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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 %
CFG
2876
Carr Financial Group
Massachusetts
$566K +$25.9K +199 +5%
EIA
2877
Eldridge Investment Advisors
New Hampshire
$565K -$7.03K -54 -1%
TFF
2878
The Family Firm
Maryland
$564K +$5.21K +40 +0.9%
AAMC
2879
Asset Allocation & Management Company
Illinois
$564K – – –
LRIA
2880
Leonard Rickey Investment Advisors
Washington
$563K +$48.1K +369 +9%
ASFA
2881
All Season Financial Advisors
Colorado
$563K +$161K +1,233 +40%
HWA
2882
Hillcrest Wealth Advisors
New Jersey
$562K – – –
ONST
2883
Old North State Trust
North Carolina
$561K -$1.56K -12 -0.3%
HAM
2884
Hedges Asset Management
Nevada
$560K – – –
SDAM
2885
Shulman DeMeo Asset Management
New York
$559K +$1.56K +12 +0.3%
AT
2886
Avalon Trust
New Mexico
$558K +$558K +4,285 New
SFFS
2887
Stonehage Fleming Financial Services
Jersey
$558K +$214K +2,023 +62%
MAWA
2888
Moss Adams Wealth Advisors
Washington
$557K +$46.7K +358 +9%
SWA
2889
Sax Wealth Advisors
New Jersey
$556K -$16.9K -130 -3%
ETIA
2890
Epic Trust Investment Advisors
Washington
$554K +$196K +1,501 +55%
NVIM
2891
New Vernon Investment Management
Illinois
$554K – – –
CGH
2892
CMG Global Holdings
Texas
$553K -$26.2K -201 -5%
ABLA
2893
Alan B. Lancz & Associates
Ohio
$552K – – –
PGA
2894
Portland Global Advisors
Maine
$549K -$177K -1,359 -24%
SGWM
2895
Sterling Group Wealth Management
California
$548K -$9.9K -76 -2%
VIM
2896
VELA Investment Management
Ohio
$546K +$115K +881 +27%
CCA
2897
Cottonwood Capital Advisors
Utah
$546K +$652 +5 +0.1%
ACP
2898
Aveo Capital Partners
Colorado
$546K +$24.6K +189 +5%
ACA
2899
Affinity Capital Advisors
California
$545K -$9.9K -76 -2%
APA
2900
Astoria Portfolio Advisors
New York
$544K -$49.3K -384 -8%
114 115
116
117 118