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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 %
AAF
1151
Andra AP-fonden
Sweden
$6.16M +$3.84M +29,500 +166%
FPGT
1152
Financial Partners Group (Tennessee)
Tennessee
$6.16M -$1.96K -15 -0%
GWM
1153
GDS Wealth Management
Texas
$6.15M -$259K -1,988 -4%
AWP
1154
Ascent Wealth Partners
New York
$6.14M +$127K +988 +2%
BSC
1155
Brown Shipley & Co
United Kingdom
$6.11M +$6.11M +46,885 New
ET
1156
Equitable Trust
Tennessee
$6.09M +$2.22K +17 +0%
CF
1157
Concorde Financial
Texas
$6.09M +$1.16M +8,864 +23%
CBTWT
1158
Community Bank & Trust (Waco, Texas)
Texas
$6.07M -$87.4K -671 -1%
LA
1159
LVW Advisors
New York
$6.05M -$10.9K -84 -0.2%
SFG
1160
SevenBridge Financial Group
Pennsylvania
$6.05M +$121K +925 +2%
SFA
1161
Souders Financial Advisors
Ohio
$6.02M -$132K -1,010 -2%
KA
1162
Kintegral Advisory
New York
$6.01M -$323K -2,476 -5%
ADL
1163
Asset Dedication LLC
California
$6.01M +$458K +3,515 +8%
PTC
1164
Private Trust Company
Ohio
$6M +$364K +2,795 +6%
RWM
1165
Ritholtz Wealth Management
New York
$6M +$474K +3,641 +9%
BWA
1166
BDO Wealth Advisors
Florida
$5.99M +$137K +1,050 +2%
CWG
1167
Cornerstone Wealth Group
North Carolina
$5.98M -$172K -1,320 -3%
JCM
1168
Jacobi Capital Management
Pennsylvania
$5.97M -$39.6K -304 -0.7%
WAS
1169
WESPAC Advisors SoCal
California
$5.97M +$28.4K +218 +0.5%
CGA
1170
Compound Global Advisors
Washington
$5.97M +$4.11M +31,551 +221%
PL
1171
Parthenon LLC
Kentucky
$5.95M -$15.2K -117 -0.3%
NC
1172
NewSquare Capital
Pennsylvania
$5.95M +$443K +3,401 +8%
NB
1173
Northwest Bancshares
Pennsylvania
$5.95M +$55.9K +429 +0.9%
DSC
1174
Duncker Streett & Co
Missouri
$5.93M -$53.8K -413 -0.9%
CNBTD
1175
Citizens National Bank Trust Department
Mississippi
$5.93M -$102K -785 -2%
45 46
47
48 49