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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 %
C
951
Certuity
Florida
$8.57M -$27.8K -213 -0.3%
VWA
952
Visionary Wealth Advisors
Illinois
$8.56M -$144K -1,102 -2%
SWIG
953
Strategic Wealth Investment Group
Kentucky
$8.55M +$905K +6,943 +12%
GRP
954
Global Retirement Partners
California
$8.53M +$1.93M +14,184 +29%
CCG
955
Cypress Capital Group
Florida
$8.5M -$1.26M -9,644 -13%
DWM
956
Dorchester Wealth Management
Quebec, Canada
$8.5M +$1.09M +8,334 +15%
DCM
957
Discovery Capital Management
Connecticut
$8.5M +$8.5M +65,200 New
BOH
958
Bank of Hawaii
Hawaii
$8.48M +$752K +5,774 +10%
HBT
959
Hills Bank & Trust
Iowa
$8.47M +$187K +1,433 +2%
SC
960
Skylands Capital
Wisconsin
$8.45M – – –
SFO
961
Stokes Family Office
Louisiana
$8.43M -$652 -5 -0%
HCA
962
Hyperion Capital Advisors
New York
$8.42M – – –
MFAM
963
Motley Fool Asset Management
Virginia
$8.42M -$89.5K -687 -1%
CC
964
Constitution Capital
Connecticut
$8.41M -$2.45M -18,776 -23%
NGA
965
Naples Global Advisors
Florida
$8.37M +$144K +1,107 +2%
IIM
966
Intact Investment Management
Quebec, Canada
$8.35M -$2.74M -21,000 -25%
CCT
967
Chemung Canal Trust
New York
$8.35M +$3.8M +29,158 +83%
WTFG
968
Wells Trecaso Financial Group
Ohio
$8.35M +$108K +827 +1%
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
$8.33M +$82.1K +630 +1%
LOPW
970
Live Oak Private Wealth
North Carolina
$8.33M +$508K +3,897 +6%
ATPW
971
Ashton Thomas Private Wealth
Arizona
$8.32M -$397K -3,049 -5%
DR
972
Davis Rea
Ontario, Canada
$8.3M -$189K -1,453 -2%
MPM
973
Meritage Portfolio Management
Kansas
$8.3M +$1.59M +12,238 +24%
PGAM
974
Princeton Global Asset Management
New Jersey
$8.29M +$834K +6,401 +11%
HRC
975
Hoertkorn Richard Charles
$8.26M -$52.1K -400 -0.6%
37 38
39
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