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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 %
OWA
2676
One Wealth Advisors
California
$758K -$43.4K -333 -5%
PCMC
2677
Private Capital Management (Colorado)
Colorado
$757K +$249K +1,910 +49%
OLA
2678
Oliver Luxxe Assets
New Jersey
$755K -$521 -4 -0.1%
CPA
2679
Capital Planning Advisors
California
$751K -$144K -1,103 -16%
WC
2680
Westhampton Capital
North Carolina
$750K +$5.21K +40 +0.7%
KCG
2681
Kinsale Capital Group
Virginia
$750K +$750K +5,754 New
BAM
2682
Bosun Asset Management
Illinois
$750K +$6.78K +52 +0.9%
BPFA
2683
Barnes Pettey Financial Advisors
Mississippi
$749K -$5.21K -40 -0.7%
EW
2684
Element Wealth
Mississippi
$749K +$14.5K +111 +2%
AWM
2685
Avaii Wealth Management
Wisconsin
$748K +$48K +368 +7%
RGC
2686
Roberts, Glore & Co
Illinois
$748K +$9.9K +76 +1%
PFT
2687
Providence First Trust
Arizona
$748K +$26.1K +200 +4%
BDF
2688
Black Diamond Financial
Maryland
$747K +$55.6K +427 +8%
LF
2689
Lantz Financial
Illinois
$744K -$177K -1,357 -19%
FW
2690
FirstPurpose Wealth
Utah
$744K +$22.3K +171 +3%
FB
2691
First Bancorp
Maine
$744K +$30.2K +232 +4%
WH
2692
Whitcomb & Hess
Ohio
$742K +$652 +5 +0.1%
WDG
2693
Wealth Dimensions Group
Ohio
$741K -$91.5K -702 -11%
PAG
2694
Powers Advisory Group
Illinois
$741K -$10K -77 -1%
KIG
2695
Kennedy Investment Group
New Jersey
$740K +$94.4K +724 +15%
AFT
2696
Alpha Family Trust
California
$740K -$43.7K -335 -6%
VCM
2697
Vision Capital Management
Oregon
$739K -$35.6K -273 -5%
PWM
2698
PBMares Wealth Management
Virginia
$737K +$6.52K +50 +0.9%
CCT
2699
Capital City Trust
Florida
$735K +$115K +879 +18%
5SA
2700
5th Street Advisors
Connecticut
$734K +$5.34K +41 +0.7%
106 107
108
109 110