JPM icon

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 %
PJSIMP
1276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.1M +$51.7K +377 +1%
TI
1277
tru Independence
Oregon
$5.1M -$107K -821 -2%
CF
1278
Centaurus Financial
California
$5.1M +$601K +4,616 +13%
EAM
1279
EULAV Asset Management
Florida
$5.08M -$1.96M -15,025 -28%
OFG
1280
Oxford Financial Group
Indiana
$5.08M +$15K +115 +0.3%
FC
1281
Fusion Capital
South Carolina
$5.08M -$41K -315 -0.8%
HCM
1282
Hodges Capital Management
Texas
$5.06M +$269K +1,920 +6%
CA
1283
Claar Advisors
New York
$5.06M +$5.06M +38,800 New
HAC
1284
Harbor Advisory Corp
New Hampshire
$5.05M +$145K +1,114 +3%
SIMM
1285
Stillwater Investment Management (Minnesota)
Minnesota
$5.02M +$20.1K +154 +0.4%
TAM
1286
Townsend Asset Management
North Carolina
$5.02M +$484K +3,716 +11%
NCM
1287
Nelson Capital Management
California
$5.01M -$289K -2,221 -5%
BTI
1288
Blue Trust Inc
Georgia
$5.01M -$478K -3,562 -9%
DIA
1289
Dean Investment Associates
Ohio
$5M +$433K +3,321 +9%
BHPW
1290
Beverly Hills Private Wealth
California
$5M +$1.95M +14,928 +64%
UH
1291
Unigestion Holding
Switzerland
$5M -$6.46M -50,139 -56%
AAMA
1292
Advanced Asset Management Advisors
Ohio
$4.99M +$130 +1 +0%
WAM
1293
Werlinich Asset Management
Connecticut
$4.98M -$7.17K -55 -0.1%
AWA
1294
Arete Wealth Advisors
Illinois
$4.98M +$47.4K +364 +1%
LFA
1295
Legacy Financial Advisors
Kentucky
$4.97M -$3.39K -26 -0.1%
SSW
1296
Stone Summit Wealth
Florida
$4.97M -$179K -1,370 -3%
CT
1297
Colonial Trust
South Carolina
$4.96M +$217K +1,664 +5%
CA
1298
Claro Advisors
Massachusetts
$4.96M +$64.2K +493 +1%
PWMAG
1299
Pinnacle Wealth Management Advisory Group
New Jersey
$4.96M -$530K -4,070 -10%
TPWA
1300
TRUE Private Wealth Advisors
Oregon
$4.96M -$67.6K -519 -1%
50 51
52
53 54