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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 %
TA
3101
TFB Advisors
Kansas
$380K +$20.6K +158 +6%
SF
3102
Symphony Financial
Texas
$378K +$11.1K +86 +3%
FA
3103
Fountainhead AM
New Jersey
$378K +$4.95K +38 +1%
ACM
3104
Advance Capital Management
Michigan
$378K +$16.3K +125 +5%
WAOI
3105
Wealth Advisors of Iowa
Iowa
$376K -$25.8K -198 -6%
JGIA
3106
Jackson Grant Investment Advisers
Connecticut
$375K +$28.1K +216 +8%
CRIG
3107
Charter Research & Investment Group
Connecticut
$374K +$2.74K +21 +0.7%
RIA
3108
Richwood Investment Advisors
Ohio
$372K – – –
FWM
3109
FSA Wealth Management
Massachusetts
$371K -$22K -169 -6%
AW
3110
Avion Wealth
Texas
$370K +$2.81K +21 +0.8%
SHFP
3111
Second Half Financial Partners
Florida
$370K -$35.6K -273 -9%
CIA
3112
Cape Investment Advisory
Georgia
$369K +$369K +2,835 New
GGI
3113
Godsey & Gibb Inc
Virginia
$367K +$367K +2,819 New
MFGM
3114
Marshall Financial Group (Maryland)
Maryland
$366K -$4.3K -33 -1%
Renaissance Technologies
3115
Renaissance Technologies
New York
$366K +$366K +2,809 New
IPW
3116
Intergy Private Wealth
Colorado
$366K +$14.2K +109 +4%
SG
3117
Strid Group
Pennsylvania
$365K – – –
MMHP
3118
Murphy Middleton Hinkle & Parker
Georgia
$362K – – –
HKAM
3119
Horizon Kinetics Asset Management
New York
$360K +$27.4K +210 +8%
TWP
3120
Tower Wealth Partners
Pennsylvania
$359K +$8.21K +63 +2%
PP
3121
Patron Partners
Texas
$359K -$13.3K -102 -4%
PCM
3122
Pennsylvania Capital Management
Pennsylvania
$358K – – –
CWM
3123
CarsonAllaria Wealth Management
Illinois
$358K +$1.43K +11 +0.4%
AWS
3124
Arkfeld Wealth Strategies
Nebraska
$357K +$41.8K +325 +13%
IP
3125
Isthmus Partners
Wisconsin
$357K +$13.7K +105 +4%
123 124
125
126 127