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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
3126
PRW Wealth Management
Massachusetts
$357K – – –
TIA
3127
Tandem Investment Advisors
South Carolina
$356K -$90.6K -695 -20%
VCWA
3128
Vanguard Capital Wealth Advisors
Colorado
$355K +$1.04K +8 +0.3%
ISWM
3129
Independent Solutions Wealth Management
New York
$355K -$324K -2,490 -48%
RC
3130
Reik & Co
New York
$355K – – –
CW
3131
Cook Wealth
North Carolina
$355K +$2.06K +15 +0.6%
SL
3132
Summitry LLC
California
$355K -$34.1K -262 -9%
FFL
3133
Financial Freedom LLC
Ohio
$354K -$8.6K -66 -2%
KA
3134
Keene & Associates
Texas
$353K -$261 -2 -0.1%
TS
3135
Tamar Securities
California
$353K -$4.04K -31 -1%
SLA
3136
Silver Lake Advisory
Utah
$353K +$353K +2,707 New
ACM
3137
Aljian Capital Management
Nevada
$352K -$26.1K -200 -7%
HP
3138
Hilltop Partners
Indiana
$352K +$6.91K +53 +2%
SC
3139
Saturna Capital
Washington
$351K – – –
B
3140
Bridgeworth
Alabama
$350K +$39.7K +305 +13%
CF
3141
Corrigan Financial
Rhode Island
$349K +$261 +2 +0.1%
MECA
3142
Miller Equity Capital Advisors
Texas
$349K – – –
DSAM
3143
Dock Street Asset Management
Florida
$348K – – –
LA
3144
Lane & Associates
New Jersey
$347K +$347K +2,662 New
ICM
3145
Islay Capital Management
Texas
$347K +$338K +2,591 +3,649%
AWM
3146
Altus Wealth Management
Kentucky
$347K +$1.04K +8 +0.3%
DFCM
3147
Dark Forest Capital Management
Puerto Rico
$345K +$345K +2,648 New
W
3148
WealthOne
New York
$345K +$10.2K +78 +3%
SFG
3149
SNS Financial Group
Minnesota
$345K -$229K -1,756 -40%
WI
3150
Wedgewood Investors
Pennsylvania
$344K -$13K -100 -4%
124 125
126
127 128