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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 %
MCM
526
Maple Capital Management
Vermont
$24.3M +$295K +2,263 +1%
FFA
527
First Foundation Advisors
California
$24.3M -$5.97M -45,789 -20%
HFS
528
Hantz Financial Services
Michigan
$24.2M +$1.08M +8,311 +5%
AAIS
529
ABN AMRO Investment Solutions
$24.2M +$24.2M +185,447 New
BCM
530
Brookstone Capital Management
Illinois
$24.2M +$961K +6,870 +4%
WAM
531
Wilsey Asset Management
California
$24.1M +$530K +4,069 +2%
NMIFOAC
532
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$24.1M – – –
NLGIA
533
Nippon Life Global Investors Americas
New York
$24M -$1.2M -9,220 -5%
CDH
534
Charles D. Hyman
$24M +$169K +1,295 +0.7%
PCM
535
Palisade Capital Management
New Jersey
$23.9M +$21.5K +165 +0.1%
WBG
536
Wharton Business Group
Pennsylvania
$23.9M +$6.52K +50 +0%
Pacer Advisors
537
Pacer Advisors
Pennsylvania
$23.8M +$17.5M +133,989 +274%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$23.7M +$3.93M +30,195 +20%
KPWS
539
Kestra Private Wealth Services
Texas
$23.6M +$3.26M +25,028 +16%
CTI
540
Community Trust & Investment
Kentucky
$23.6M -$2.01M -15,428 -8%
SAM
541
Silvercrest Asset Management
New York
$23.5M -$510K -3,914 -2%
CA
542
Cullinan Associates
Kentucky
$23.4M +$842K +6,459 +4%
OA
543
Oak Associates
Ohio
$23.3M – – –
VV
544
Verity & Verity
South Carolina
$23.2M +$708K +5,437 +3%
DDPIC
545
Deroy & Devereaux Private Investment Counsel
Michigan
$23.2M -$46.3K -355 -0.2%
AAIM
546
American Assets Investment Management
California
$23.1M – – –
NFC
547
Northeast Financial Consultants
Connecticut
$23M +$5.11M +39,208 +29%
MIA
548
MMBG Investment Advisors
Florida
$22.9M -$4.4M -33,750 -16%
KIA
549
KCM Investment Advisors
California
$22.8M +$41.7K +320 +0.2%
SSB
550
Sandy Spring Bank
Maryland
$22.8M -$158K -1,209 -0.7%
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