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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 %
WDA
2801
Wendell David Associates
New Hampshire
$636K -$47.2K -362 -7%
MWM
2802
MinichMacGregor Wealth Management
New York
$636K +$27.5K +211 +5%
SFP
2803
Sweet Financial Partners
Minnesota
$635K -$33.9K -260 -5%
AWM
2804
Aprio Wealth Management
Georgia
$634K +$136K +1,047 +27%
GDP
2805
Great Diamond Partners
Maine
$634K +$55.4K +425 +10%
WF
2806
Wayfinding Financial
Washington
$632K +$173K +1,325 +38%
MWM
2807
Maltin Wealth Management
New Jersey
$631K +$3.39K +26 +0.5%
CAM
2808
Concorde Asset Management
Michigan
$630K -$109K -755 -15%
RWM
2809
Reston Wealth Management
Virginia
$625K -$6.65K -51 -1%
PAG
2810
Paladin Advisory Group
Iowa
$622K +$622K +4,770 New
SVCP
2811
Silicon Valley Capital Partners
California
$622K +$48.5K +372 +8%
CWG
2812
Crown Wealth Group
North Carolina
$621K +$291K +2,230 +88%
FFM
2813
Flagstone Financial Management
Nebraska
$619K – – –
HWM
2814
Horizon Wealth Management
Illinois
$618K +$151K +1,160 +32%
JC
2815
Jacobs & Co
California
$618K -$113K -866 -15%
GG
2816
GenWealth Group
New Jersey
$616K – – –
NP
2817
Ninepoint Partners
Ontario, Canada
$615K +$109K +837 +22%
HFS
2818
Howard Financial Services
Texas
$612K +$47.2K +362 +8%
TWM
2819
TriaGen Wealth Management
California
$612K +$12.4K +95 +2%
UWPG
2820
Ullmann Wealth Partners Group
Florida
$611K +$24.8K +190 +4%
CGFA
2821
Colton Groome Financial Advisors
North Carolina
$611K +$611K +4,690 New
RCM
2822
Requisite Capital Management
Texas
$611K -$104K -795 -14%
FC
2823
FCA Corp
Texas
$609K +$336K +2,577 +123%
DAM
2824
Diamant Asset Management
Connecticut
$609K – – –
FPCG
2825
Forum Private Client Group
Indiana
$608K -$32.1K -246 -5%
111 112
113
114 115