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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
$8.05B
2
Norges Bank
Norges Bank
Norway
$4.37B
3
Goldman Sachs
Goldman Sachs
New York
$2.37B
4
SP
Sarasin & Partners
United Kingdom
$325M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.27B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.28B
2
State Street
State Street
Massachusetts
$16.1B
3
CSA
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
Primecap Management
California
$792M
5
Federated Hermes
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
3376
Prentiss Smith & Co
Vermont
$234K – – –
HSG
3377
Helen Stephens Group
Texas
$234K +$16.2K +124 +7%
AWA
3378
Aletheian Wealth Advisors
Washington
$234K +$38.4K +295 +20%
IA
3379
Inspire Advisors
Idaho
$233K +$233K +1,787 New
AWM
3380
AAF Wealth Management
Massachusetts
$233K +$233K +1,786 New
WMWM
3381
Whitaker-Myers Wealth Managers
Ohio
$232K +$7.56K +58 +3%
VAM
3382
Verity Asset Management
North Carolina
$232K -$4.56K -35 -2%
RIM
3383
Rockbridge Investment Management
New York
$230K -$7.17K -55 -3%
MF
3384
Manchester Financial
California
$229K +$5.99K +46 +3%
Commonwealth Equity Services
3385
Commonwealth Equity Services
Massachusetts
$228K +$9.35K +71,714 +4%
MFA
3386
Morling Financial Advisors
California
$228K +$12.8K +98 +6%
Jacobs Levy Equity Management
3387
Jacobs Levy Equity Management
New Jersey
$227K -$235K -1,801 -51%
TFP
3388
Triune Financial Partners
Kansas
$227K +$1.56K +12 +0.7%
MSFP
3389
Mark Sheptoff Financial Planning
Connecticut
$227K – – –
VLC
3390
Van Leeuwen & Company
New Jersey
$227K +$28.3K +217 +14%
NRWA
3391
North Ridge Wealth Advisors
Oregon
$226K +$226K +1,736 New
AWP
3392
Abacus Wealth Partners
California
$226K -$137 -1 -0.1%
BFG
3393
Baron Financial Group
New Jersey
$225K – – –
TWM
3394
Trevian Wealth Management
Massachusetts
$225K -$1.61M -12,388 -88%
WFC
3395
Western Financial Corp
California
$224K +$1.04K +8 +0.5%
FWSM
3396
First Wilshire Securities Management
California
$224K – – –
MLFP
3397
MPS Loria Financial Planners
Illinois
$224K +$7.82K +60 +4%
TCMP
3398
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$290K -2,254 -57%
DJYG
3399
David J. Yvars Group
Florida
$222K +$23.1K +177 +12%
HFRG
3400
Houlihan Financial Resource Group
Virginia
$222K -$9K -69 -4%
134 135
136
137 138