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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 %
COCM
2526
Charter Oak Capital Management
New Hampshire
$933K +$11.7K +90 +1%
ACM
2527
AlphaStar Capital Management
North Carolina
$933K +$34.3K +263 +4%
RW
2528
REDW Wealth
New Mexico
$933K +$64K +491 +7%
SC
2529
Sierra Capital
Florida
$932K – – –
LWM
2530
Liberty Wealth Management
California
$930K +$930K +7,191 New
AF
2531
Affiance Financial
Minnesota
$930K +$7.82K +60 +0.8%
PCH
2532
PGIM Custom Harvest
New Jersey
$928K +$23.1K +177 +3%
RVPG
2533
Relative Value Partners Group
$927K -$81.4K -625 -8%
WP
2534
WealthSpring Partners
California
$926K -$28.1K -216 -3%
XS
2535
XR Securities
Illinois
$923K +$923K +7,085 New
GWS
2536
Glassman Wealth Services
Virginia
$923K +$28.3K +217 +3%
PWC
2537
PYA Waltman Capital
Tennessee
$922K +$148K +1,133 +19%
KFA
2538
Kelleher Financial Advisors
New York
$921K +$782 +6 +0.1%
SP
2539
Successful Portfolios
Florida
$919K -$76.5K -587 -8%
GA
2540
Gateway Advisory
New Jersey
$919K -$37.2K -285 -4%
AAP
2541
Arax Advisory Partners
Colorado
$915K -$23.1K -177 -2%
BA
2542
Bluesphere Advisors
Pennsylvania
$914K +$676K +5,189 +284%
AGAM
2543
Audent Global Asset Management
California
$914K +$50.2K +385 +6%
CWP
2544
Core Wealth Partners
California
$914K -$24.1K -185 -3%
DA
2545
Denali Advisors
California
$912K -$52.1K -400 -5%
MIC
2546
Meridian Investment Counsel
California
$912K – – –
HWP
2547
Highline Wealth Partners
California
$911K +$109K +836 +14%
CIA
2548
Cladis Investment Advisory
Montana
$909K +$13K +100 +1%
EBSAM
2549
Eubel Brady & Suttman Asset Management
Ohio
$909K +$5.34K +41 +0.6%
FCB
2550
First Command Bank
Texas
$904K -$1.3K -10 -0.1%
100 101
102
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