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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 %
PA
1251
Profund Advisors
Maryland
$5.3M -$2.63M -20,205 -33%
BA
1252
Bristlecone Advisors
Washington
$5.29M -$89.4K -686 -2%
PCM
1253
Patient Capital Management
Maryland
$5.28M -$652K -5,000 -11%
OIM
1254
Opus Investment Management
Massachusetts
$5.26M – – –
BCPWM
1255
Bradley & Co Private Wealth Management
Florida
$5.25M -$559K -4,290 -10%
ST
1256
Somerset Trust
Pennsylvania
$5.25M -$198K -1,520 -4%
UAM
1257
Unison Asset Management
Florida
$5.24M +$2.09K +16 +0%
CWM
1258
Chronos Wealth Management
Florida
$5.23M +$73.8K +566 +1%
VST
1259
Van Strum & Towne
California
$5.23M -$97.7K -750 -2%
OAM
1260
Ostrum Asset Management
France
$5.23M +$5.23M +40,124 New
CGL
1261
Clarius Group LLC
Washington
$5.22M +$164K +1,258 +3%
UFG
1262
United Fire Group
Iowa
$5.21M – – –
CTC (Chicago Trading Company)
1263
CTC (Chicago Trading Company)
Illinois
$5.21M -$76.4M -593,512 -94%
CAL
1264
Capital Analysts LLC
Pennsylvania
$5.21M +$62.6K +480 +1%
WA
1265
Waverly Advisors
Alabama
$5.2M +$3.19M +24,476 +159%
HW
1266
Hedeker Wealth
Illinois
$5.19M -$35.7K -274 -0.7%
AIP
1267
Ameritas Investment Partners
Nebraska
$5.18M -$11.9K -91 -0.2%
LSWM
1268
Lorne Steinberg Wealth Management
Canada
$5.16M +$1.72M +13,190 +50%
BWS
1269
Buck Wealth Strategies
Colorado
$5.16M +$5.16M +39,614 New
AWM
1270
Avior Wealth Management
Nebraska
$5.15M +$7.3K +56 +0.1%
AT
1271
Arden Trust
Delaware
$5.15M -$101K -773 -2%
WPIC
1272
White Pine Investment Company
Michigan
$5.15M +$20.1K +154 +0.4%
PPW
1273
Parcion Private Wealth
Washington
$5.14M +$611K +4,686 +13%
VWM
1274
Valley Wealth Managers
New Jersey
$5.14M +$29.8K +229 +0.6%
UWM
1275
Udine Wealth Management
Florida
$5.13M +$175K +1,341 +4%
49 50
51
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