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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 %
PFS
676
Prospera Financial Services
Texas
$15.8M +$4.18M +32,096 +36%
PI
677
PEAK6 Investments
Illinois
$15.7M +$290K +2,222 +2%
PA
678
Parallel Advisors
California
$15.7M +$6.68M +51,259 +74%
TA
679
TruWealth Advisors
Louisiana
$15.7M +$414K +3,176 +3%
OIA
680
OneDigital Investment Advisors
Kansas
$15.6M +$1.24M +9,479 +9%
WSTAM
681
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M +$77.8K +597 +0.5%
KFP
682
KMG Fiduciary Partners
Ohio
$15.4M -$731K -5,613 -5%
CC
683
Cannell & Co
New York
$15.4M -$946K -7,259 -6%
MGP
684
Metis Global Partners
California
$15.4M +$3.87M +29,675 +34%
Acadian Asset Management
685
Acadian Asset Management
Massachusetts
$15.3M -$463K -3,555 -3%
SCA
686
Stillwater Capital Advisors
Pennsylvania
$15.1M -$203K -1,554 -1%
AUB
687
Atlantic Union Bankshares
Virginia
$15M -$5.6K -43 -0%
CIM
688
Courant Investment Management
Tennessee
$14.9M -$2.87M -22,000 -16%
ASN
689
Advisory Services Network
Georgia
$14.9M -$340K -2,611 -2%
AHC
690
Adell Harriman & Carpenter
Texas
$14.8M +$191K +1,463 +1%
GT
691
Greenleaf Trust
Michigan
$14.8M +$809K +6,207 +6%
GVAG
692
Great Valley Advisor Group
Delaware
$14.7M +$1.88M +14,436 +15%
CNBT
693
Canandaigua National Bank & Trust
New York
$14.7M +$14.7M +113,011 New
DMC
694
Drexel Morgan & Co
Pennsylvania
$14.7M – – –
PMG
695
ProVise Management Group
Florida
$14.7M +$776K +5,954 +6%
DP
696
Dearborn Partners
Illinois
$14.7M +$521K +3,998 +4%
CWM
697
Curi Wealth Management
North Carolina
$14.6M -$2.28M -17,522 -13%
CAM
698
Congress Asset Management
Massachusetts
$14.6M +$14.2K +109 +0.1%
WS
699
Wedbush Securities
California
$14.6M -$630K -4,832 -4%
UAS
700
United Asset Strategies
New York
$14.6M -$320K -2,458 -2%
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