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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 %
HIP
1051
Harrell Investment Partners
Texas
$7.38M +$472K +3,616 +7%
RCM
1052
Radnor Capital Management
Pennsylvania
$7.36M +$219K +1,678 +3%
SAM
1053
Sompo Asset Management
Japan
$7.35M +$164K +1,260 +2%
SAM
1054
Security Asset Management
New York
$7.29M -$733K -5,626 -9%
MRCM
1055
M&R Capital Management
New Jersey
$7.28M +$57.3K +440 +0.8%
OSNBOA
1056
Old Second National Bank of Aurora
Illinois
$7.25M -$634K -4,864 -8%
SIA
1057
Soltis Investment Advisors
Utah
$7.25M +$975K +7,479 +16%
FHB
1058
First Hawaiian Bank
Hawaii
$7.23M +$122K +935 +2%
PRA
1059
Pine Ridge Advisers
New York
$7.23M – – –
PCM
1060
Pentwater Capital Management
Florida
$7.23M +$3.91M +30,000 +118%
PAI
1061
Pittenger & Anderson Inc
Nebraska
$7.22M +$52K +399 +0.7%
IMOV
1062
Investment Management of Virginia
Virginia
$7.2M +$113K +869 +2%
ECM
1063
EagleClaw Capital Management
Massachusetts
$7.2M +$223K +1,715 +3%
MFG
1064
Merit Financial Group
Georgia
$7.19M +$191K +1,464 +3%
FA
1065
FDx Advisors
Illinois
$7.19M – – –
CG
1066
Cutler Group
California
$7.15M -$307K -2,353 -4%
TMAM
1067
Tokio Marine Asset Management
Japan
$7.15M +$907K +6,963 +15%
BA
1068
Ballast Advisors
Minnesota
$7.13M -$47.8K -367 -0.7%
CWM
1069
Compass Wealth Management
Connecticut
$7.12M -$15.6K -120 -0.2%
BW
1070
Bison Wealth
Georgia
$7.11M +$66.4K +488 +0.9%
RWA
1071
River Wealth Advisors
Pennsylvania
$7.1M +$139K +1,069 +2%
BCA
1072
Bernzott Capital Advisors
California
$7.1M -$1.77M -13,577 -20%
PA
1073
Procyon Advisors
Connecticut
$7.09M +$673K +5,162 +10%
CFA
1074
Capstone Financial Advisors
Illinois
$7.09M +$36.1K +277 +0.5%
SIM
1075
Stratos Investment Management
Ohio
$7.08M -$197K -1,511 -3%
41 42
43
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