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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 %
AA
2826
ALPS Advisors
Colorado
$607K -$607K -4,661 -50%
RWI
2827
Red Wave Investments
Pennsylvania
$606K -$26.1K -200 -4%
CCM
2828
Community Capital Management
Florida
$606K +$606K +4,650 New
DIA
2829
Davidson Investment Advisors
Montana
$606K -$70.4K -540 -10%
APW
2830
Axim Planning & Wealth
Ohio
$606K +$18.8K +144 +3%
CSWG
2831
Cardinal Strategic Wealth Guidance
Kentucky
$605K -$46.1K -355 -7%
JJBC
2832
James J. Burns & Company
New York
$604K +$146K +1,116 +32%
PWS
2833
Private Wealth Strategies
Ohio
$603K +$20.6K +158 +4%
WAM
2834
Wakefield Asset Management
Colorado
$603K +$603K +4,628 New
AFG
2835
ABLE Financial Group
Arizona
$600K +$600K +4,608 New
SPI
2836
Sutton Place Investors
New York
$600K +$5.08K +39 +0.9%
SAA
2837
Southeast Asset Advisors
Georgia
$599K +$22.2K +170 +4%
RHDIC
2838
R.H. Dinel Investment Counsel
California
$598K – – –
BIA
2839
Benchmark Investment Advisors
Illinois
$598K -$421K -3,228 -41%
Cohen & Steers
2840
Cohen & Steers
New York
$598K – – –
MSWMA
2841
Market Street Wealth Management Advisors
Indiana
$597K +$328K +2,514 +122%
EWA
2842
ERTS Wealth Advisors
Michigan
$597K -$35.3K -271 -6%
MC
2843
Matisse Capital
Oregon
$597K +$597K +4,581 New
OGC
2844
One68 Global Capital
New York
$596K +$596K +400 New
NNPTE
2845
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$595K -$15.8M -121,401 -96%
I2I
2846
Insight 2811 Inc
Illinois
$593K -$10.9K -84 -2%
CWM
2847
Centurion Wealth Management
Virginia
$593K +$5.99K +46 +1%
MIM
2848
Merrion Investment Management
New Jersey
$592K – – –
JCM
2849
Jag Capital Management
Missouri
$591K +$266K +2,042 +82%
SSG
2850
Summit Securities Group
New York
$590K -$1.34M -10,264 -69%
112 113
114
115 116