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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 %
PSP
1201
Principal Street Partners
Tennessee
$5.67M -$206K -1,578 -4%
MP
1202
McDonald Partners
Ohio
$5.66M -$349K -2,682 -6%
LPIC
1203
LeJeune Puetz Investment Counsel
Michigan
$5.65M +$4.56K +35 +0.1%
AWA
1204
Arkadios Wealth Advisors
Georgia
$5.64M +$68.3K +524 +1%
BFG
1205
Beacon Financial Group
Texas
$5.64M -$264K -2,063 -4%
1WM
1206
1900 Wealth Management
Texas
$5.63M +$162K +1,209 +3%
BMWM
1207
Brown Miller Wealth Management
Virginia
$5.63M -$454K -3,485 -7%
AC
1208
Abbrea Capital
California
$5.62M +$18.9K +145 +0.3%
MIFH
1209
Migdal Insurance & Financial Holdings
Israel
$5.61M +$1.78M +13,792 +46%
WAP
1210
Wealthcare Advisory Partners
Pennsylvania
$5.6M +$170K +1,305 +3%
CWM
1211
Concentric Wealth Management
California
$5.6M +$37.3K +286 +0.7%
ACM
1212
Argyle Capital Management
Pennsylvania
$5.59M +$84.7K +650 +2%
MFG
1213
Magnus Financial Group
New York
$5.59M +$593K +4,554 +12%
PL
1214
Parkwood LLC
Ohio
$5.58M +$872K +6,691 +19%
CCM
1215
Canal Capital Management
Virginia
$5.57M -$321K -2,467 -5%
PFM
1216
Premier Fund Managers
United Kingdom
$5.56M -$186K -1,441 -3%
MCM
1217
Mitchell Capital Management
Kansas
$5.55M +$233K +1,789 +4%
FMTC
1218
Farmers & Merchants Trust Company
California
$5.55M -$217K -1,669 -4%
TCM
1219
Traynor Capital Management
Pennsylvania
$5.55M -$165K -1,265 -3%
WPW
1220
Waldron Private Wealth
Pennsylvania
$5.54M +$19.8K +152 +0.4%
DA
1221
DCM Advisors
New York
$5.53M -$45.7K -351 -0.8%
PWS
1222
Peterson Wealth Services
Utah
$5.53M +$3.72M +28,521 +205%
CHC
1223
City Holding Co
West Virginia
$5.53M -$74.7K -573 -1%
GIA
1224
Guyasuta Investment Advisors
Pennsylvania
$5.52M -$133K -1,017 -2%
FHA
1225
Flagship Harbor Advisors
Massachusetts
$5.52M -$98.6K -757 -2%
47 48
49
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