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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 %
MWM
2926
Mascoma Wealth Management
New Hampshire
$518K +$78.7K +569 +18%
TWM
2927
Tanager Wealth Management
United Kingdom
$518K -$179K -1,370 -26%
TSS
2928
Thomas Story & Son
Indiana
$517K – – –
MIOT
2929
Massachusetts Institute of Technology
Massachusetts
$516K +$516K +3,960 New
SPWG
2930
Sage Private Wealth Group
Illinois
$515K +$41.2K +316 +9%
AFP
2931
Alpha Financial Partners
Kentucky
$515K -$48.5K -372 -9%
CWM
2932
Centric Wealth Management
Illinois
$515K +$1.3K +10 +0.3%
PCFFS
2933
Pacific Center for Financial Services
California
$514K +$514K +3,946 New
WW
2934
Westshore Wealth
California
$514K +$12.6K +97 +3%
HIG
2935
Heritage Investment Group
Florida
$514K -$41.5K -318 -7%
PCA
2936
Prosperity Capital Advisors
Ohio
$513K +$24.2K +186 +5%
LWP
2937
Lumature Wealth Partners
Georgia
$513K -$2.22K -17 -0.4%
FCT
2938
First Community Trust
Iowa
$513K – – –
PCMC
2939
Paragon Capital Management (Colorado)
Colorado
$512K +$521 +4 +0.1%
TA
2940
Tectonic Advisors
Texas
$512K +$81.7K +627 +19%
AI
2941
Atom Investors
Texas
$512K +$148K +1,134 +41%
AAG
2942
Armstrong Advisory Group
Massachusetts
$511K -$1.17K -9 -0.2%
AOI
2943
Auto-Owners Insurance
Michigan
$510K – – –
DPI
2944
Diversified Portfolios Inc
Michigan
$509K +$509K +3,904 New
PCC
2945
Park Circle Company
Maryland
$508K – – –
OKSA
2946
O'Keefe Stevens Advisory
New York
$508K +$118K +902 +30%
LL
2947
LWMG LLC
Minnesota
$508K -$5.47K -42 -1%
MM
2948
Meridian Management
Arkansas
$507K -$3.91M -29,980 -89%
LGG
2949
Luts & Greenleigh Group
Maryland
$507K +$72.1K +553 +17%
SWM
2950
Silverlake Wealth Management
Vermont
$506K -$23.3K -179 -4%
116 117
118
119 120