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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 %
CS
1326
Comerica Securities
Michigan
$4.79M +$79.4K +609 +2%
EL
1327
Essex LLC
Illinois
$4.79M – – –
PMAM
1328
Picton Mahoney Asset Management
Ontario, Canada
$4.78M -$234K -1,795 -5%
WC
1329
Weil Company
California
$4.77M -$10.9K -84 -0.2%
ECM
1330
Exchange Capital Management
Michigan
$4.76M +$107K +824 +2%
AAS
1331
Ameritas Advisory Services
Nebraska
$4.74M -$931K -6,831 -16%
SNB
1332
Security National Bank
Nebraska
$4.73M +$38.6K +296 +0.8%
SFA
1333
Source Financial Advisors
New York
$4.72M -$450K -3,452 -9%
SCM
1334
Sitrin Capital Management
California
$4.72M -$34K -261 -0.7%
BHC
1335
Bowen Hanes & Co
Florida
$4.71M -$603K -4,627 -11%
VMPIC
1336
Varma Mutual Pension Insurance Co
Finland
$4.71M – – –
PFA
1337
Pathway Financial Advisers
Indiana
$4.7M -$8.99K -69 -0.2%
BA
1338
Bridgewater Advisors
New York
$4.69M -$3.13K -24 -0.1%
CAAS
1339
Capital Asset Advisory Services
Michigan
$4.68M +$310K +2,378 +7%
SFI
1340
SPC Financial Inc
Maryland
$4.68M +$1.27M +9,715 +37%
CWM
1341
Chemistry Wealth Management
New York
$4.66M -$36K -276 -0.8%
PP
1342
PDS Planning
Ohio
$4.65M +$329K +2,526 +8%
MFG
1343
MidWestOne Financial Group
Iowa
$4.64M +$297K +2,281 +7%
FMAEN1
1344
Fund Management at Engine No 1
California
$4.64M +$428K +3,288 +10%
CT
1345
Chicago Trust
Illinois
$4.63M -$395K -3,030 -8%
JWCA
1346
J.W. Cole Advisors
Florida
$4.63M +$293K +2,250 +7%
CPC
1347
Consolidated Planning Corp
Georgia
$4.63M +$325K +2,493 +8%
CI
1348
Cigna Investments
Connecticut
$4.62M -$95.4K -732 -2%
CG
1349
Caprock Group
Idaho
$4.61M +$499K +3,833 +12%
GCM
1350
Graham Capital Management
Connecticut
$4.61M +$3.34M +25,617 +263%
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