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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 %
SWM
1551
Scissortail Wealth Management
Oklahoma
$3.56M -$4.48M -34,347 -56%
AFA
1552
Arlington Financial Advisors
California
$3.56M -$59.7K -458 -2%
SW
1553
SkyOak Wealth
Michigan
$3.56M -$14.5K -111 -0.4%
EL
1554
EMFO LLC
Florida
$3.55M +$601K +4,610 +20%
ACM
1555
Altrius Capital Management
North Carolina
$3.54M +$25.2K +193 +0.7%
HF
1556
HRT Financial
New York
$3.54M +$3.54M +27,140 New
TFA
1557
Transamerica Financial Advisors
Florida
$3.52M +$17.1K +131 +0.5%
BCM
1558
Blume Capital Management
California
$3.51M -$973K -7,465 -22%
HCM
1559
Hudson Capital Management
New Jersey
$3.51M – – –
BL
1560
BFSG LLC
California
$3.5M +$50.8K +390 +1%
KHLMTHM
1561
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.49M -$3.01M -23,351 -46%
ACM
1562
Alta Capital Management
Utah
$3.48M +$73K +560 +2%
MAM
1563
Montchanin Asset Management
Delaware
$3.48M -$165K -1,264 -5%
CIAS
1564
Capital Investment Advisory Services
North Carolina
$3.47M -$911K -6,990 -21%
TBNY
1565
Trustco Bank (New York)
New York
$3.46M -$106K -810 -3%
KJHP
1566
K.J. Harrison & Partners
Ontario, Canada
$3.46M +$126K +1,000 +4%
CWA
1567
Clarity Wealth Advisors
California
$3.45M +$150K +1,149 +5%
LCC
1568
Lincoln Capital Corp
Rhode Island
$3.45M -$1.9M -14,562 -35%
CWP
1569
CFM Wealth Partners
Texas
$3.44M +$49.3K +378 +1%
CFGS
1570
Concourse Financial Group Securities
Alabama
$3.44M +$103K +791 +3%
IA
1571
IFG Advisory
Georgia
$3.43M +$341K +2,613 +11%
LDB
1572
Lee, Danner & Bass
Tennessee
$3.43M -$65.8K -505 -2%
AB
1573
Atlas Brown
Kentucky
$3.43M +$22.5K +173 +0.7%
AL
1574
Aspiriant LLC
California
$3.42M +$7.04K +54 +0.2%
CWM
1575
Calamos Wealth Management
Illinois
$3.42M -$181K -1,388 -5%
61 62
63
64 65