JPM icon

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 %
JSAM
3251
J. Safra Asset Management
New York
$294K – – –
SM
3252
Sensible Money
Arizona
$294K -$1.82K -14 -0.6%
PC
3253
Permit Capital
Pennsylvania
$293K -$32.6K -250 -10%
CAGAS
3254
Capital Advisory Group Advisory Services
Minnesota
$293K +$125K +959 +74%
RPG
3255
Resource Planning Group
Georgia
$293K -$105K -808 -26%
WA
3256
WESPAC Advisors
California
$292K -$898K -6,890 -75%
HFM
3257
Harvest Fund Management
China
$290K +$11.2K +86 +4%
CYG
3258
Clean Yield Group
Vermont
$290K -$17.7K -136 -6%
GCL
3259
Gouws Capital LLC
North Carolina
$290K – – –
LAM
3260
Lakewood Asset Management
Illinois
$290K +$1.04K +8 +0.4%
UC
3261
Unio Capital
New Jersey
$288K – – –
RWM
3262
Ruedi Wealth Management
Illinois
$288K -$8.86K -68 -3%
ACP
3263
Arcus Capital Partners
Georgia
$287K – – –
MWM
3264
Madison Wealth Management
Ohio
$287K – – –
HCM
3265
Hutchinson Capital Management
California
$285K -$177K -1,359 -38%
EWA
3266
Encompass Wealth Advisors
Oregon
$284K -$29.2K -224 -9%
MAM
3267
Morse Asset Management
Connecticut
$284K -$44.3K -340 -14%
SAM
3268
SP Asset Management
California
$284K -$26.4K -203 -9%
SAF
3269
Smith Anglin Financial
Texas
$284K +$16.9K +130 +6%
HFS
3270
Heritage Financial Services
Massachusetts
$284K -$5.08K -39 -2%
SIS
3271
Strategic Investment Solutions
Illinois
$283K -$32.6K -250 -10%
BWCS
3272
Beirne Wealth Consulting Services
Connecticut
$283K +$6.13K +47 +2%
WQ
3273
Wealth Quarterback
New Jersey
$283K -$12.4K -95 -4%
CFG
3274
Compton Financial Group
Maryland
$282K +$8.73K +67 +3%
SAM
3275
Synergy Asset Management
Washington
$281K -$58.6K -450 -17%
129 130
131
132 133