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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 %
MA
1626
Modus Advisors
Minnesota
$3.2M +$23.6K +181 +0.7%
SM
1627
Sweeney & Michel
California
$3.19M +$3.19M +22,924 New
HVP
1628
Hudson Value Partners
Florida
$3.19M +$69.1K +530 +2%
TW
1629
TrinityPoint Wealth
Connecticut
$3.19M -$17.2K -132 -0.5%
FWP
1630
FAS Wealth Partners
Kansas
$3.18M -$22.3K -171 -0.7%
FAP
1631
Financial Advisory Partners
Florida
$3.18M -$67.1K -515 -2%
APWM
1632
Atlas Private Wealth Management
New York
$3.16M +$126K +967 +4%
AIC
1633
Argus Investors Counsel
New York
$3.16M -$2.61K -20 -0.1%
GBT
1634
Grove Bank & Trust
Florida
$3.15M -$417K -3,199 -12%
CFMC
1635
Curbstone Financial Management Corp
New Hampshire
$3.15M -$13K -100 -0.4%
HA
1636
Harbor Advisors
Florida
$3.15M -$261K -2,000 -8%
IGWM
1637
ICA Group Wealth Management
Colorado
$3.14M +$42K +322 +1%
VT
1638
Vise Technologies
New York
$3.14M +$504K +3,871 +19%
VRM
1639
Vectors Research Management
New York
$3.14M -$30.4K -233 -1%
CST
1640
Charles Schwab Trust
Nevada
$3.13M -$344K -2,640 -10%
DCM
1641
Dudley Capital Management
Virginia
$3.13M -$1.3K -10 -0%
WAS
1642
Winch Advisory Services
Wisconsin
$3.12M +$21K +161 +0.7%
FAIM
1643
Financial Advocates Investment Management
Washington
$3.12M +$154K +1,184 +5%
CWAG
1644
Compton Wealth Advisory Group
Virginia
$3.11M -$140K -1,076 -4%
LJAC
1645
L.J. Altfest & Co
New York
$3.1M +$40.5K +311 +1%
WP
1646
WealthSource Partners
California
$3.1M -$144K -1,105 -4%
RGI
1647
River Global Investors
United Kingdom
$3.08M -$102K -780 -3%
WPA
1648
Winning Points Advisors
Florida
$3.08M – – –
RCIM
1649
Red Cedar Investment Management
Michigan
$3.08M +$1.02M +7,811 +49%
ITIM
1650
Indiana Trust & Investment Management
Indiana
$3.08M +$101K +775 +3%
64 65
66
67 68