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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 %
AHC
726
Anderson Hoagland & Co
Missouri
$13.7M -$9.77K -75 -0.1%
TIP
727
Torray Investment Partners
Maryland
$13.6M -$74.3K -570 -0.5%
TSW
728
Thompson Siegel & Walmsley
Virginia
$13.6M -$427K -3,280 -3%
KRSITF
729
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.6M -$94.2K -723 -0.7%
BBI
730
Baxter Bros Inc
Connecticut
$13.6M -$97.7K -750 -0.7%
SBIA
731
Sheaff Brock Investment Advisors
Indiana
$13.6M +$3.59M +27,563 +36%
VAS
732
Vestmark Advisory Solutions
Massachusetts
$13.6M -$337K -2,586 -2%
TTWM
733
TCV Trust & Wealth Management
Virginia
$13.5M +$91.3K +701 +0.7%
BFA
734
Bragg Financial Advisors
North Carolina
$13.5M +$99.2K +761 +0.7%
RCP
735
Rothschild Capital Partners
New York
$13.4M +$5.86K +45 +0%
FG
736
Fiduciary Group
Georgia
$13.4M -$131K -1,009 -1%
SPC
737
Sigma Planning Corp
Michigan
$13.4M +$1.28M +9,818 +11%
LNC
738
Lincoln National Corp
Pennsylvania
$13.4M -$28.4K -218 -0.2%
SG Americas Securities
739
SG Americas Securities
New York
$13.4M -$31.5M -241,386 -70%
FAT
740
First American Trust
California
$13.4M +$144K +1,104 +1%
TPCW
741
TD Private Client Wealth
New York
$13.3M -$2.18M -16,727 -14%
CHAM
742
Clear Harbor Asset Management
Connecticut
$13.3M +$6.46M +49,567 +94%
OCAM
743
Onex Canada Asset Management
Ontario, Canada
$13.3M -$958K -7,349 -7%
JWM
744
JGP Wealth Management
Oregon
$13.2M +$3.76M +28,853 +40%
LS
745
Livforsakringsbolaget Skandia
Sweden
$13.2M – – –
FCBT
746
First Citizens Bank & Trust
North Carolina
$13.2M +$2.21M +16,993 +20%
UBV
747
United Bank (Virginia)
Virginia
$13.2M -$25.7K -197 -0.2%
FFBTD
748
First Financial Bank - Trust Division
Ohio
$13.2M -$21K -161 -0.2%
IWC
749
Integrated Wealth Concepts
Massachusetts
$13.1M +$4.31M +33,091 +49%
MC
750
Middleton & Co
Massachusetts
$13.1M -$55.4K -425 -0.4%
28 29
30
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