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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 %
WMS
3151
Wealth Management Solutions
Pennsylvania
$344K +$10.8K +83 +3%
AIA
3152
AIMZ Investment Advisors
California
$344K – – –
CHA
3153
Cooper/Haims Advisors
New York
$344K +$261 +2 +0.1%
AGA
3154
Arkos Global Advisors
Texas
$343K -$69.9K -537 -17%
NC
3155
NBW Capital
Massachusetts
$343K +$1.17K +9 +0.3%
IF
3156
Integrity Financial
Wyoming
$342K +$15.6K +120 +5%
VC
3157
Veery Capital
Delaware
$342K +$93.7K +719 +38%
MWA
3158
Motive Wealth Advisors
Michigan
$341K -$23.8K -183 -7%
PCTC
3159
Perkins Coie Trust Company
Washington
$341K +$102K +780 +42%
CFAM
3160
Coury Firm Asset Management
Pennsylvania
$341K +$120K +920 +54%
HGWM
3161
Horst & Graben Wealth Management
Oregon
$340K +$2.35K +18 +0.7%
GAMC
3162
Garner Asset Management Corp
Texas
$340K +$26.4K +202 +8%
SCM
3163
Stonehearth Capital Management
Massachusetts
$340K -$81.8K -628 -19%
UCB
3164
United Community Bank
South Carolina
$340K – – –
HNWA
3165
Henrickson Nauta Wealth Advisors
Michigan
$340K +$55.4K +425 +19%
NPPM
3166
North Point Portfolio Managers
Ohio
$339K – – –
SDH
3167
Sloy Dahl & Holst
Washington
$337K – – –
AIA
3168
Arbor Investment Advisors
North Carolina
$336K – – –
ML
3169
Mayport LLC
Massachusetts
$336K +$73.5K +564 +28%
WA
3170
Wealth Advisors
California
$336K +$23.4K +182 +7%
WCWM
3171
Willow Creek Wealth Management
California
$335K +$5.86K +45 +2%
VCM
3172
Versant Capital Management
Arizona
$335K +$151K +1,157 +82%
CPW
3173
Catalyst Private Wealth
California
$334K +$24.8K +190 +8%
FWMM
3174
Foundation Wealth Management (Missouri)
Missouri
$333K +$8.6K +66 +3%
Financial Engines Advisors
3175
Financial Engines Advisors
California
$332K -$460K -3,533 -58%
125 126
127
128 129