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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 %
AFS
3276
Axiom Financial Strategies
Indiana
$280K -$1.83K -14 -0.6%
KFS
3277
Kaizen Financial Strategies
California
$277K -$13.7K -105 -5%
CWM
3278
Campbell Wealth Management
Virginia
$277K -$10K -77 -3%
GCM
3279
G2 Capital Management
Ohio
$276K +$3.91K +30 +1%
T
3280
TNF
Montana
$275K -$13.4K -97 -5%
GA
3281
GoalVest Advisory
New York
$275K +$104K +802 +61%
SSW
3282
Smith Shellnut Wilson
Mississippi
$275K -$21.6K -166 -7%
LFA
3283
Level Financial Advisors
New York
$274K -$3.52K -27 -1%
RJTCONH
3284
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$22.7K -174 -8%
TC
3285
Truvestments Capital
Florida
$274K -$33.1K -254 -11%
SAG
3286
Spotlight Asset Group
Illinois
$273K +$273K +2,237 New
BBPWM
3287
Blue Bell Private Wealth Management
Pennsylvania
$273K – – –
CWA
3288
Consilio Wealth Advisors
Washington
$272K +$56.7K +435 +26%
LSIA
3289
LaSalle St. Investment Advisors
Illinois
$270K +$270K +2,079 New
HFW
3290
Horizon Family Wealth
Illinois
$270K -$201K -1,545 -43%
PAWA
3291
Palo Alto Wealth Advisors
California
$269K -$18.6K -143 -6%
VW
3292
Vance Wealth
California
$269K +$27.9K +214 +12%
RHJA
3293
Rice Hall James & Associates
California
$268K – – –
NF
3294
Norwood Financial
Pennsylvania
$268K – – –
OPPS
3295
Obsidian Personal Planning Solutions
Maryland
$268K – – –
BIA
3296
Beacon Investment Advisors
Maryland
$267K +$1.69K +13 +0.6%
CRG
3297
Cornerstone Retirement Group
Nevada
$267K +$32.1K +246 +14%
CC
3298
Codex Capital
New York
$266K – – –
TBWA
3299
Three Bridge Wealth Advisors
California
$266K +$266K +2,040 New
KFS
3300
Kurt F. Somerville
$265K – – –
130 131
132
133 134