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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 %
SB
851
Simmons Bank
Arkansas
$10.6M -$17.2K -132 -0.2%
RIA
852
RPG Investment Advisory
California
$10.6M -$9.12K -70 -0.1%
AMBIA
853
Allen Mooney & Barnes Investment Advisors
Georgia
$10.6M +$100K +771 +1%
FFP
854
FourThought Financial Partners
Florida
$10.5M +$1.95M +14,981 +23%
SCM
855
Shelton Capital Management
Colorado
$10.5M +$5.99M +45,938 +134%
SIC
856
SFE Investment Counsel
California
$10.4M +$148K +1,067 +1%
GAI
857
General American Investors
New York
$10.4M – – –
TCM
858
Telos Capital Management
California
$10.4M +$59.3K +455 +0.6%
GP
859
Girard Partners
Pennsylvania
$10.4M -$751K -5,764 -7%
WCM
860
Whitener Capital Management
North Carolina
$10.3M -$178K -1,363 -2%
CCM
861
Coldstream Capital Management
Washington
$10.3M -$3K -23 -0%
GH
862
GAM Holding
Switzerland
$10.3M +$36.2K +278 +0.4%
CC
863
Courier Capital
New York
$10.3M -$235K -1,805 -2%
WAM
864
Winslow Asset Management
Ohio
$10.3M -$74.1K -569 -0.7%
SAM
865
Socorro Asset Management
Texas
$10.3M -$756K -5,802 -7%
ACM
866
Ardent Capital Management
Ohio
$10.3M -$44K -338 -0.4%
AMI
867
Amica Mutual Insurance
Rhode Island
$10.3M -$658K -5,048 -6%
AWM
868
Apollon Wealth Management
South Carolina
$10.2M +$1.04M +7,981 +11%
ISB
869
Iowa State Bank
Iowa
$10.2M +$210K +1,613 +2%
JC
870
JB Capital
Connecticut
$10.2M +$272K +2,086 +3%
CAMG
871
CWA Asset Management Group
Florida
$10.2M -$583K -4,477 -5%
PAIM
872
Punch & Associates Investment Management
Minnesota
$10.1M -$48.2K -370 -0.5%
RBA
873
Richard Bernstein Advisors
New York
$10.1M – – –
MIH
874
Meitav Investment House
Israel
$10.1M -$29.9M -214,523 -75%
CBOR
875
Community Bank of Raymore
Missouri
$10.1M -$1.8M -13,788 -15%
33 34
35
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