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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 %
LA
3401
Lakeside Advisors
Washington
$222K +$130 +1 +0.1%
TWM
3402
TMD Wealth Management
Arizona
$222K -$3.26K -25 -1%
FIC
3403
Family Investment Center
Missouri
$221K +$221K +1,694 New
E
3404
ETFidea
New York
$221K – – –
AL
3405
ADE LLC
Maryland
$220K – – –
BWA
3406
Beam Wealth Advisors
Louisiana
$220K -$521 -4 -0.2%
CPA
3407
Capital Performance Advisors
California
$220K +$13K +100 +6%
LAM
3408
Lifestyle Asset Management
Texas
$220K +$19.2K +147 +10%
C
3409
Covestor
United Kingdom
$220K -$60.4K -462 -22%
WPWM
3410
Western Pacific Wealth Management
Illinois
$220K -$9.12K -70 -4%
RWM
3411
Rezny Wealth Management
Florida
$219K +$21.8K +167 +11%
WFA
3412
Wellspring Financial Advisors
Ohio
$219K -$117K -896 -35%
IDA
3413
Intelligence Driven Advisers
California
$218K -$28.1K -220 -11%
AFGAS
3414
Allegiance Financial Group Advisory Services
Virginia
$218K +$261 +2 +0.1%
ORI
3415
Oak Ridge Investments
Illinois
$215K -$32.3K -248 -13%
R
3416
Rebalance
California
$215K – – –
SWA
3417
Strata Wealth Advisors
Texas
$215K -$8.47K -65 -4%
RFP
3418
Roth Financial Partners
Texas
$214K -$2.09K -16 -1%
JPLA
3419
Joseph P. Lucia & Associates
New York
$214K – – –
MGIA
3420
Matthew Goff Investment Advisor
Texas
$214K – – –
TWM
3421
Triton Wealth Management
Arizona
$213K -$4.5K -32 -2%
SWP
3422
ShoreHaven Wealth Partners
New Jersey
$213K +$1.17K +9 +0.6%
BWP
3423
Bernardo Wealth Planning
Pennsylvania
$212K -$12K -92 -5%
CAG
3424
Curtis Advisory Group
California
$212K -$26.6K -204 -11%
AFAS
3425
Acorn Financial Advisory Services
Virginia
$212K -$2.22K -17 -1%
135 136
137
138 139