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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 %
BCAM
3626
Boston Common Asset Management
Massachusetts
– -$973K -7,257 Closed
PCM
3627
Prelude Capital Management
New York
– -$946K -7,058 Closed
RL
3628
RPO LLC
Connecticut
– -$874K -6,520 Closed
AFA
3629
Abacus FCF Advisors
Florida
– -$813K -6,065 Closed
PAM
3630
Premier Asset Management
Illinois
– -$784K -5,844 Closed
AAM
3631
Arabesque Asset Management
United Kingdom
– -$782K -5,833 Closed
NERM
3632
New England Research & Management
Illinois
– -$684K -5,098 Closed
SLWA
3633
San Luis Wealth Advisors
California
– -$682K -5,084 Closed
SRAM
3634
Spouting Rock Asset Management
Pennsylvania
– -$615K -4,588 Closed
CFAM
3635
Center For Asset Management
Florida
– -$595K -4,437 Closed
DWP
3636
Destiny Wealth Partners
Florida
– -$592K -4,416 Closed
ONGA
3637
O'Neil Global Advisors
California
– -$578K -4,313 Closed
AC
3638
AXQ Capital
New Jersey
– -$536K -4,000 Closed
RIM
3639
Redwood Investment Management
Arizona
– -$507K -3,778 Closed
VPP
3640
Vertex Planning Partners
Illinois
– -$467K -3,479 Closed
HHAM
3641
HITE Hedge Asset Management
Massachusetts
– -$455K -3,392 Closed
NWMG
3642
National Wealth Management Group
Ohio
– -$450K -3,353 Closed
I
3643
InceptionR
California
– -$440K -3,281 Closed
MIAS
3644
Mason Investment Advisory Services
Virginia
– -$426K -3,180 Closed
DWA
3645
Delap Wealth Advisory
Oregon
– -$425K -3,169 Closed
RP
3646
Riverwater Partners
Wisconsin
– -$422K -3,147 Closed
SWIM
3647
Smallwood Wealth Investment Management
New Jersey
– -$415K -3,094 Closed
JF
3648
Jump Financial
Illinois
– -$408K -3,045 Closed
PRC
3649
Pearl River Capital
Michigan
– -$405K -3,020 Closed
CC
3650
Capital Counsel
New York
– -$364K -2,714 Closed
144 145
146
147 148