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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 %
FCFS
2551
First Command Financial Services
Texas
$904K -$1.3K -10 -0.1%
SWP
2552
Summit Wealth Partners
Florida
$904K +$265K +2,033 +41%
SB
2553
Sunflower Bank
Texas
$902K -$54.6K -419 -6%
SCA
2554
Sippican Capital Advisors
Massachusetts
$901K -$13K -100 -1%
CICI
2555
Capital Investment Counsel Inc
North Carolina
$899K -$75.6K -580 -8%
WFG
2556
Wills Financial Group
Virginia
$899K +$142K +1,092 +19%
SHFA
2557
SC&H Financial Advisors
Maryland
$897K +$16.8K +129 +2%
MAG
2558
MRA Advisory Group
New Jersey
$897K -$120K -920 -12%
NCM
2559
Northside Capital Management
Oregon
$893K – – –
GIM
2560
Greylin Investment Management
Virginia
$893K +$6.52K +50 +0.7%
RG
2561
Renaissance Group
Kentucky
$891K -$99.6K -764 -10%
DG
2562
DMC Group
Alabama
$889K -$53.5K -411 -6%
PVM
2563
Palogic Value Management
Texas
$889K – – –
PWP
2564
Phillips Wealth Planners
Mississippi
$888K -$84.3K -597 -9%
WWC
2565
Waypoint Wealth Counsel
Georgia
$888K -$6.39K -49 -0.7%
PL
2566
Plancorp LLC
Missouri
$886K -$182K -1,398 -17%
WC
2567
Winmill & Co
New York
$886K – – –
PIC
2568
Portland Investment Counsel
Ontario, Canada
$884K – – –
APW
2569
Austin Private Wealth
Texas
$882K +$120K +920 +16%
CA
2570
CapWealth Advisors
Tennessee
$875K +$16.7K +128 +2%
V
2571
ViaWealth
Kansas
$874K +$1.69K +13 +0.2%
IIM
2572
InTrack Investment Management
Vermont
$874K +$416K +3,238 +91%
PIM
2573
Profit Investment Management
Maryland
$874K -$47.7K -366 -5%
TWM
2574
Thrive Wealth Management
Pennsylvania
$873K +$146K +1,121 +20%
KWM
2575
Kolinsky Wealth Management
New Jersey
$873K +$37.3K +286 +4%
101 102
103
104 105