JPM icon

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 %
FG
2626
Foster Group
Iowa
$806K +$148K +1,139 +23%
CG
2627
Clifford Group
Massachusetts
$805K +$27.1K +208 +3%
AMC
2628
Asset Management Corp
Illinois
$803K -$115K -883 -13%
LPAM
2629
Lodestar Private Asset Management
California
$801K +$17.1K +131 +2%
BC
2630
Barrett & Company
Rhode Island
$800K +$1.17K +9 +0.1%
FFA
2631
Fi3 Financial Advisors
Indiana
$800K +$26.2K +201 +3%
NFP
2632
Narus Financial Partners
Utah
$799K -$8.47K -65 -1%
BFG
2633
Berger Financial Group
Minnesota
$798K -$29.2K -224 -4%
PWAC
2634
Private Wealth Advisors (California)
California
$798K -$16.3K -125 -2%
LFA
2635
LGT Financial Advisors
Texas
$797K +$316K +2,427 +66%
ME
2636
McIlrath & Eck
Washington
$795K +$16K +123 +2%
SWM
2637
Shakespeare Wealth Management
Wisconsin
$794K – – –
LCWP
2638
Legacy Capital Wealth Partners
Arkansas
$794K +$794K +6,092 New
SAM
2639
Summit Asset Management
Tennessee
$793K +$65.2K +500 +9%
SFM
2640
Systematic Financial Management
New Jersey
$792K – – –
LJHT
2641
Laurie J. Hall Trustee
$790K -$91.2K -700 -10%
BAM
2642
BOS Asset Management
Illinois
$789K +$22K +169 +3%
BFA
2643
BMS Financial Advisors
South Dakota
$788K +$5.47K +42 +0.7%
BAM
2644
Beaumont Asset Management
Texas
$784K -$8.99K -69 -1%
KFA
2645
Krane Funds Advisors
New York
$784K -$32.5K -253 -4%
BCM
2646
Barden Capital Management
Texas
$784K +$784K +6,015 New
BWM
2647
Birchcreek Wealth Management
Ohio
$783K +$67.4K +517 +9%
PFA
2648
Pathway Financial Advisors
Vermont
$783K – – –
CA
2649
Centerpoint Advisors
Massachusetts
$783K +$16K +123 +2%
RPWA
2650
Regent Peak Wealth Advisors
Georgia
$779K -$85.5K -656 -10%
104 105
106
107 108