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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 %
BCA
1076
Bray Capital Advisors
Florida
$7.07M -$18.1K -139 -0.3%
CCMINC
1077
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.06M +$36.7K +282 +0.5%
LWCFA
1078
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.06M -$334K -2,563 -5%
NLP
1079
Next Level Private
New York
$7.05M +$119K +913 +2%
ANTB
1080
AMG National Trust Bank
Colorado
$7.03M -$163K -1,254 -2%
WAS
1081
Wealth Advisory Solutions
Indiana
$7.01M -$222K -1,703 -3%
SHA
1082
Seneca House Advisors
Virginia
$7M +$250K +1,916 +4%
EAMA
1083
EFG Asset Management (Americas)
Florida
$7M +$459K +3,526 +7%
WPI
1084
Walter Public Investments
Canada
$6.99M -$4.8M -36,810 -41%
PA
1085
PFG Advisors
Arizona
$6.97M +$114K +872 +2%
CIC
1086
Cutler Investment Counsel
Oregon
$6.97M -$77.7K -596 -1%
AWMT
1087
AAFMAA Wealth Management & Trust
North Carolina
$6.96M +$3.25M +24,911 +87%
GL
1088
Graypoint LLC
New York
$6.96M -$1.47M -11,265 -17%
TI
1089
Tidal Investments
Wisconsin
$6.95M -$583K -4,473 -8%
RDWM
1090
Red Door Wealth Management
Tennessee
$6.88M +$70.5K +541 +1%
KLCM
1091
KG&L Capital Management
Louisiana
$6.88M +$7.3K +56 +0.1%
FC
1092
FORA Capital
Florida
$6.87M +$6.87M +52,725 New
RWM
1093
Rench Wealth Management
Texas
$6.87M -$370K -2,837 -5%
BAM
1094
Brave Asset Management
New Jersey
$6.86M +$344K +2,637 +5%
GCM
1095
Gibraltar Capital Management
Oklahoma
$6.83M +$205K +1,570 +3%
IWM
1096
IHT Wealth Management
Illinois
$6.82M +$254K +1,946 +4%
PGIM
1097
Pacific Global Investment Management
California
$6.81M -$198K -1,522 -3%
VIA
1098
Vident Investment Advisory
Georgia
$6.81M +$223K +1,709 +3%
ANBT
1099
American National Bank & Trust
Texas
$6.81M +$963K +7,388 +16%
EFS
1100
Essex Financial Services
Connecticut
$6.8M +$168K +1,288 +3%
42 43
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