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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 %
TAM
3301
Tucker Asset Management
Colorado
$264K +$13.6K +104 +5%
BCMLT
3302
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$37.4K +287 +17%
HKIMG
3303
Hutchens & Kramer Investment Management Group
Indiana
$263K +$57.9K +444 +28%
MA
3304
Mezzasalma Advisors
New Jersey
$263K – – –
CCC
3305
Chelsea Counsel Company
California
$263K – – –
GAM
3306
Garrison Asset Management
Arkansas
$262K +$65.8K +505 +33%
MCM
3307
Monument Capital Management
Virginia
$262K +$262K +2,007 New
NRW
3308
Nova R Wealth
Kansas
$261K +$43K +330 +20%
SBWIC
3309
Schaper Benz & Wise Investment Counsel
Wisconsin
$261K -$25.4K -195 -9%
KC
3310
Knuff & Co
California
$261K – – –
FA
3311
Fortis Advisors
Pennsylvania
$261K – – –
NWA
3312
New World Advisors
Massachusetts
$260K +$13.3K +102 +5%
EF
3313
Exeter Financial
Arizona
$259K – – –
SAM
3314
Shikiar Asset Management
New York
$259K +$259K +1,990 New
GCM
3315
Goldstream Capital Management
Hong Kong
$258K +$258K +1,981 New
TAM
3316
TCP Asset Management
Ohio
$258K +$258K +1,980 New
AFG
3317
Affinia Financial Group
Massachusetts
$258K +$258K +1,830 New
LA
3318
Lifeworks Advisors
Michigan
$256K +$48.1K +369 +23%
CCP
3319
Clarkston Capital Partners
Michigan
$256K +$3.26K +25 +1%
OCG
3320
Opus Capital Group
Ohio
$256K +$2.99K +23 +1%
MWM
3321
Moran Wealth Management
Florida
$256K +$53.6K +411 +26%
KA
3322
Kearns & Associates
California
$255K – – –
DP
3323
Denver PWM
Colorado
$255K -$47.9K -349 -16%
CFGSD
3324
Compass Financial Group (South Dakota)
South Dakota
$254K +$782 +6 +0.3%
AIM
3325
Arcadia Investment Management
Michigan
$254K -$7.04K -54 -3%
131 132
133
134 135