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 %
RIG
3351
RiverFront Investment Group
Virginia
$240K – – –
APWA
3352
Atlas Private Wealth Advisors
New Jersey
$240K +$1.17K +9 +0.5%
HWM
3353
HFR Wealth Management
New York
$240K – – –
DWM
3354
Denver Wealth Management
Colorado
$240K -$17.3K -133 -7%
HW
3355
Hamilton Wealth
California
$239K -$57.1K -438 -19%
SC
3356
Sepio Capital
Utah
$238K -$31.4K -241 -12%
KL
3357
KWMG LLC
Kansas
$238K +$30.1K +231 +14%
RWA
3358
Rooted Wealth Advisors
Illinois
$238K +$238K +1,714 New
AMR
3359
Asset Management Resources
Massachusetts
$238K -$93.7K -719 -28%
KPWG
3360
KFA Private Wealth Group
Virginia
$238K +$912 +7 +0.4%
SFC
3361
Strategic Financial Concepts
Texas
$237K +$237K +1,822 New
RAG
3362
RIA Advisory Group
Iowa
$237K +$237K +1,832 New
AAM
3363
Ameraudi Asset Management
New York
$237K -$8.86K -68 -4%
SWMG
3364
Sanchez Wealth Management Group
Florida
$237K – – –
WA
3365
Waterford Advisors
New York
$236K +$12.6K +97 +6%
ESCM
3366
Echo Street Capital Management
New York
$236K +$236K +1,810 New
WFPG
3367
Waller Financial Planning Group
Ohio
$236K +$236K +1,809 New
SFC
3368
SYM Financial Corp
Indiana
$236K -$57.5K -441 -20%
CWA
3369
Clarus Wealth Advisors
Arizona
$235K -$12.9K -101 -5%
CPC
3370
Cookson Peirce & Co
Pennsylvania
$235K +$522 +4 +0.2%
LFRG
3371
Lazard Frères Gestion
France
$235K +$235K +2,163 New
GSIS
3372
Global Strategic Investment Solutions
Arizona
$235K +$3.78K +29 +2%
CP
3373
Capital Planning
Washington
$235K +$235K +1,803 New
SWM
3374
SFG Wealth Management
Maryland
$234K +$21K +161 +10%
CIM
3375
Confluence Investment Management
Missouri
$234K -$9.64K -74 -4%
133 134
135
136 137