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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 %
BWA
2701
Burt Wealth Advisors
Maryland
$732K +$5.6K +43 +0.8%
SFP
2702
Sandbox Financial Partners
Maryland
$731K +$11.6K +89 +2%
HC
2703
Hamilton Capital
Ohio
$730K -$131K -1,008 -15%
SEP
2704
Southland Equity Partners
Missouri
$730K +$10K +77 +1%
KIA
2705
KLR Investment Advisors
Rhode Island
$728K +$65.9K +506 +10%
CA
2706
Crewe Advisors
Utah
$728K -$52.3K -401 -7%
MFWP
2707
Mosaic Family Wealth Partners
Missouri
$727K -$5.21K -40 -0.7%
MWP
2708
Moller Wealth Partners
$727K – – –
EBA
2709
Eagle Bay Advisors
New York
$726K -$91.6K -703 -11%
HI
2710
Hoey Investments
Pennsylvania
$726K +$337K +2,587 +87%
SIS
2711
Sound Income Strategies
Florida
$724K -$7.3K -56 -1%
GPWA
2712
Great Point Wealth Advisors
Massachusetts
$723K – – –
AFO
2713
Allie Family Office
Florida
$722K – – –
TCOO
2714
Trust Company of Oklahoma
Oklahoma
$721K +$12.8K +98 +2%
BRG
2715
Bay Rivers Group
Virginia
$720K +$46.9K +360 +7%
CQS
2716
Credential Qtrade Securities
$718K +$295K +2,265 +70%
BAM
2717
Bellevue Asset Management
Washington
$717K -$9.38K -72 -1%
FC
2718
Financial Consulate
Maryland
$717K +$43.5K +334 +6%
TCM
2719
Triumph Capital Management
Colorado
$716K +$149K +1,142 +26%
EFM
2720
E Fund Management
China
$712K -$28K -215 -4%
FCM
2721
Firestone Capital Management
Florida
$712K +$261K +2,000 +58%
KC
2722
Kingfisher Capital
North Carolina
$711K +$4.3K +33 +0.6%
GSAM
2723
Grant Street Asset Management
Pennsylvania
$710K – – –
HFA
2724
High Falls Advisors
New York
$709K +$11.7K +90 +2%
WRPWM
2725
Werba Rubin Papier Wealth Management
California
$708K +$34.8K +267 +5%
107 108
109
110 111