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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 %
AW
1476
Atlas Wealth
Ohio
$3.88M -$88K -675 -2%
CA
1477
Cumberland Advisors
Florida
$3.88M +$9.12K +70 +0.2%
STA
1478
Summit Trail Advisors
New York
$3.88M +$690K +5,297 +22%
TSWM
1479
Triangle Securities Wealth Management
North Carolina
$3.87M -$88.5K -679 -2%
AP
1480
Americana Partners
Texas
$3.87M +$49K +376 +1%
CM
1481
Churchill Management
California
$3.87M +$128K +984 +3%
SACTSONJ
1482
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.87M – – –
HI
1483
Hudock Inc
Pennsylvania
$3.87M +$626K +4,805 +19%
MGWM
1484
Marks Group Wealth Management
Minnesota
$3.86M +$184K +1,415 +5%
MHS
1485
M Holdings Securities
Oregon
$3.86M -$1.34M -10,272 -26%
LSAG
1486
Lake Street Advisors Group
New Hampshire
$3.85M +$207K +1,588 +6%
BWM
1487
BNC Wealth Management
Oregon
$3.85M +$335K +2,573 +10%
ANB
1488
Amarillo National Bank
Texas
$3.85M -$22K -169 -0.6%
CAM
1489
Covenant Asset Management
New Jersey
$3.85M -$76.8K -589 -2%
BCM
1490
Brookmont Capital Management
Texas
$3.85M +$15K +115 +0.4%
GLA
1491
Good Life Advisors
Pennsylvania
$3.84M +$145K +1,109 +4%
LFA
1492
Lauterbach Financial Advisors
Texas
$3.82M -$70.6K -542 -2%
WP
1493
WealthShield Partners
North Carolina
$3.82M -$160K -1,228 -4%
LRWA
1494
Long Run Wealth Advisors
New York
$3.79M -$132K -1,010 -3%
VWMG
1495
Virginia Wealth Management Group
Virginia
$3.79M +$49.9K +383 +1%
WBC
1496
West Branch Capital
Massachusetts
$3.78M -$66.6K -511 -2%
SMI
1497
Shelter Mutual Insurance
Missouri
$3.78M – – –
CAG
1498
Csenge Advisory Group
Florida
$3.78M +$127K +972 +3%
AIA
1499
Affinity Investment Advisors
California
$3.77M +$880K +6,752 +30%
9WM
1500
9258 Wealth Management
Ohio
$3.77M -$21.5K -165 -0.6%
58 59
60
61 62