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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 %
CFD
2576
Creative Financial Designs
Indiana
$869K -$172K -1,318 -17%
MSWM
2577
McGlone Suttner Wealth Management
Wisconsin
$867K +$46K +353 +6%
HVM
2578
Harvest Volatility Management
Connecticut
$865K -$91.4K -710 -10%
APW
2579
Aurora Private Wealth
New Jersey
$863K +$99.3K +762 +13%
BWP
2580
Balboa Wealth Partners
Arizona
$863K -$32.1K -246 -4%
SMWM
2581
Silvia McColl Wealth Management
California
$862K +$27.4K +210 +3%
RB
2582
Rodgers Brothers
Pennsylvania
$861K – – –
CI
2583
CAZ Investments
Texas
$860K -$326K -2,500 -27%
FFG
2584
Fullen Financial Group
Ohio
$856K -$113K -819 -12%
HWA
2585
HHM Wealth Advisors
Tennessee
$856K +$175K +1,346 +26%
SFS
2586
Stiles Financial Services
Minnesota
$856K +$16.9K +130 +2%
GAM
2587
Gould Asset Management
California
$855K -$2.61K -20 -0.3%
WWM
2588
Wagner Wealth Management
South Carolina
$852K +$2.61K +20 +0.3%
WCA
2589
Waypoint Capital Advisors
Minnesota
$851K -$17.5K -134 -2%
EIA
2590
Edgemoor Investment Advisors
Maryland
$851K -$65.6K -503 -7%
LC
2591
Lavaca Capital
Texas
$850K +$80.2K +600 +10%
BWA
2592
Bordeaux Wealth Advisors
California
$845K +$26.3K +202 +3%
Harris Associates
2593
Harris Associates
Illinois
$844K +$169K +1,300 +25%
CFA
2594
CWS Financial Advisors
Michigan
$843K +$44.4K +341 +6%
MTC
2595
McDaniel Terry & Co
Texas
$843K -$224K -1,721 -21%
NJBEST
2596
New Jersey Better Educational Savings Trust
New Jersey
$842K – – –
GFPC
2597
Global Financial Private Client
Florida
$841K +$251K +1,927 +43%
FHC
2598
First Heartland Consultants
Missouri
$839K +$19.3K +148 +2%
SCM
2599
Sterneck Capital Management
Missouri
$839K – – –
WAG
2600
Wallace Advisory Group
California
$837K -$10.3K -79 -1%
102 103
104
105 106