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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 %
TFGT
3176
TS Financial Group (TSFG)
Illinois
$332K +$130 +1 +0%
DA
3177
Detalus Advisors
Missouri
$330K -$3.26K -25 -1%
LIM
3178
Lathrop Investment Management
Arkansas
$330K – – –
AWM
3179
Atticus Wealth Management
Florida
$330K -$96.7K -742 -23%
AFIA
3180
America First Investment Advisors
Nebraska
$330K +$55.9K +429 +20%
LFS
3181
Legacy Financial Strategies
Kansas
$329K +$4.3K +33 +1%
YDMI
3182
Y.D. More Investments
Israel
$329K +$63.8K +490 +24%
LODC
3183
Lanham O'Dell & Company
West Virginia
$329K +$83.5K +641 +34%
PFG
3184
Prosperity Financial Group
California
$328K -$16.2K -124 -5%
AWM
3185
Alterna Wealth Management
Texas
$328K +$106K +816 +48%
AWA
3186
AmeriServ Wealth Advisors
Pennsylvania
$327K -$45.6K -350 -12%
ACM
3187
Alethea Capital Management
Washington
$326K – – –
DWM
3188
Darwin Wealth Management
Florida
$326K -$18.3K -131 -5%
WCM
3189
Washburn Capital Management
Florida
$326K -$65.2K -500 -17%
MA
3190
MKT Advisors
California
$324K +$5.23K +41 +2%
HCP
3191
Holt Capital Partners
Texas
$324K – – –
BFAG
3192
Blackston Financial Advisory Group
Florida
$324K +$16K +123 +5%
WFA
3193
WMG Financial Advisors
Tennessee
$324K -$216K -896 -40%
CCA
3194
Conestoga Capital Advisors
Pennsylvania
$321K – – –
PDM
3195
Penn Davis McFarland
Texas
$320K -$47K -361 -13%
MAP
3196
Milestone Advisory Partners
North Carolina
$320K +$1.3K +10 +0.4%
AL
3197
Arnhold LLC
New York
$320K – – –
AR
3198
Apeiron RIA
Texas
$320K -$13.4K -103 -4%
CCA
3199
Covey Capital Advisors
Georgia
$319K – – –
CCIA
3200
Cherry Creek Investment Advisors
Colorado
$319K -$34.1K -262 -10%
126 127
128
129 130