JPM icon

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 %
VFM
801
Viking Fund Management
North Dakota
$11.7M – – –
MIC
802
Means Investment Company
Maine
$11.7M +$339K +2,605 +3%
TCM
803
Tufton Capital Management
Maryland
$11.7M +$60.9K +467 +0.5%
GG
804
Greenwood Gearhart
Arkansas
$11.7M +$430K +3,301 +4%
MA
805
Montag & Associates
Georgia
$11.6M -$144K -1,105 -1%
HI
806
Horizon Investments
North Carolina
$11.6M -$1.89M -14,584 -14%
AC
807
Addenda Capital
Quebec, Canada
$11.6M -$1.25M -9,613 -10%
BFIM
808
Beese Fulmer Investment Management
Ohio
$11.6M +$216K +1,655 +2%
SGA
809
Strategic Global Advisors
California
$11.5M +$2.89M +22,212 +34%
LIM
810
Leavell Investment Management
Alabama
$11.4M +$45.5K +349 +0.4%
GC
811
Grimes & Company
Massachusetts
$11.4M +$398K +3,052 +4%
TF
812
Talbot Financial
Washington
$11.4M -$2.25M -17,293 -16%
SCM
813
Schnieders Capital Management
California
$11.4M +$99.9K +767 +0.9%
SC
814
Savant Capital
Illinois
$11.3M +$1.87M +14,340 +20%
FCH
815
Freestone Capital Holdings
Washington
$11.3M +$36.2K +278 +0.3%
CCM
816
Cohen Capital Management
California
$11.3M -$33.4K -256 -0.3%
VIP
817
Vantage Investment Partners
Missouri
$11.3M +$238K +1,827 +2%
EARNEST Partners
818
EARNEST Partners
Georgia
$11.3M – – –
MA
819
Mutual Advisors
Nebraska
$11.3M +$188K +1,446 +2%
LFAS
820
Level Four Advisory Services
Texas
$11.2M +$174K +1,333 +2%
SCP
821
Stamos Capital Partners
California
$11.2M +$3.67M +28,130 +49%
Verition Fund Management
822
Verition Fund Management
Connecticut
$11.2M +$7.38M +56,601 +192%
JAM
823
Jupiter Asset Management
United Kingdom
$11.2M -$5.71M -43,838 -34%
LWM
824
Lyell Wealth Management
California
$11.2M -$254K -1,946 -2%
IAN
825
Integrated Advisors Network
Texas
$11.2M -$630K -4,831 -5%
31 32
33
34 35