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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 %
IRAG
1601
Investment Research & Advisory Group
Georgia
$3.26M +$102K +780 +3%
GSB
1602
Greenfield Savings Bank
Massachusetts
$3.26M -$28.5K -219 -0.9%
TPM
1603
Triasima Portfolio Management
Quebec, Canada
$3.26M +$431K +3,305 +15%
CWM
1604
Cordatus Wealth Management
Pennsylvania
$3.26M +$4.56K +35 +0.1%
NO
1605
Ninety One
South Africa
$3.26M -$1.98M -15,280 -38%
EML
1606
Eos Management LP
New York
$3.26M – – –
STC
1607
Sarah T. Connolly
$3.26M -$152K -1,170 -4%
BL
1608
Balentine LLC
Georgia
$3.25M -$288K -2,212 -8%
LRPA
1609
L. Roy Papp & Associates
Arizona
$3.24M – – –
RWB
1610
RMR Wealth Builders
New Jersey
$3.24M +$4.56K +35 +0.1%
AIA
1611
Armor Investment Advisors
North Carolina
$3.24M +$9.9K +76 +0.3%
FMTCOCP
1612
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.23M +$60.5K +464 +2%
GCA
1613
Gradient Capital Advisors
California
$3.23M -$36K -276 -1%
SCI
1614
S&CO Inc
Massachusetts
$3.23M – – –
SIA
1615
SeaBridge Investment Advisors
New Jersey
$3.23M -$197K -1,514 -6%
NDSI
1616
Newman Dignan & Sheerar Inc
Rhode Island
$3.23M -$1.56K -12 -0%
EW
1617
Evoke Wealth
California
$3.23M -$99.6K -764 -3%
MAM
1618
Mystic Asset Management
Rhode Island
$3.22M -$42.2K -324 -1%
TNBTD
1619
Trustmark National Bank Trust Department
Mississippi
$3.22M -$229K -1,756 -7%
CA
1620
Continuum Advisory
Idaho
$3.21M -$27.6K -439 -0.9%
SIP
1621
Stoneridge Investment Partners
Pennsylvania
$3.21M -$4.62M -35,414 -59%
SP
1622
SWS Partners
Ohio
$3.21M +$52.1K +400 +2%
RAM
1623
Roanoke Asset Management
New Jersey
$3.2M +$912 +7 +0%
RCAG
1624
Rehmann Capital Advisory Group
Michigan
$3.2M +$65.4K +502 +2%
AC
1625
Addison Capital
Pennsylvania
$3.2M -$839K -6,435 -21%
63 64
65
66 67