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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 %
HNW
1576
High Note Wealth
Minnesota
$3.41M -$4.95K -38 -0.1%
MWM
1577
Mission Wealth Management
California
$3.39M -$64.2K -493 -2%
SSI
1578
Scott & Selber Inc
Texas
$3.38M +$4.17K +32 +0.1%
LHC
1579
Little House Capital
Massachusetts
$3.38M +$690K +5,294 +26%
YIA
1580
YHB Investment Advisors
Connecticut
$3.37M +$457K +3,508 +16%
MFC
1581
Mechanics Financial Corp
Ohio
$3.36M +$195K +1,500 +6%
SIC
1582
Shoker Investment Counsel
Ohio
$3.35M – – –
NIP
1583
Nicholas Investment Partners
California
$3.35M +$3.35M +25,723 New
AIS
1584
AM Investment Strategies
Tennessee
$3.35M -$261 -2 -0%
RFN
1585
RDA Financial Network
Iowa
$3.34M +$45.2K +347 +1%
SIAP
1586
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.33M -$68.3K -524 -2%
MVA
1587
Mount Vernon Associates
Maryland
$3.33M -$71.7K -550 -2%
RMC
1588
Resources Management Corp
Connecticut
$3.32M -$9.14M -104,000 -73%
KA
1589
KLCM Advisors
Wisconsin
$3.31M +$1.38M +10,591 +71%
BFC
1590
Blue Fin Capital
Rhode Island
$3.31M +$7.24K +54 +0.2%
LWM
1591
LJI Wealth Management
Indiana
$3.31M +$26.1K +200 +0.8%
PPWP
1592
Proquility Private Wealth Partners
Nevada
$3.3M +$400K +3,072 +14%
IP
1593
Interval Partners
New York
$3.3M -$2.59M -19,890 -44%
PTP
1594
Platform Technology Partners
New York
$3.3M +$3K +23 +0.1%
UCI
1595
Uncommon Cents Investing
Wisconsin
$3.29M +$29.3K +225 +0.9%
GSEP
1596
Golden State Equity Partners
California
$3.29M +$3.29M +25,220 New
EWA
1597
EverSource Wealth Advisors
Alabama
$3.28M -$185K -1,417 -5%
KA
1598
Kovack Advisors
Florida
$3.28M -$37.9K -291 -1%
LCM
1599
Liberty Capital Management
Michigan
$3.27M +$2.35K +18 +0.1%
LWIC
1600
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.26M +$1.6M +22,572 +96%
62 63
64
65 66