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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 %
GAM
3051
Gemmer Asset Management
California
$424K +$4.56K +35 +1%
IGGA
3052
Iron Gate Global Advisors
Utah
$424K -$13.9K -107 -3%
RMCM
3053
Reynders McVeigh Capital Management
Massachusetts
$422K -$323K -2,479 -43%
DAM
3054
Deltec Asset Management
New York
$420K – – –
WFM
3055
Wolff Financial Management
Michigan
$419K – – –
CL
3056
COWA LLC
Oklahoma
$418K – – –
CSWM
3057
Cassady Schiller Wealth Management
Ohio
$417K – – –
BA
3058
Bridge Advisory
California
$416K +$42.9K +329 +11%
WCG
3059
Weaver Consulting Group
California
$416K -$24.2K -186 -6%
SPWG
3060
Syntegra Private Wealth Group
Missouri
$414K +$3.52K +27 +0.9%
HCA
3061
Heck Capital Advisors
Wisconsin
$413K +$14.3K +110 +4%
BSAM
3062
Blue Square Asset Management
New York
$413K +$413K +3,171 New
DCBT
3063
Dakota Community Bank & Trust
North Dakota
$412K +$68.7K +527 +20%
RC
3064
Rovin Capital
Arizona
$412K -$12.5K -96 -3%
JLBC
3065
J.L. Bainbridge & Co
Florida
$412K +$3.52K +27 +0.9%
GWM
3066
Gitterman Wealth Management
New Jersey
$410K – – –
CMI
3067
Clare Market Investments
Texas
$410K -$63.1K -484 -13%
CC
3068
Cipher Capital
New York
$409K +$409K +3,137 New
WPW
3069
Watershed Private Wealth
Illinois
$407K +$261 +2 +0.1%
CL
3070
CIM LLC
New York
$406K -$17.2K -132 -4%
PGWM
3071
Pitti Group Wealth Management
New York
$406K +$782 +6 +0.2%
SFS
3072
Solitude Financial Services
Virginia
$404K -$7.82K -60 -2%
ACA
3073
Ackerman Capital Advisors
Texas
$403K +$14.1K +108 +4%
BBA
3074
Braun-Bostich & Associates
Pennsylvania
$403K +$135K +1,034 +50%
POIA
3075
Pin Oak Investment Advisors
Texas
$403K +$44K +337 +12%
121 122
123
124 125