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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 %
PAM
1451
Pegasus Asset Management
New York
$4M +$9.64K +74 +0.2%
MCM
1452
Monarch Capital Management
Indiana
$3.99M -$197K -1,515 -5%
NP
1453
Nilsine Partners
Colorado
$3.99M +$3.99M +30,648 New
LBC
1454
Lawrence B. Cohen
$3.99M -$1.75M -13,406 -30%
EWA
1455
Exencial Wealth Advisors
Oklahoma
$3.99M -$358K -2,749 -8%
MCM
1456
MV Capital Management
Maryland
$3.99M +$38.6K +296 +1%
TL
1457
Tradewinds LLC
North Carolina
$3.98M +$3.98M +30,561 New
CNC
1458
Citizens & Northern Corp
Pennsylvania
$3.98M +$13.8K +106 +0.3%
SAG
1459
SageView Advisory Group
California
$3.97M +$1.33M +10,188 +50%
HCM
1460
Hengehold Capital Management
Ohio
$3.97M +$3K +23 +0.1%
RA
1461
RFG Advisory
Alabama
$3.97M -$256K -1,967 -6%
RCA
1462
Resonant Capital Advisors
Wisconsin
$3.96M -$61.6K -473 -2%
ADIM
1463
Alpha DNA Investment Management
Maryland
$3.96M -$1.05M -8,034 -21%
FC
1464
Forte Capital
New York
$3.96M +$99.2K +761 +3%
CD
1465
Chapin Davis
Maryland
$3.96M +$943K +7,234 +31%
AWE
1466
Avidian Wealth Enterprises
Texas
$3.94M +$240K +1,843 +6%
WP
1467
WealthPLAN Partners
Nebraska
$3.94M -$2.49M -19,106 -39%
CPC
1468
Congress Park Capital
New York
$3.93M -$14.5K -111 -0.4%
SFS
1469
Strategic Financial Services
New York
$3.93M -$130K -996 -3%
NPT
1470
Nixon Peabody Trust
Massachusetts
$3.91M +$85.4K +655 +2%
MFS
1471
Monetta Financial Services
Illinois
$3.91M – – –
AH
1472
Allen Holding
New York
$3.91M – – –
BL
1473
Bleichroeder LP
New York
$3.91M – – –
DTL
1474
Dynamic Technology Lab
Singapore
$3.89M +$3.89M +29,823 New
SSWM
1475
Sheets Smith Wealth Management
North Carolina
$3.88M -$99.7K -765 -3%
57 58
59
60 61