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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 %
VW
651
Vantage Wealth
California
$17M -$2.69M -20,671 -14%
HWM
652
HB Wealth Management
Georgia
$16.9M +$517K +3,971 +3%
RWP
653
RWA Wealth Partners
Massachusetts
$16.9M +$366K +2,811 +2%
JMFC
654
J.M. Forbes & Co
Massachusetts
$16.7M +$542K +4,160 +3%
FAB
655
First American Bank
Illinois
$16.7M -$216K -1,657 -1%
LW
656
Linscomb Wealth
Texas
$16.7M -$209K -1,604 -1%
ECP
657
Empyrean Capital Partners
California
$16.7M +$16.7M +128,000 New
BCV
658
Banque Cantonale Vaudoise
Switzerland
$16.7M +$58.8K +451 +0.4%
SGK
659
Steigerwald Gordon & Koch
Virginia
$16.6M +$252K +1,935 +2%
Credit Agricole
660
Credit Agricole
France
$16.6M +$5.15M +39,541 +45%
MC
661
Miramar Capital
Illinois
$16.5M +$41.7K +320 +0.3%
AIMC
662
Alley Investment Management Company
Illinois
$16.5M +$486K +3,733 +3%
MA
663
MYDA Advisors
New York
$16.5M +$16.5M +126,500 New
B
664
Bailard
California
$16.4M +$330K +2,532 +2%
FLII
665
First Long Island Investors
New York
$16.4M -$127K -972 -0.8%
BMCM
666
Bryn Mawr Capital Management
Pennsylvania
$16.3M -$232K -1,779 -1%
CANC
667
Culbertson A N & Co
Virginia
$16.2M +$153K +1,175 +1%
TC
668
TownSquare Capital
Utah
$16.2M +$1.7M +13,030 +12%
GCA
669
Guardian Capital Advisors
Ontario, Canada
$16.1M +$14K +109 +0.1%
BHIA
670
Birch Hill Investment Advisors
Massachusetts
$16.1M -$246K -1,887 -2%
VLKIM
671
Van Lanschot Kempen Investment Management
Netherlands
$16.1M -$922K -7,079 -5%
TW
672
Transform Wealth
Colorado
$16M +$2.69M +20,654 +20%
M
673
MOTCO
Texas
$15.9M +$129K +989 +0.8%
MWM
674
Meridian Wealth Management
Kentucky
$15.9M +$107K +821 +0.7%
CAM
675
Cresset Asset Management
Illinois
$15.8M -$1.36M -10,423 -8%
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