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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 %
GFA
1351
Gifford Fong Associates
California
$4.6M -$3.06M -23,504 -40%
FFN
1352
Focus Financial Network
Minnesota
$4.6M -$18.9K -145 -0.4%
NWM
1353
NEIRG Wealth Management
Massachusetts
$4.59M -$107K -824 -2%
PP
1354
PDT Partners
New York
$4.58M +$2.69M +20,650 +142%
CIP
1355
Capital Insight Partners
Arizona
$4.56M -$32.4K -249 -0.7%
AA
1356
Argent Advisors
Louisiana
$4.55M +$33.9K +260 +0.7%
DAC
1357
Dividend Assets Capital
South Carolina
$4.55M – – –
JIP
1358
Jaffetilchin Investment Partners
Florida
$4.54M +$211K +1,623 +5%
CCFP
1359
Charles Carroll Financial Partners
Massachusetts
$4.54M -$254K -1,950 -5%
MMG
1360
Monetary Management Group
Missouri
$4.54M – – –
CSA
1361
Cottage Street Advisors
Massachusetts
$4.54M -$530M -4,065,307 -99%
AAM
1362
Aureus Asset Management
Massachusetts
$4.53M +$104K +798 +2%
LTI
1363
Laffer Tengler Investments
Tennessee
$4.53M +$60.3K +463 +1%
BKA
1364
Brick & Kyle Associates
Pennsylvania
$4.52M -$24.8K -190 -0.5%
MW
1365
Marcum Wealth
Ohio
$4.51M +$214K +1,642 +5%
VWA
1366
V Wealth Advisors
Kansas
$4.51M +$156K +1,195 +4%
DI
1367
DFPG Investments
Utah
$4.51M +$1.46M +11,225 +48%
AW
1368
Apricus Wealth
South Carolina
$4.49M +$280K +2,148 +7%
GD
1369
Grandfield & Dodd
New York
$4.49M -$1.3K -10 -0%
COI
1370
Connable Office Inc
Michigan
$4.49M -$151K -1,161 -3%
BFPW
1371
BOK Financial Private Wealth
Colorado
$4.48M +$110K +845 +3%
CNFG
1372
Creegan & Nassoura Financial Group
New Hampshire
$4.48M -$13K -100 -0.3%
ST
1373
Sentinel Trust
Texas
$4.48M +$1.81M +13,860 +68%
TA
1374
TFG Advisers
Michigan
$4.46M +$44.3K +340 +1%
AAM
1375
Augustine Asset Management
Florida
$4.46M -$47.6K -365 -1%
53 54
55
56 57