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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 %
DEM
2651
Disciplined Equity Management
Florida
$778K -$5.21K -40 -0.7%
VCM
2652
Viewpoint Capital Management
Washington
$777K -$39.1K -300 -5%
PIA
2653
Pinion Investment Advisors
Kansas
$777K +$261 +2 +0%
GA
2654
Geller Advisors
New York
$777K +$200K +1,538 +35%
GFL
2655
Granite FO LLC
New Hampshire
$776K +$759K +5,491 +4,614%
SCM
2656
SKBA Capital Management
California
$773K – – –
GFWA
2657
Grey Fox Wealth Advisors
Delaware
$772K +$25.2K +193 +3%
BCM
2658
Brown Capital Management
Maryland
$772K -$8.34K -64 -1%
HWMG
2659
Hurlow Wealth Management Group
Indiana
$771K +$1.43K +11 +0.2%
BC
2660
Bridgefront Capital
Texas
$770K +$770K +5,907 New
CCA
2661
Cravens & Co Advisors
Tennessee
$769K +$9.64K +74 +1%
DAM
2662
Doheny Asset Management
California
$769K +$235K +1,801 +44%
SL
2663
Salomon & Ludwin
Virginia
$768K -$2.74K -21 -0.4%
CIG
2664
Cascade Investment Group
Colorado
$767K -$2.48K -19 -0.3%
DIP
2665
Davis Investment Partners
North Carolina
$767K – – –
MHR
2666
Matthew Hamilton Rosenberg
$766K -$24.2K -186 -3%
CSI
2667
Cross Staff Investments
New York
$766K +$130 +1 +0%
CWA
2668
Clearview Wealth Advisors
Oregon
$764K -$294K -2,253 -28%
BCG
2669
Breakwater Capital Group
New Jersey
$764K +$77.8K +597 +11%
KCFA
2670
Key Client Fiduciary Advisors
New Jersey
$762K +$6.91K +53 +0.9%
WA
2671
WealthTrust Axiom
Pennsylvania
$762K +$22K +169 +3%
FCIM
2672
Fairview Capital Investment Management
California
$762K +$46.4K +356 +6%
HFA
2673
Highland Financial Advisors
New Jersey
$761K +$261 +2 +0%
RCA
2674
Reitz Capital Advisors
Michigan
$759K -$30.6K -235 -4%
LAI
2675
Legal Advantage Investments
California
$758K – – –
105 106
107
108 109