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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 %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$22.7M +$152K +1,166 +0.7%
Man Group
552
Man Group
United Kingdom
$22.7M -$41.4M -308,404 Closed
NB
553
Norinchukin Bank
Japan
$22.7M +$580K +4,451 +3%
AP
554
Appleton Partners
Massachusetts
$22.7M +$17.7K +136 +0.1%
TBA
555
Tower Bridge Advisors
Pennsylvania
$22.7M -$266K -2,045 -1%
CTC
556
Central Trust Company
Missouri
$22.7M -$722K -5,540 -3%
ACA
557
Aptus Capital Advisors
Alabama
$22.7M +$1.56M +12,005 +7%
LMIM
558
Lockheed Martin Investment Management
Maryland
$22.4M -$9.43M -72,350 -30%
RC
559
Randolph Company
Ohio
$22.3M – – –
BCP
560
Blue Chip Partners
Michigan
$22.3M +$202K +1,553 +0.9%
CAC
561
Core Alternative Capital
Georgia
$22.3M -$1.46M -11,237 -6%
LG
562
LaFleur & Godfrey
Michigan
$22.3M -$1.18M -9,070 -5%
ACA
563
Anchor Capital Advisors
Massachusetts
$22.3M -$588K -4,513 -3%
MLL
564
Moody Lynn & Lieberson
Massachusetts
$22.3M +$581K +4,460 +3%
CWM
565
Congress Wealth Management
Massachusetts
$22.2M -$115K -885 -0.5%
MIM
566
Marco Investment Management
Georgia
$22.2M -$766K -5,877 -3%
LA
567
LBP AM
France
$22.2M -$1.33M -10,215 -6%
AAS
568
Avantax Advisory Services
Texas
$22.1M +$2.4M +18,424 +12%
IAA
569
Independent Advisor Alliance
North Carolina
$22M -$1.48M -11,356 -6%
V
570
Veritable
Delaware
$21.9M -$684K -5,249 -3%
IG
571
ING Group
Netherlands
$21.8M -$109M -832,697 -83%
BRWA
572
B. Riley Wealth Advisors
Florida
$21.7M +$1.12M +8,616 +5%
FSA
573
Franklin Street Advisors
North Carolina
$21.6M -$3.09M -23,739 -13%
LBC
574
Lowe Brockenbrough & Co
Virginia
$21.5M -$107K -818 -0.5%
WIM
575
Waverton Investment Management
United Kingdom
$21.5M +$2.9M +22,282 +16%
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