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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 %
GCS
2751
Gordian Capital (Singapore)
Singapore
$688K -$96.3K -739 -12%
EFH
2752
Eaton Financial Holdings
Florida
$688K -$55.5K -426 -7%
VI
2753
Versor Investments
New York
$687K -$67.1K -515 -9%
HA
2754
Hofer & Associates
California
$683K – – –
TCM
2755
Tributary Capital Management
Nebraska
$683K -$13K -100 -2%
AWMG
2756
Alliance Wealth Management Group
New Jersey
$683K – – –
WIM
2757
Westside Investment Management
California
$682K +$13K +100 +2%
LI
2758
LVZ Inc
Michigan
$681K +$63.1K +484 +10%
BOM
2759
Bank of Marin
California
$681K -$40.4K -310 -6%
RA
2760
Rational Advisors
New York
$678K +$90.2K +692 +15%
BC
2761
Belmont Capital
California
$678K – – –
PCM
2762
Perritt Capital Management
Illinois
$677K -$26.3K -202 -4%
SEIA
2763
Signature Estate & Investment Advisors
California
$677K +$20.3K +156 +3%
DA
2764
Drake & Associates
Wisconsin
$677K +$232K +1,784 +52%
TIM
2765
Tortoise Investment Management
New York
$676K +$130 +1 +0%
BG
2766
Benedetti & Gucer
Georgia
$674K +$674K +5,176 New
CMANY
2767
Capital Management Associates (New York)
New York
$669K -$439K -3,371 -40%
FPGK
2768
Financial Partners Group (Kansas)
Kansas
$668K -$8.08K -62 -1%
WB
2769
West Bancorporation
Iowa
$668K -$63.5K -487 -9%
RPGK
2770
Retirement Planning Group (Kansas)
Kansas
$667K +$16.2K +124 +2%
FFWM
2771
Future Financial Wealth Management
Ohio
$664K -$1.95K -15 -0.3%
CAM
2772
Campion Asset Management
Virginia
$660K +$31.4K +241 +5%
OPW
2773
Oxler Private Wealth
New York
$658K -$404K -3,104 -38%
DI
2774
Diligent Investors
California
$658K +$77.3K +593 +13%
ACM
2775
AUA Capital Management
Pennsylvania
$657K – – –
109 110
111
112 113