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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 %
MSAM
1501
Moloney Securities Asset Management
Missouri
$3.77M +$432K +3,316 +13%
ZCI
1502
Zevenbergen Capital Investments
Washington
$3.76M +$3.26K +25 +0.1%
CRCM
1503
Crystal Rock Capital Management
Illinois
$3.76M -$912K -7,000 -20%
AFG
1504
Atomi Financial Group
New York
$3.76M +$3.76M +28,836 New
AIS
1505
American Investment Services
Massachusetts
$3.76M – – –
SWS
1506
SYSTM Wealth Solutions
Illinois
$3.75M -$330K -2,530 -8%
BOPW
1507
Brandywine Oak Private Wealth
Pennsylvania
$3.75M -$51.9K -398 -1%
P
1508
Pitcairn
Pennsylvania
$3.75M +$230K +1,765 +7%
NP
1509
NorthRock Partners
Minnesota
$3.74M -$107K -820 -3%
GA
1510
GFS Advisors
Texas
$3.74M -$1.67M -12,811 -31%
RSWM
1511
Robertson Stephens Wealth Management
California
$3.73M +$75.7K +581 +2%
PSB
1512
Piscataqua Savings Bank
New Hampshire
$3.73M +$8.21K +63 +0.2%
ARC
1513
Advisor Resource Council
Texas
$3.73M +$3.07M +23,905 +470%
BBA
1514
Baader Bank Aktiengesellschaft
Germany
$3.72M -$460K -3,575 -11%
AIM
1515
Anchor Investment Management
South Carolina
$3.72M +$171K +1,309 +5%
PCA
1516
Peddock Capital Advisors
Massachusetts
$3.72M +$64K +491 +2%
MCWS
1517
McKinley Carter Wealth Services
West Virginia
$3.7M +$169K +1,296 +5%
AIM
1518
Athena Investment Management
California
$3.7M +$20.1K +154 +0.5%
JWCA
1519
J.W. Coons Advisors
Ohio
$3.69M -$15K -115 -0.4%
FBFS
1520
First Business Financial Services
Wisconsin
$3.69M +$90.2K +692 +3%
CFCI
1521
Comprehensive Financial Consultants Institutional
Indiana
$3.69M +$185K +1,420 +5%
UBG
1522
United Bank (Georgia)
Georgia
$3.69M +$31.3K +240 +0.9%
SF
1523
Summit Financial
New Jersey
$3.68M +$49.3K +378 +1%
MBT
1524
Montecito Bank & Trust
California
$3.67M -$119K -910 -3%
DCM
1525
Delta Capital Management
New Jersey
$3.67M -$13K -100 -0.4%
59 60
61
62 63