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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 %
TA
2901
TrueWealth Advisors
Alabama
$544K +$54.2K +416 +11%
CWA
2902
CM Wealth Advisors
Ohio
$543K +$29.5K +216 +6%
SRSA
2903
S.R. Schill & Associates
Washington
$542K +$1.43K +11 +0.3%
HA
2904
HC Advisors
Georgia
$542K +$80.9K +621 +18%
GHA
2905
Granite Harbor Advisors
Texas
$540K +$52.3K +401 +11%
MJRIC
2906
Mogy Joel R Investment Counsel
California
$540K – – –
IAG
2907
Investmark Advisory Group
Connecticut
$537K -$24.6K -189 -4%
NG
2908
Northstar Group
New York
$535K -$130 -1 -0%
OAM
2909
Oberweis Asset Management
Illinois
$533K +$391 +3 +0.1%
HG
2910
Harbor Group
New Hampshire
$533K +$52.8K +405 +11%
BRA
2911
Bender Robert & Associates
California
$531K -$7.3K -56 -1%
FRA
2912
Frank Rimerman Advisors
California
$531K – – –
KWS
2913
Keystone Wealth Services
California
$529K +$16.4K +126 +3%
FA
2914
Financial Advisors
Massachusetts
$529K – – –
BOSSRA
2915
B.O.S.S. Retirement Advisors
Utah
$528K +$155K +1,190 +42%
SFG
2916
Sunburst Financial Group
Alabama
$527K -$19.9K -153 -4%
GSC
2917
Grey Street Capital
Illinois
$526K +$526K +4,034 New
CWM
2918
Cranbrook Wealth Management
Michigan
$523K +$154K +1,180 +42%
KWM
2919
Kaydan Wealth Management
Michigan
$522K +$7.95K +61 +2%
SLG
2920
Stanley-Laman Group
Pennsylvania
$521K – – –
PFO
2921
PMC FIG Opportunities
Israel
$521K +$521K +4,000 New
EA
2922
Ellsworth Advisors
Ohio
$521K +$111K +853 +27%
DAM
2923
Derbend Asset Management
Georgia
$519K -$30.2K -232 -6%
AMCA
2924
Arthur M. Cohen & Associates
Illinois
$519K +$130 +1 +0%
HWM
2925
Hassell Wealth Management
Louisiana
$518K – – –
115 116
117
118 119