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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 %
DGAM
1401
Desjardins Global Asset Management
Quebec, Canada
$4.33M +$1.21M +9,306 +39%
CCM
1402
Coerente Capital Management
Ontario, Canada
$4.32M -$423K -3,247 -9%
PG
1403
Patten Group
Tennessee
$4.31M +$184K +1,411 +4%
EGA
1404
E&G Advisors
Texas
$4.3M -$39K -299 -0.9%
GC
1405
Giverny Capital
Quebec, Canada
$4.3M +$233K +1,785 +6%
NAM
1406
NTV Asset Management
West Virginia
$4.3M +$16.2K +124 +0.4%
BMA
1407
Brooks Moore & Associates
Tennessee
$4.3M +$78.1K +599 +2%
TPA
1408
Trivium Point Advisory
Connecticut
$4.3M +$3.52K +27 +0.1%
WTA
1409
Washington Trust Advisors
Massachusetts
$4.3M -$21K -161 -0.5%
CAM
1410
Centre Asset Management
New York
$4.29M +$4.29M +32,951 New
SB
1411
Strategic Blueprint
Georgia
$4.29M +$77.5K +595 +2%
GP
1412
Greenline Partners
New York
$4.29M -$424K -3,257 -9%
AIM
1413
AHL Investment Management
Florida
$4.28M -$71.4K -548 -2%
CAM
1414
Close Asset Management
United Kingdom
$4.27M +$536K +4,118 +14%
BONH
1415
Bank of New Hampshire
New Hampshire
$4.27M -$163K -1,252 -4%
BS
1416
Bessemer Securities
New York
$4.27M -$469K -3,600 -10%
Koshinski Asset Management
1417
Koshinski Asset Management
Illinois
$4.26M +$66.6K +511 +2%
BBWA
1418
Bell & Brown Wealth Advisors
California
$4.26M -$78.4K -602 -2%
BFA
1419
Bill Few Associates
Pennsylvania
$4.26M +$122K +936 +3%
HH
1420
Hilltop Holdings
Texas
$4.25M -$580K -4,451 -12%
AFM
1421
Abbot Financial Management
Massachusetts
$4.25M -$49.6K -381 -1%
LC
1422
Lincoln Capital
Nebraska
$4.24M -$20.3K -156 -0.5%
HA
1423
Herold Advisors
New York
$4.21M +$331K +2,542 +9%
SCM
1424
Saber Capital Management
North Carolina
$4.19M -$2.88M -22,139 -41%
JFGIW
1425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.19M +$276K +2,115 +7%
55 56
57
58 59