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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 %
WWP
3076
WR Wealth Planners
Missouri
$403K +$345K +2,646 +596%
TA
3077
Trellis Advisors
Washington
$402K +$21.4K +164 +6%
LWMG
3078
Levy Wealth Management Group
Pennsylvania
$401K +$2.48K +19 +0.6%
CCMW
3079
Cypress Capital Management (Wyoming)
Wyoming
$401K – – –
HWM
3080
Howard Wealth Management
Connecticut
$399K +$9.77K +75 +3%
MWPCG
3081
Measured Wealth Private Client Group
New Hampshire
$397K -$20.7K -159 -5%
GA
3082
Greenspring Advisors
Maryland
$394K +$394K +3,026 New
RFMS
3083
RWQ Financial Management Services
Florida
$393K -$2.52M -19,314 -86%
EA
3084
Emerald Advisors
Washington
$391K -$14.3K -110 -4%
PCM
3085
PAR Capital Management
Massachusetts
$391K +$195K +1,500 +100%
IFU
3086
iSAM Funds (UK)
United Kingdom
$390K +$390K +2,991 New
TC
3087
Trilogy Capital
California
$389K -$2.87K -22 -0.7%
WIA
3088
World Investment Advisors
California
$387K -$12.4K -95 -3%
HI
3089
Harrington Investments
California
$384K -$2.61K -20 -0.7%
BWA
3090
BlueSky Wealth Advisors
North Carolina
$383K +$4.82K +37 +1%
CAM
3091
Claret Asset Management
Quebec, Canada
$383K – – –
SC
3092
Schoolcraft Capital
Colorado
$383K +$57.2K +439 +18%
MPCL
3093
My Personal CFO LLC
Washington
$382K +$343K +2,636 +903%
SFWC
3094
Strategic Family Wealth Counselors
New Jersey
$381K +$1.43K +11 +0.4%
BW
3095
BIP Wealth
Georgia
$381K +$381K +2,925 New
AC
3096
Avenir Corporation
Virginia
$381K – – –
MCM
3097
Magnolia Capital Management
New York
$381K – – –
BDFN
3098
Bond & Devick Financial Network
Minnesota
$381K +$22.8K +175 +6%
SAM
3099
Sequent Asset Management
Texas
$380K +$261 +2 +0.1%
FWP
3100
Firethorn Wealth Partners
Georgia
$380K +$1.55K +11 +0.4%
122 123
124
125 126