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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 %
NCM
826
Novare Capital Management
North Carolina
$11.2M -$277K -2,122 -2%
FFM
827
Forum Financial Management
Illinois
$11.2M -$223K -1,714 -2%
H
828
HoyleCohen
California
$11.1M -$47.7K -366 -0.4%
SIA
829
Sit Investment Associates
Minnesota
$11.1M -$189K -1,452 -2%
SWM
830
Stockman Wealth Management
Montana
$11.1M -$280K -2,145 -2%
BRCM
831
Bright Rock Capital Management
Massachusetts
$11.1M -$3.26M -25,000 -23%
M2MC
832
Matthew 25 Management Corp
Pennsylvania
$11.1M -$326K -2,500 -3%
CCFCSB
833
Cape Cod Five Cents Savings Bank
Massachusetts
$11M -$95.8K -735 -0.9%
HVIA
834
Hudson Valley Investment Advisors
New York
$11M +$255K +1,955 +2%
AC
835
Armistice Capital
New York
$10.9M +$10.9M +84,000 New
CB
836
Community Bank
New York
$10.9M +$173K +1,327 +2%
GJCM
837
Grand Jean Capital Management
California
$10.9M +$2.17M +16,615 +25%
PAM
838
Palisade Asset Management
Minnesota
$10.9M -$12.1K -93 -0.1%
NRC
839
New Republic Capital
North Carolina
$10.9M +$1.01M +7,784 +10%
EF
840
Empirical Finance
Pennsylvania
$10.8M +$499K +3,829 +5%
AF
841
Allworth Financial
California
$10.8M +$679K +5,213 +7%
GIA
842
GHP Investment Advisors
Colorado
$10.8M +$309K +2,369 +3%
HFS
843
Haverford Financial Services
Pennsylvania
$10.7M -$37.5K -288 -0.3%
WIC
844
Woodmont Investment Counsel
Tennessee
$10.7M +$597K +4,585 +6%
LF
845
Longbow Finance
Switzerland
$10.7M -$10.3M -78,935 -49%
JWBC
846
J.W. Burns & Co
New York
$10.7M +$99.8K +766 +0.9%
TCA
847
Transcend Capital Advisors
New Jersey
$10.7M -$402K -3,083 -4%
BFG
848
Bleakley Financial Group
New Jersey
$10.7M +$1.02M +7,856 +11%
RP
849
Rice Partnership
Hawaii
$10.6M -$192K -1,475 -2%
TIM
850
Thompson Investment Management
Wisconsin
$10.6M +$30.6K +235 +0.3%
32 33
34
35 36