisconsin
$943K +$4.3K +33 +0.5%
NFA
2520
Northern Financial Advisors
Michigan
$939K +$74.3K +610 +9%
QCM
2521
Qsemble Capital Management
New York
$938K +$938K +7,200 New
XC
2522
XY Capital
Hong Kong
$938K +$938K +7,200 New
OBGC
2523
O'Brien Greene & Co
Pennsylvania
$938K -$26K -200 -3%
CWA
2524
Consilium Wealth Advisory
Texas
$936K +$100K +768 +12%
TFA
2525
Teamwork Financial Advisors
Texas
$935K +$529K +4,059 +130%
99 100
101
102 103