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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 %
AFCM
701
Applied Finance Capital Management
Puerto Rico
$14.6M +$72.7K +558 +0.5%
JPMIA
702
J.P. Marvel Investment Advisors
Massachusetts
$14.5M -$10.6K -81 -0.1%
BCM
703
Bridgeway Capital Management
Texas
$14.4M -$676K -5,188 -4%
MIA
704
MainStreet Investment Advisors
Illinois
$14.3M +$89.3K +685 +0.6%
Squarepoint
705
Squarepoint
New York
$14.3M -$7.36M -56,454 -34%
TYCC
706
Texas Yale Capital Corp
Florida
$14.3M +$13.2K +101 +0.1%
PAS
707
Park Avenue Securities
New York
$14.3M +$7.04K +54 +0%
BWFA
708
Baltimore-Washington Financial Advisors
Maryland
$14.2M -$51.6K -396 -0.4%
GIM
709
Grassi Investment Management
California
$14.2M -$61.6K -473 -0.4%
WTB
710
Washington Trust Bank
Washington
$14.1M +$1.01M +7,738 +8%
AssetMark Inc
711
AssetMark Inc
California
$14.1M +$1.65M +12,681 +13%
PWP
712
Perfromance Wealth Partners
Illinois
$14.1M +$1.96K +15 +0%
CWM
713
Cabot Wealth Management
Massachusetts
$14.1M -$66.1K -507 -0.5%
SHFA
714
SS&H Financial Advisors
Michigan
$14.1M +$591K +4,534 +4%
AIM
715
Avity Investment Management
Connecticut
$14M -$529K -4,060 -4%
WB
716
Webster Bank
Connecticut
$14M -$432K -3,316 -3%
DT
717
Diversified Trust
Tennessee
$14M +$162K +1,246 +1%
CA
718
CSM Advisors
Pennsylvania
$14M +$1M +7,699 +8%
CTA
719
Colonial Trust Advisors
South Carolina
$13.9M -$208K -1,595 -1%
SIMG
720
Sonora Investment Management Group
Arizona
$13.9M +$388K +2,977 +3%
WC
721
Whitney & Co
New York
$13.8M +$216K +1,655 +2%
BBHC
722
Brown Brothers Harriman & Co
New York
$13.8M +$21.5K +165 +0.2%
ECG
723
Edge Capital Group
Georgia
$13.8M +$2.57M +19,693 +23%
WFMPM
724
Woodley Farra Manion Portfolio Management
Indiana
$13.7M -$106K -814 -0.8%
KWM
725
Kingsview Wealth Management
Oregon
$13.7M -$106K -810 -0.8%
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