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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 %
SMFG
926
Sumitomo Mitsui Financial Group
Japan
$9.14M +$251K +1,927 +3%
WSCM
927
Wellington Shields Capital Management
New York
$9.11M -$331K -6,294 -4%
BWM
928
Buckley Wealth Management
Nevada
$9.09M -$365K -2,801 -4%
VI
929
Vestcor Inc
New Brunswick, Canada
$9.03M -$34.8K -267 -0.4%
MYIA
930
Mount Yale Investment Advisors
Colorado
$9.02M -$98.4K -755 -1%
FM
931
Freemont Management
Switzerland
$9M – – –
BMM
932
Buffington Mohr McNeal
Idaho
$9M +$206K +1,583 +2%
PWW
933
Pettyjohn Wood & White
Virginia
$8.98M +$78.4K +602 +0.9%
XWM
934
Xcel Wealth Management
Florida
$8.97M -$25.9K -199 -0.3%
BFM
935
Boston Financial Management
Massachusetts
$8.95M +$504K +3,866 +6%
HT
936
Heritage Trust
Oklahoma
$8.91M +$18.1K +139 +0.2%
KHLMVGHM
937
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.9M -$8.47M -65,749 -49%
GLLW
938
Graves Light Lenhart Wealth
Virginia
$8.84M -$67.2K -516 -0.8%
RWA
939
Ropes Wealth Advisors
Massachusetts
$8.82M +$485K +3,724 +6%
OHIS
940
Oak Harvest Investment Services
Texas
$8.82M +$530K +4,070 +6%
JAG
941
Journey Advisory Group
Kentucky
$8.8M +$636K +4,879 +8%
DCM
942
Dupont Capital Management
Delaware
$8.79M +$2.42M +18,562 +38%
AAM
943
AR Asset Management
California
$8.79M -$13K -100 -0.1%
LWANC
944
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.74M +$201K +1,544 +2%
BOC
945
Barbara Oil Co
Illinois
$8.73M – – –
TCBWMS
946
Texas Capital Bank Wealth Management Services
Texas
$8.65M -$50.2K -385 -0.6%
IPW
947
Invictus Private Wealth
Colorado
$8.62M -$146K -1,118 -2%
OCM
948
One Capital Management
California
$8.6M +$466K +3,576 +6%
FNB
949
Farmers National Bank
Kentucky
$8.59M +$168K +1,288 +2%
DAS
950
Dynamic Advisor Solutions
Arizona
$8.58M +$85K +652 +1%
36 37
38
39 40