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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 %
SCA
1176
Stokes Capital Advisors
South Carolina
$5.92M +$30.8K +236 +0.5%
MCM
1177
McRae Capital Management
New Jersey
$5.92M -$613K -4,704 -9%
DS
1178
DRW Securities
Illinois
$5.91M +$4.44M +34,053 +302%
IEFM
1179
IQ EQ Fund Management
Ireland
$5.9M -$87.8K -674 -1%
WWM
1180
Western Wealth Management
Colorado
$5.88M +$226K +1,734 +4%
APP
1181
Avantax Planning Partners
Iowa
$5.88M +$511K +3,918 +10%
IIM
1182
Ipswich Investment Management
Massachusetts
$5.88M -$33.6K -258 -0.6%
BTWM
1183
Baker Tilly Wealth Management
Wisconsin
$5.87M +$1.26M +9,647 +27%
APSI
1184
Asset Planning Services Inc
Louisiana
$5.86M -$217K -1,665 -4%
AOWM
1185
Alpha Omega Wealth Management
Virginia
$5.85M -$60.6K -465 -1%
AIM
1186
AMI Investment Management
Indiana
$5.83M -$292K -2,243 -5%
BCMO
1187
Buckingham Capital Management (Ohio)
Ohio
$5.83M +$208K +1,594 +4%
GWM
1188
Geneos Wealth Management
Colorado
$5.83M -$1.31M -10,067 -18%
AG
1189
Ascent Group
Virginia
$5.82M +$1.32M +10,146 +29%
SAM
1190
Selway Asset Management
$5.8M -$34.5K -265 -0.6%
AC
1191
Arjuna Capital
North Carolina
$5.8M +$106K +812 +2%
FFM
1192
Fullerton Fund Management
Singapore
$5.79M -$21.1M -161,970 -78%
DIP
1193
DT Investment Partners
Pennsylvania
$5.79M +$157K +1,114 +3%
GIP
1194
Granite Investment Partners
California
$5.78M -$112K -860 -2%
IB
1195
Intrust Bank
Kansas
$5.76M -$93.2K -715 -2%
SA
1196
Strategic Advisors
New York
$5.75M -$62.7K -481 -1%
SIA
1197
Schechter Investment Advisors
Michigan
$5.75M +$68.3K +524 +1%
DIA
1198
Dana Investment Advisors
Wisconsin
$5.74M -$434K -3,334 -7%
PAM
1199
Paradigm Asset Management
New York
$5.73M -$13K -100 -0.2%
BWAM
1200
Boyd Watterson Asset Management
Ohio
$5.67M +$94.6K +726 +2%
46 47
48
49 50