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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 %
GAM
1026
Gotham Asset Management
New York
$7.61M -$1.33M -10,177 -15%
BAM
1027
Boyar Asset Management
New York
$7.57M -$9.25K -71 -0.1%
SLI
1028
Sumitomo Life Insurance
Japan
$7.56M -$113K -866 -1%
FTDI
1029
First Trust Direct Indexing
Massachusetts
$7.56M +$314K +2,413 +4%
PA
1030
Perennial Advisors
New York
$7.55M -$89.3K -685 -1%
HFM
1031
Hartford Financial Management
Connecticut
$7.55M -$88.4K -678 -1%
SIC
1032
Sigma Investment Counselors
Michigan
$7.53M -$312K -2,398 -4%
MMA
1033
Miracle Mile Advisors
California
$7.53M +$54.1K +415 +0.7%
DWA
1034
Douglass Winthrop Advisors
New York
$7.51M -$181K -1,390 -2%
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$7.5M -$269K -2,062 -3%
AA
1036
Apriem Advisors
California
$7.5M +$9.9K +76 +0.1%
SA
1037
SRH Advisors
Kansas
$7.49M – – –
SP
1038
Symmetry Partners
Connecticut
$7.47M +$4.62M +35,420 +162%
MCP
1039
Martin Capital Partners
Oregon
$7.47M +$171K +1,312 +2%
P
1040
Paradiem
Louisiana
$7.46M – – –
NG
1041
NatWest Group
United Kingdom
$7.46M +$3.63M +27,855 +95%
DLCIG
1042
D.L. Carlson Investment Group
New Hampshire
$7.45M -$776K -5,957 -9%
DBT
1043
Dubuque Bank & Trust
Iowa
$7.44M -$420K -3,226 -5%
MCM
1044
Mengis Capital Management
Oregon
$7.44M -$1.04K -8 -0%
CJL
1045
Cyrus J. Lawrence
New York
$7.43M -$11.7K -90 -0.2%
III
1046
Independent Investors Inc
New York
$7.42M – – –
FCT
1047
Family Capital Trust
Massachusetts
$7.39M -$29.8K -229 -0.4%
EW
1048
Evexia Wealth
Wisconsin
$7.39M +$7.39M +54,140 New
AF
1049
Arrow Financial
New York
$7.39M -$110K -847 -1%
HCM
1050
Harvey Capital Management
Florida
$7.38M -$78.2K -600 -1%
40 41
42
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