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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 %
BFO
976
Boston Family Office
Massachusetts
$8.26M -$939K -7,208 -10%
IPW
977
Inlet Private Wealth
Florida
$8.24M -$58.2K -447 -0.7%
BIM
978
Bridgecreek Investment Management
Oklahoma
$8.23M -$104K -800 -1%
FA
979
Fagan Associates
New York
$8.23M -$124K -951 -1%
BSW
980
Buckingham Strategic Wealth
Missouri
$8.21M – – –
CCM
981
CAAS Capital Management
New York
$8.2M +$8.2M +62,909 New
BWP
982
Baldwin Wealth Partners
Massachusetts
$8.18M +$107K +824 +1%
CCP
983
Clough Capital Partners
Massachusetts
$8.14M – – –
SBF
984
Sara-Bay Financial
Florida
$8.14M -$320K -2,453 -4%
MNBTD
985
Moody National Bank Trust Division
Texas
$8.14M +$60.1K +461 +0.7%
TFS
986
Thoroughbred Financial Services
Tennessee
$8.13M -$32.2K -247 -0.4%
TRCT
987
Tower Research Capital (TRC)
New York
$8.13M -$157K -1,203 -2%
VM
988
Venator Management
Pennsylvania
$8.12M +$69.7K +535 +0.9%
BL
989
BCWM LLC
Kansas
$8.1M +$804K +6,173 +11%
AF
990
Alerus Financial
North Dakota
$8.07M -$97.6K -749 -1%
BP
991
Ballentine Partners
Massachusetts
$8.05M +$274K +2,104 +4%
CAM
992
Cypress Asset Management
Texas
$8.05M -$110K -842 -1%
CCM
993
Carmel Capital Management
California
$8.05M +$23.5K +180 +0.3%
NAS
994
Nicolet Advisory Services
Wisconsin
$8.05M +$2.71M +21,295 +51%
SWA
995
Stratos Wealth Advisors
Ohio
$8.05M -$342K -2,628 -4%
FIA
996
Foundations Investment Advisors
Arizona
$8.01M +$3.37M +25,890 +73%
CB
997
Cadence Bank
Mississippi
$8M -$493K -3,785 -6%
HEIP
998
Hudson Edge Investment Partners
New Jersey
$7.98M +$1.09M +8,333 +16%
PTB
999
Pioneer Trust Bank
Oregon
$7.98M -$345K -2,647 -4%
CNB
1000
Camden National Bank
Maine
$7.97M -$343K -2,632 -4%
38 39
40
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