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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 %
PWM
3026
Prosperity Wealth Management
California
$444K +$3.78K +29 +0.9%
EWA
3027
EP Wealth Advisors
California
$443K -$30.1M -576,115 -99%
BDA
3028
Borer Denton & Associates
Pennsylvania
$441K +$4.56K +35 +1%
KOC
3029
Koss-Olinger Consulting
Florida
$440K +$13K +100 +3%
RBCM
3030
Raub Brock Capital Management
California
$440K -$52.6K -404 -11%
OWA
3031
Opal Wealth Advisors
New York
$439K +$48.3K +371 +12%
MTIM
3032
Marathon Trading Investment Management
Pennsylvania
$438K -$212K -1,625 -33%
SWM
3033
Shelton Wealth Management
Texas
$437K -$17.7K -136 -4%
TPW
3034
Tiller Private Wealth
Pennsylvania
$435K +$261 +2 +0.1%
CM
3035
Columbus Macro
Pennsylvania
$434K +$24.9K +181 +6%
HAS
3036
Holland Advisory Services
Florida
$433K – – –
VCP
3037
Vista Capital Partners
Oregon
$432K +$261 +2 +0.1%
PHIC
3038
Pine Haven Investment Counsel
Massachusetts
$431K – – –
MIA
3039
Milestone Investment Advisors
Wisconsin
$431K +$431K +3,308 New
IWA
3040
Inspirion Wealth Advisors
Illinois
$431K +$32.8K +252 +8%
LFG
3041
Lockerman Financial Group
California
$430K +$5.47K +42 +1%
WAM
3042
WNY Asset Management
New York
$429K -$44.4K -341 -9%
WA
3043
Wealthstream Advisors
New York
$429K -$4.95K -38 -1%
DCM
3044
Dimension Capital Management
Florida
$428K -$90.8K -697 -18%
FSC
3045
Full Sail Capital
Oklahoma
$427K -$17.2K -132 -4%
MAG
3046
Mayfair Advisory Group
Alabama
$427K -$6.94K -50 -2%
BCM
3047
Brooktree Capital Management
Michigan
$427K -$736K -5,648 -63%
AA
3048
Advisory Alpha
Michigan
$425K +$65.3K +501 +18%
HPM
3049
Hoxton Planning & Management
West Virginia
$425K -$9.9K -76 -2%
WFAG
3050
Wescott Financial Advisory Group
Pennsylvania
$425K +$184K +1,409 +76%
120 121
122
123 124