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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 %
VNA
1376
Valley National Advisers
Pennsylvania
$4.46M -$12.4K -88 -0.3%
TAM
1377
Trust Asset Management
Texas
$4.46M +$122K +933 +3%
AFG
1378
AFS Financial Group
Maryland
$4.45M -$59.2K -454 -1%
EP
1379
Eudaimonia Partners
Tennessee
$4.44M +$806K +6,183 +22%
UF
1380
Univest Financial
Pennsylvania
$4.42M -$324K -2,483 -7%
FLI
1381
Family Legacy Inc
South Carolina
$4.42M +$115K +879 +3%
LSPW
1382
Lake Street Private Wealth
Illinois
$4.42M +$131K +1,002 +3%
BCM
1383
Buckhead Capital Management
Georgia
$4.42M -$1.82K -14 -0%
BFM
1384
Boothbay Fund Management
New York
$4.41M +$4.41M +33,878 New
AF
1385
Advisornet Financial
Minnesota
$4.41M +$28.4K +218 +0.6%
RWM
1386
RBA Wealth Management
California
$4.41M +$119K +910 +3%
CSPAM
1387
Cary Street Partners Asset Management
Virginia
$4.41M -$39.9K -306 -0.9%
SCM
1388
SOL Capital Management
Maryland
$4.4M – – –
MMPW
1389
Mitchell McLeod Pugh & Williams
Alabama
$4.39M +$61.9K +475 +1%
BP
1390
Broadleaf Partners
Ohio
$4.39M +$79.8K +612 +2%
WA
1391
Wasatch Advisors
Utah
$4.39M -$6.52K -50 -0.1%
FM
1392
Family Management
New York
$4.38M -$130K -994 -3%
Walleye Capital
1393
Walleye Capital
New York
$4.36M -$378K -2,897 -8%
SGCA
1394
Steel Grove Capital Advisors
Tennessee
$4.36M +$236K +1,811 +6%
GC
1395
Globeflex Capital
California
$4.35M – – –
PC
1396
Permanens Capital
New York
$4.35M +$1.17M +9,000 +37%
SWM
1397
SeaCrest Wealth Management
New York
$4.34M -$58.8K -451 -1%
DEA
1398
DoubleLine ETF Adviser
Florida
$4.34M -$1.05M -8,044 -19%
HPIA
1399
Hamilton Point Investment Advisors
North Carolina
$4.33M +$138K +1,058 +3%
WANY
1400
Wealthspire Advisors (New York)
New York
$4.33M -$965K -7,402 -18%
54 55
56
57 58