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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 %
IWN
3226
Independent Wealth Network
Iowa
$304K +$16.7K +128 +6%
T
3227
TRUADVICE
Florida
$303K +$303K +2,193 New
TFO
3228
Tarbox Family Office
California
$303K -$521 -4 -0.2%
TC
3229
TAGStone Capital
North Carolina
$302K -$3.39K -26 -1%
TC
3230
Tacita Capital
Ontario, Canada
$302K – – –
GM
3231
GeoWealth Management
Illinois
$302K +$96.3K +738 +47%
CHP
3232
Cable Hill Partners
Oregon
$302K -$366K -2,810 -55%
WP
3233
Wealthspan Partners
Iowa
$301K -$27.5K -211 -8%
NWA
3234
Navis Wealth Advisors
New York
$300K +$391 +3 +0.1%
FWM
3235
Forefront Wealth Management
Pennsylvania
$300K +$261 +2 +0.1%
BCM
3236
Bluefin Capital Management
New York
$300K -$662K -4,940 Closed
IWM
3237
Integris Wealth Management
California
$298K +$16.3K +125 +6%
BBWP
3238
Beacon Bridge Wealth Partners
Pennsylvania
$298K -$13.8K -106 -4%
CSIA
3239
Charles Schwab Investment Advisory
California
$298K +$43.7K +335 +17%
ZIMP
3240
Zimmermann Investment Management & Planning
Pennsylvania
$298K +$21.2K +163 +8%
AWM
3241
Act Wealth Management
Texas
$298K +$9.38K +72 +3%
SIC
3242
SJS Investment Consulting
Ohio
$297K +$4.17K +32 +1%
ML
3243
McAdam LLC
Pennsylvania
$297K +$297K +2,276 New
MGAM
3244
McGowan Group Asset Management
Texas
$297K +$58.4K +448 +25%
NCMW
3245
Northern Capital Management (Washington)
Washington
$295K -$4.69K -36 -2%
WFA
3246
Websterrogers Financial Advisors
South Carolina
$295K +$2.09K +16 +0.7%
CNWM
3247
Clay Northam Wealth Management
California
$295K – – –
GB
3248
Goepper Burkhardt
South Carolina
$295K +$8.34K +64 +3%
HAFS
3249
Hapanowicz & Associates Financial Services
Pennsylvania
$294K – – –
IVP
3250
Intrinsic Value Partners
Arizona
$294K – – –
128 129
130
131 132