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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 %
KCM
3001
Kathmere Capital Management
Pennsylvania
$461K +$64.1K +492 +16%
CCA
3002
Childress Capital Advisors
Texas
$461K -$825K -6,331 -64%
B
3003
Barings
North Carolina
$459K +$47.6K +365 +12%
AWAU
3004
Alliance Wealth Advisors (Utah)
Utah
$458K -$20.6K -158 -4%
CL
3005
CSS LLC
Illinois
$456K – – –
MRWM
3006
ML&R Wealth Management
Texas
$455K +$455K +3,488 New
DOA
3007
D'Orazio & Associates
Virginia
$454K +$25.2K +193 +6%
ADMI
3008
Albert D. Mason Inc
Massachusetts
$454K – – –
1W
3009
1776 Wealth
Georgia
$453K +$70.6K +542 +18%
CAWM
3010
Capital Advisors Wealth Management
Washington
$453K -$8.6K -66 -2%
KAM
3011
KEB Asset Management
Illinois
$452K +$8.86K +68 +2%
MWP
3012
Meridian Wealth Partners
Pennsylvania
$452K +$49.4K +379 +12%
TCM
3013
Teza Capital Management
Illinois
$452K +$452K +3,466 New
HIA
3014
HTG Investment Advisors
Connecticut
$452K -$2.74K -21 -0.6%
CIA
3015
Cascade Investment Advisors
Oregon
$451K +$6.52K +50 +1%
PPW
3016
Pasadena Private Wealth
California
$451K +$261 +2 +0.1%
MF
3017
Meridian Financial
Massachusetts
$450K -$61.2K -470 -12%
C
3018
CEDRUS
Colorado
$450K +$3.52K +27 +0.8%
CI
3019
Cavalier Investments
Georgia
$449K +$24K +184 +6%
MPAM
3020
Murphy Pohlad Asset Management
Minnesota
$448K – – –
CCB
3021
Cutter & Co Brokerage
Missouri
$448K +$32.3K +248 +8%
NIC
3022
Northwest Investment Counselors
Oregon
$446K +$3K +23 +0.7%
IFO
3023
Independent Family Office
New York
$446K – – –
FA
3024
Forefront Analytics
Pennsylvania
$445K +$3.13K +24 +0.7%
TIM
3025
Total Investment Management
Arizona
$445K +$3.13K +24 +0.7%
119 120
121
122 123