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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 %
WPP
1126
Whalerock Point Partners
Rhode Island
$6.5M +$33.5K +257 +0.5%
MAS
1127
Meeder Advisory Services
Ohio
$6.5M +$427K +3,279 +7%
BSB
1128
Bangor Savings Bank
Maine
$6.49M -$78.1K -599 -1%
RC
1129
Roundview Capital
New Jersey
$6.48M +$149K +1,142 +2%
QFA
1130
Quattro Financial Advisors
Texas
$6.48M -$24.3M -7,500 -79%
Wolverine Trading
1131
Wolverine Trading
Illinois
$6.48M +$3.1M +24,063 +92%
AT
1132
American Trust
Kentucky
$6.47M -$255K -1,958 -4%
CRI
1133
Commonwealth Retirement Investments
Virginia
$6.38M +$53.9K +414 +0.9%
CWP
1134
Cyndeo Wealth Partners
Florida
$6.38M -$461K -3,539 -7%
WP
1135
Waycross Partners
Kentucky
$6.37M +$1.15M +8,830 +22%
MCP
1136
Mirador Capital Partners
California
$6.37M -$963K -7,387 -13%
HCA
1137
Harbour Capital Advisors
Virginia
$6.36M +$252K +1,931 +4%
SCP
1138
Shorepoint Capital Partners
Massachusetts
$6.36M -$126K -965 -2%
FB
1139
Fulton Bank
Pennsylvania
$6.35M -$1.55M -11,886 -20%
ACM
1140
Adalta Capital Management
New York
$6.35M +$14.5K +111 +0.2%
ETC
1141
Exchange Traded Concepts
Oklahoma
$6.34M +$83.8K +643 +1%
SGI
1142
Summit Global Investments
Utah
$6.32M +$26.2K +201 +0.4%
GCM
1143
Garland Capital Management
Washington
$6.28M -$241K -1,850 -4%
WSC
1144
Wellington Shields & Co
New York
$6.27M +$159K +1,221 +3%
WIM
1145
Wittenberg Investment Management
Massachusetts
$6.25M – – –
VHAM
1146
Van Hulzen Asset Management
California
$6.25M +$825K +6,333 +15%
QI
1147
QV Investors
Alberta, Canada
$6.24M -$336K -2,580 -5%
HWAM
1148
Hennion & Walsh Asset Management
New Jersey
$6.21M -$684K -5,251 -10%
MCM
1149
McKinley Capital Management
Alaska
$6.21M – – –
FBC
1150
Fairfield, Bush & Co
Connecticut
$6.16M +$1.47M +11,286 +31%
44 45
46
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