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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 %
YAL
3576
Your Advocates Ltd
Texas
$6.52K – – –
FGAM
3577
Financial Gravity Asset Management
Texas
$6.25K -$192 -4 -3%
HWM
3578
HighMark Wealth Management
Minnesota
$4.95K -$16.2K -124 -77%
UFF
3579
USA Financial Formulas
Michigan
$4.3K +$4.3K +33 New
CCM
3580
Carderock Capital Management
Maryland
$3.26K -$2.59M -19,846 -100%
HB
3581
Horizon Bancorp
Indiana
$3K -$278K -1,850 -99%
SWG
3582
Summit Wealth Group
Vermont
$2K +$1.99K +305,689 +12,931%
IA
3583
IFS Advisors
Kansas
$1.39K – – –
EC
3584
Elequin Capital
New York
$391 +$391 +3 New
SFCL
3585
Strengthening Families & Communities LLC
Massachusetts
$17 – – –
HAM
3586
HoldCo Asset Management
Florida
– -$187M -1,398,078 Closed
FMI
3587
Fiduciary Management Inc
Wisconsin
– -$175M -1,302,390 Closed
IAIM
3588
International Assets Investment Management
Florida
– -$8.46M -1,218,187 Closed
BA
3589
Bridgewater Associates
Connecticut
– -$92.8M -692,356 Closed
MCM
3590
Marsico Capital Management
Colorado
– -$62.1M -462,993 Closed
BCI
3591
Brinker Capital Investments
Pennsylvania
– -$26.4M -197,179 Closed
NWM
3592
Nicola Wealth Management
British Columbia, Canada
– -$14.5M -108,200 Closed
SCM
3593
Stevens Capital Management
Pennsylvania
– -$13.4M -99,667 Closed
PAG
3594
Private Advisory Group
Washington
– -$9.13M -68,107 Closed
Parallax Volatility Advisers
3595
Parallax Volatility Advisers
California
– -$8.7M -64,906 Closed
PCOC
3596
Power Corp of Canada
Canada
– -$7.88M -58,785 Closed
QIM
3597
Quantitative Investment Management
Virginia
– -$7.06M -52,675 Closed
WCM
3598
Windward Capital Management
California
– -$7.04M -52,524 Closed
OPS
3599
Orion Portfolio Solutions
Nebraska
– -$6.86M -51,160 Closed
WI
3600
Wintrust Investments
Illinois
– -$6.59M -49,137 Closed
142 143
144
145 146