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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 %
S
1001
SignatureFD
Georgia
$7.97M +$398K +3,057 +5%
BCM
1002
Barometer Capital Management
Ontario, Canada
$7.96M +$381K +2,950 +5%
CC
1003
Chicago Capital
Illinois
$7.96M -$123K -942 -2%
IA
1004
IFP Advisors
Florida
$7.94M -$2.88M -34,148 -27%
HT
1005
HighTower Trust
Texas
$7.9M -$636K -4,758 -7%
SVWAG
1006
Sound View Wealth Advisors Group
Georgia
$7.9M -$305K -2,339 -4%
RFM
1007
Royal Fund Management
Florida
$7.88M +$121K +928 +2%
ZIG
1008
Zuckerman Investment Group
Illinois
$7.87M +$34K +261 +0.4%
PT
1009
Plimoth Trust
Massachusetts
$7.83M -$93.7K -719 -1%
SC
1010
Stolper & Co
Oklahoma
$7.82M +$49.8K +382 +0.6%
NM
1011
NWI Management
New York
$7.82M – – –
LA
1012
Lynch & Associates
Indiana
$7.79M +$110K +845 +1%
FC
1013
Fulcrum Capital
Washington
$7.77M +$15.1K +116 +0.2%
XF
1014
XML Financial
Maryland
$7.74M -$107K -823 -1%
SWM
1015
Spire Wealth Management
Virginia
$7.74M +$2.58M +19,772 +50%
FMC
1016
First Merchants Corp
Indiana
$7.72M +$694K +5,324 +10%
BC
1017
Burney Company
Virginia
$7.71M +$58.1K +446 +0.8%
PFO
1018
Pathstone Family Office
New Jersey
$7.69M -$20.6M -162,501 -73%
BFS
1019
Bard Financial Services
Connecticut
$7.68M +$22.8K +175 +0.3%
FWTB
1020
First Western Trust Bank
Colorado
$7.67M +$286K +2,194 +4%
CBB
1021
Citizens Business Bank
California
$7.66M -$170K -1,306 -2%
WIS
1022
Wright Investors Service
Connecticut
$7.65M +$497K +3,814 +7%
CSPIA
1023
Cary Street Partners Investment Advisory
Virginia
$7.63M -$113K -865 -1%
SFS
1024
Sowell Financial Services
Arkansas
$7.63M -$1.41M -10,833 -16%
AIM
1025
Artemis Investment Management
United Kingdom
$7.62M -$1.18M -9,066 -13%
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