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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 %
KL
2951
KilterHowling LLC
Colorado
$506K +$60.3K +463 +14%
SAS
2952
Stelac Advisory Services
New York
$506K +$11.7K +90 +2%
SCM
2953
Shapiro Capital Management
Georgia
$506K – – –
AG
2954
Algert Global
California
$503K – – –
YWS
2955
Yarger Wealth Strategies
Ohio
$501K +$3.13K +24 +0.6%
SWP
2956
Semus Wealth Partners
Florida
$501K +$27.8K +213 +6%
SICM
2957
Sustainable Insight Capital Management
New York
$498K +$104K +800 +26%
PCM
2958
Piedmont Capital Management
Montana
$498K +$42.1K +324 +9%
IWA
2959
IVC Wealth Advisors
Pennsylvania
$496K +$9.12K +70 +2%
NED
2960
Nancy E. Dempze
$496K – – –
LCM
2961
LCM Capital Management
Illinois
$495K -$3K -23 -0.6%
DW
2962
Domani Wealth
Pennsylvania
$494K +$13.8K +106 +3%
WAM
2963
Wallington Asset Management
Indiana
$493K – – –
CWMU
2964
Caliber Wealth Management (Utah)
Utah
$492K -$1.53M -11,770 -76%
THL
2965
Tillman Hartley LLC
Colorado
$492K – – –
LFA
2966
Laraway Financial Advisors
Minnesota
$492K -$39.1K -300 -7%
SAM
2967
S.A. Mason
Michigan
$489K -$20.2K -155 -4%
SPI
2968
Santori & Peters Inc
Pennsylvania
$488K +$1.69K +13 +0.3%
MWM
2969
Merriman Wealth Management
Washington
$487K -$6.65K -51 -1%
CFA
2970
Cahill Financial Advisors
Minnesota
$484K -$367K -2,819 -43%
HC
2971
Hourglass Capital
Texas
$484K – – –
IIA
2972
IPG Investment Advisors
California
$484K -$586K -4,500 -55%
FAG
2973
Financial Advisory Group
Texas
$483K +$82.1K +630 +20%
NA
2974
Nottingham Advisors
New York
$482K -$40.3K -309 -8%
OFS
2975
OneAscent Financial Services
Alabama
$482K +$241K +1,850 +100%
117 118
119
120 121