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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 %
MM
3326
MQS Management
New York
$253K +$253K +1,938 New
LIA
3327
Luken Investment Analytics
Tennessee
$252K – – –
AWM
3328
Adams Wealth Management
Utah
$251K -$521 -4 -0.2%
VBFG
3329
Vishria Bird Financial Group
Tennessee
$251K – – –
PW
3330
Peninsula Wealth
California
$250K +$16.9K +130 +7%
BFWA
3331
Benchmark Financial Wealth Advisors
Florida
$250K +$1.43K +11 +0.6%
ECAM
3332
East Coast Asset Management
Massachusetts
$249K – – –
RWMG
3333
Redwood Wealth Management Group
New Jersey
$249K +$130 +1 +0.1%
BCM
3334
Brainard Capital Management
Texas
$248K +$261 +2 +0.1%
SC
3335
Schiavi & Co
Delaware
$247K +$247K +1,897 New
SCM
3336
Sebold Capital Management
Illinois
$247K +$7.69K +59 +3%
BBW
3337
Blue Barn Wealth
Utah
$247K +$47K +361 +24%
DFA
3338
DHJJ Financial Advisors
Illinois
$247K -$261 -2 -0.1%
PFG
3339
Pinnacle Financial Group
Illinois
$245K +$7.17K +55 +3%
F
3340
Fithian
New York
$245K – – –
WCM
3341
Wallace Capital Management
Texas
$245K -$16.3K -125 -6%
EA
3342
Echo45 Advisors
California
$244K +$7.82K +60 +3%
APS
3343
American Planning Services
Florida
$244K +$244K +1,869 New
SHWM
3344
Smith & Howard Wealth Management
Georgia
$244K -$6.52K -50 -3%
MCM
3345
McDonough Capital Management
Florida
$244K +$46.1K +354 +23%
CTFG
3346
Capstone Triton Financial Group
Oklahoma
$243K +$243K +1,867 New
SCA
3347
Southern Capital Advisors
Tennessee
$243K +$243K +1,862 New
CWM
3348
Cherrydale Wealth Management
New Jersey
$242K +$12.5K +96 +5%
PA
3349
Parkside Advisors
California
$241K – – –
DC
3350
Defender Capital
North Carolina
$241K – – –
132 133
134
135 136