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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 %
ICP
2726
Interchange Capital Partners
Pennsylvania
$708K +$708K +5,477 New
CA
2727
Crumly & Associates
Illinois
$708K +$86.3K +662 +14%
IHL
2728
Investment House LLC
California
$707K +$31.4K +241 +5%
ES
2729
Eagle Strategies
New York
$706K +$8.08K +62 +1%
PC
2730
Port Capital
Illinois
$704K -$146K -1,119 -17%
WIC
2731
Wilkins Investment Counsel
Massachusetts
$703K -$13K -100 -2%
STAS
2732
Strong Tower Advisory Services
Minnesota
$701K +$30.1K +231 +4%
CCM
2733
Carlson Capital Management
Minnesota
$700K +$2.61K +20 +0.4%
CF
2734
Copperwynd Financial
Arizona
$699K -$1.95M -14,933 -74%
TAIM
2735
TD Ameritrade Investment Management
Nebraska
$697K -$196K -1,505 -22%
DIM
2736
Delta Investment Management
California
$697K -$15.8K -121 -2%
CFO
2737
Callan Family Office
Pennsylvania
$697K +$411K +3,153 +144%
WLPWM
2738
Walled Lake Planning & Wealth Management
Illinois
$697K +$697K +5,347 New
BFA
2739
Buttonwood Financial Advisors
Maryland
$696K +$130 +1 +0%
CAM
2740
Cidel Asset Management
Ontario, Canada
$694K +$6.91K +53 +1%
SFM
2741
Spartan Fund Management
Canada
$692K +$130K +1,000 +23%
GWSG
2742
GPS Wealth Strategies Group
Colorado
$691K +$691K +5,304 New
WMC
2743
Westwood Management Corporation
Illinois
$691K -$125K -960 -15%
SOS
2744
Silver Oak Securities
Tennessee
$691K -$49.1K -377 -7%
SCA
2745
St. Clair Advisors
Ohio
$691K +$391K +3,000 +130%
MWM
2746
McNaughton Wealth Management
California
$690K -$19.3K -148 -3%
FMI
2747
F/M Investments
District of Columbia
$689K -$1.62M -12,425 -70%
RW
2748
Rede Wealth
Virginia
$689K +$261 +2 +0%
SIM
2749
SSI Investment Management
California
$689K -$673K -5,163 -49%
MFG
2750
Menard Financial Group
Texas
$688K -$50.6K -388 -7%
108 109
110
111 112