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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 %
RRCM
2776
Rappaport Reiches Capital Management
Illinois
$656K -$449K -3,448 -41%
SAM
2777
Seelaus Asset Management
New Jersey
$655K +$424K +2,996 +183%
TFA
2778
Tranquilli Financial Advisor
New Jersey
$655K +$33.1K +254 +5%
OFW
2779
Omnia Family Wealth
Florida
$652K +$7.69K +59 +1%
BSG
2780
Black Swift Group
Colorado
$652K -$434K -10,000 -40%
JC
2781
JBF Capital
Colorado
$652K – – –
GITFIT
2782
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$652K – – –
SCA
2783
Sandy Cove Advisors
Massachusetts
$651K – – –
LF
2784
Lee Financial
Texas
$651K +$11.5K +88 +2%
IIA
2785
Integral Investment Advisors
California
$650K -$51.5K -395 -7%
AWAP
2786
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$647K +$17.7K +136 +3%
ORAM
2787
One River Asset Management
Connecticut
$646K +$302K +2,337 +88%
THWM
2788
Taylor Hoffman Wealth Management
Virginia
$646K +$14.1K +108 +2%
TLP
2789
Trinity Legacy Partners
Texas
$645K -$138K -1,061 -18%
BIMC
2790
Benson Investment Management Company
Virginia
$645K – – –
LC
2791
Landaas & Company
Wisconsin
$645K +$521 +4 +0.1%
CWA
2792
CJM Wealth Advisers
Virginia
$644K +$391 +3 +0.1%
SIA
2793
Schear Investment Advisers
Ohio
$644K -$2.22K -17 -0.3%
JF
2794
Joule Financial
Kentucky
$642K -$13.9K -107 -2%
HAS
2795
HBW Advisory Services
California
$641K -$77.9K -598 -11%
TCM
2796
True Capital Management
California
$640K +$81.3K +624 +15%
VWM
2797
Vigilare Wealth Management
Arizona
$639K -$82.6K -634 -11%
LGA
2798
Lebenthal Global Advisors
New York
$639K +$13.6K +104 +2%
HI
2799
Humankind Investments
New York
$639K -$40.5K -311 -6%
RPCONE
2800
Retirement Planning Company of New England
Rhode Island
$638K +$3.65K +28 +0.6%
110 111
112
113 114