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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 %
NSG
3201
Nalls Sherbakoff Group
Tennessee
$318K +$318K +2,470 New
STB
3202
S&T Bank
Pennsylvania
$318K +$6K +46 +2%
WCM
3203
Wedge Capital Management
North Carolina
$318K -$324K -2,487 -50%
SIAG
3204
Safeguard Investment Advisory Group
California
$315K +$25.3K +194 +9%
BIG
3205
Builder Investment Group
Georgia
$315K – – –
NC
3206
NovaPoint Capital
Georgia
$315K +$47.3K +363 +18%
IFA
3207
Index Fund Advisors
California
$314K -$1.43K -11 -0.5%
KC
3208
Kinloch Capital
Virginia
$314K – – –
IAP
3209
Indie Asset Partners
Indiana
$313K -$39K -299 -11%
FSCM
3210
Front Street Capital Management
Montana
$313K -$18.3K -140 -6%
PMEF
3211
Point72 Middle East FZE
United Arab Emirates
$313K -$3.57M -27,367 -92%
JCM
3212
J2 Capital Management
Michigan
$313K +$313K +2,401 New
SPA
3213
Sherbrooke Park Advisers
New York
$313K +$313K +2,400 New
WF
3214
Whelan Financial
California
$312K +$521 +4 +0.2%
KIA
3215
Kraematon Investment Advisors
Massachusetts
$310K -$30.4K -233 -9%
PS
3216
Planned Solutions
California
$309K +$1.96K +15 +0.6%
VFP
3217
Verus Financial Partners
Virginia
$309K +$11.4K +85 +4%
CCP
3218
Carmel Capital Partners
California
$308K +$26.7K +205 +9%
CCM
3219
Copeland Capital Management
Pennsylvania
$308K -$2.61K -20 -0.8%
WFO
3220
Wealthgate Family Office
Colorado
$308K – – –
IIA
3221
ICW Investment Advisors
Arizona
$306K +$3.39K +26 +1%
MAM
3222
Milestone Asset Management
Pennsylvania
$306K +$4.04K +31 +1%
CMBA
3223
C.M. Bidwell & Associates
Hawaii
$306K +$218K +1,671 +248%
WBCM
3224
Wilson & Boucher Capital Management
California
$305K +$40.5K +311 +15%
MS
3225
Maven Securities
Jersey
$304K -$792K -6,079 -72%
127 128
129
130 131