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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 %
HPWM
2976
High Pines Wealth Management
Massachusetts
$482K +$1.17K +9 +0.2%
HS
2977
Horan Securities
United States
$482K +$19.4K +149 +4%
KBFS
2978
Kohmann Bosshard Financial Services
Ohio
$481K – – –
SA
2979
Shilanski & Associates
Alaska
$480K +$267K +2,092 +125%
CFO
2980
Collective Family Office
Pennsylvania
$479K -$178K -1,369 -27%
DWA
2981
Dougherty Wealth Advisers
Minnesota
$479K – – –
CWM
2982
Cahaba Wealth Management
Georgia
$478K -$652 -5 -0.1%
GC
2983
Garde Capital
Washington
$476K -$24.5K -188 -5%
LOIP
2984
Live Oak Investment Partners
Texas
$476K -$489K – –
PSCM
2985
Per Stirling Capital Management
Texas
$475K -$118K -905 -20%
RCG
2986
Rock Creek Group
District of Columbia
$474K -$527K -4,045 -53%
RA
2987
Ruggaard & Associates
Ohio
$474K +$474K +3,635 New
BSSFA
2988
Baron Silver Stevens Financial Advisors
Florida
$473K +$50.9K +391 +12%
AWM
2989
Avondale Wealth Management
Texas
$472K +$3.26K +25 +0.7%
JCM
2990
Jacobsen Capital Management
Utah
$471K +$471K +3,618 New
TF
2991
Trek Financial
Arizona
$470K -$31K -238 -6%
UL
2992
Unionview LLC
Washington
$468K +$5.21K +40 +1%
PI
2993
Parkside Investments
Illinois
$468K +$42.5K +326 +10%
KC
2994
Kenfarb & Co
Kentucky
$468K – – –
GSIAS
2995
Garden State Investment Advisory Services
New Jersey
$468K +$18.2K +140 +4%
FCM
2996
Fourpath Capital Management
Oklahoma
$466K -$622K -4,773 -57%
Fuller & Thaler Asset Management
2997
Fuller & Thaler Asset Management
California
$463K – – –
FGA
2998
Fortis Group Advisors
New Jersey
$462K +$462K +3,343 New
MF
2999
Montis Financial
Massachusetts
$462K -$6.91K -53 -1%
IAG
3000
Investment Advisory Group
Massachusetts
$462K -$4.43K -34 -1%
118 119
120
121 122