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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 %
HCM
1226
Howland Capital Management
Massachusetts
$5.52M +$21.5K +165 +0.4%
JGUA
1227
John G. Ullman & Associates
New York
$5.52M -$48.2K -370 -0.9%
SWP
1228
Strategic Wealth Partners
Ohio
$5.51M +$102K +783 +2%
BB
1229
Berkshire Bank
Massachusetts
$5.51M -$45K -345 -0.8%
GWMIA
1230
Global Wealth Management Investment Advisory
Florida
$5.48M +$175K +1,341 +3%
JIC
1231
Joel Isaacson & Co
New York
$5.47M -$45.6K -350 -0.8%
PAMG
1232
Patton Albertson Miller Group
Tennessee
$5.47M +$305K +2,337 +6%
HZ
1233
Hixon Zuercher
Ohio
$5.47M +$1M +7,684 +22%
PWS
1234
Peloton Wealth Strategists
Indiana
$5.46M +$169K +1,300 +3%
MCCA
1235
Mill Creek Capital Advisors
Pennsylvania
$5.44M +$3.39M +26,025 +165%
VanEck Associates
1236
VanEck Associates
New York
$5.44M +$4.94M +37,928 +989%
HI
1237
Harbour Investments
Wisconsin
$5.43M +$261K +2,006 +5%
EFMC
1238
Empire Financial Management Company
New York
$5.41M +$5.41M +41,553 New
MLIC
1239
Mandatum Life Insurance Company
Finland
$5.41M – – –
QCG
1240
Quadrant Capital Group
Ohio
$5.4M +$208K +1,596 +4%
ALAM
1241
Asahi Life Asset Management
Japan
$5.4M +$63.2K +485 +1%
HWM
1242
Hohimer Wealth Management
Washington
$5.4M +$179K +1,374 +3%
PCA
1243
Providence Capital Advisors
North Carolina
$5.4M +$111K +854 +2%
PTC
1244
Philadelphia Trust Company
Pennsylvania
$5.39M -$3.22M -24,715 -37%
SMA
1245
Sage Mountain Advisors
Georgia
$5.39M +$4.01M +30,739 +289%
RC
1246
RBF Capital
California
$5.34M – – –
CWS
1247
Confluence Wealth Services
Pennsylvania
$5.34M +$190K +1,456 +4%
SFP
1248
Shepherd Financial Partners
Massachusetts
$5.33M +$71.4K +548 +1%
GAG
1249
Goodman Advisory Group
Massachusetts
$5.32M +$1.12M +8,559 +27%
BWM
1250
BerganKDV Wealth Management
Minnesota
$5.3M +$296K +2,270 +6%
48 49
50
51 52