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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 %
HP
1101
Holowesko Partners
Bahamas
$6.79M -$4.78M -36,700 -41%
FIB
1102
First Interstate Bank
Montana
$6.79M -$48.5K -372 -0.7%
ACM
1103
Alpha Capital Management
Texas
$6.78M – – –
MWM
1104
Marietta Wealth Management
Georgia
$6.77M -$25K -192 -0.4%
NFG
1105
Nations Financial Group
Iowa
$6.73M -$356K -2,733 -5%
RAM
1106
Redmond Asset Management
Virginia
$6.73M -$163K -1,248 -2%
GCM
1107
Gladius Capital Management
Illinois
$6.72M +$6.07M +46,619 +945%
HIA
1108
Harbor Investment Advisory
Maryland
$6.71M +$47.2K +362 +0.7%
ACP
1109
Aviance Capital Partners
Florida
$6.7M +$162K +1,242 +2%
BCCM
1110
Bridge Creek Capital Management
Massachusetts
$6.68M -$8.47K -65 -0.1%
FFG
1111
Frisch Financial Group
New York
$6.68M +$173K +1,325 +3%
FM
1112
Foster & Motley
Ohio
$6.67M -$30.1K -231 -0.4%
CCMT
1113
CMT Capital Markets Trading
Germany
$6.65M +$4.93M +37,800 +286%
CIA
1114
Covington Investment Advisors
Pennsylvania
$6.62M +$173K +1,330 +3%
BIM
1115
Baldwin Investment Management
Pennsylvania
$6.6M +$112K +863 +2%
GIM
1116
Goelzer Investment Management
Indiana
$6.6M +$232K +1,777 +4%
AMM
1117
American Money Management
California
$6.6M -$59.6K -457 -0.9%
SAM
1118
Smithbridge Asset Management
Pennsylvania
$6.6M +$102K +781 +2%
SC
1119
Schulhoff & Co
Ohio
$6.59M – – –
IFAM
1120
Institutional & Family Asset Management
Colorado
$6.57M +$145K +1,111 +2%
MPIM
1121
McGinn Penninger Investment Management
Virginia
$6.57M -$616K -4,729 -9%
AWM
1122
Avitas Wealth Management
California
$6.57M -$41.3K -317 -0.6%
BEAM
1123
Baker Ellis Asset Management
Washington
$6.55M -$81.1K -622 -1%
MWA
1124
Meridian Wealth Advisors
Texas
$6.54M +$286K +2,198 +5%
ERWM
1125
Elk River Wealth Management
Colorado
$6.54M +$206K +1,579 +3%
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45
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