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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 %
EVM
876
Evelyn V. Moreno
$10.1M +$33.6K +258 +0.3%
VAS
877
Valicenti Advisory Services
New York
$10.1M +$766K +5,882 +8%
1SB
878
1ST Source Bank
Indiana
$10.1M -$134K -1,031 -1%
GAM
879
Goldentree Asset Management
New York
$10M +$10M +76,865 New
ERIM
880
Eagle Ridge Investment Management
Connecticut
$9.99M -$65.2K -500 -0.6%
AWAG
881
ARS Wealth Advisors Group
Florida
$9.97M +$309K +2,370 +3%
PCIA
882
Prime Capital Investment Advisors
Kansas
$9.96M +$667K +5,118 +7%
KWMG
883
King Wealth Management Group
Florida
$9.94M +$247K +1,897 +3%
AIMCA
884
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.92M -$8.81M -67,602 -47%
FSA
885
Fort Sheridan Advisors
Illinois
$9.9M +$1.43M +10,938 +17%
Two Sigma Advisers
886
Two Sigma Advisers
New York
$9.88M -$23.7M -181,900 -71%
BAM
887
Belpointe Asset Management
Nevada
$9.86M -$12.4K -95 -0.1%
GAB
888
German American Bancorp
Indiana
$9.8M -$317K -2,432 -3%
CCB
889
Country Club Bank
Missouri
$9.8M +$1.27M +9,858 +15%
YL
890
YCG LLC
Texas
$9.8M -$45.5K -349 -0.5%
Balyasny Asset Management
891
Balyasny Asset Management
Illinois
$9.78M +$9.78M +75,087 New
CWM
892
Circle Wealth Management
New Jersey
$9.77M -$1.7M -13,039 -15%
Point72 Asset Management
893
Point72 Asset Management
Connecticut
$9.77M +$9.77M +74,974 New
NSEDCP
894
NJ State Employees Deferred Compensation Plan
New Jersey
$9.75M – – –
AAS
895
Annex Advisory Services
Wisconsin
$9.75M +$5.32M +40,861 +120%
VIM
896
Vinva Investment Management
Australia
$9.74M +$9.74M +75,647 New
WIC
897
WealthBridge Investment Counsel
Alberta, Canada
$9.72M -$148K -1,135 -1%
SAM
898
Strategy Asset Managers
California
$9.7M +$374K +2,872 +4%
NSAM
899
North Star Asset Management
Wisconsin
$9.67M +$1.64M +12,601 +20%
VC
900
Vestor Capital
Illinois
$9.63M +$2.62M +20,133 +37%
34 35
36
37 38