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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 %
ATC
1651
Adirondack Trust Company
New York
$3.07M +$83.4K +640 +3%
WIM
1652
Weitz Investment Management
Nebraska
$3.06M +$456K +3,500 +18%
SIAG
1653
Signet Investment Advisory Group
Rhode Island
$3.06M -$644K -4,940 -17%
QPWM
1654
Quadrant Private Wealth Management
Pennsylvania
$3.06M +$8.21K +63 +0.3%
KWA
1655
KCS Wealth Advisory
California
$3.06M -$13.6K -104 -0.4%
BDS
1656
Banco de Sabadell
Florida
$3.05M -$153K -1,174 -5%
PBC
1657
Pavion Blue Capital
California
$3.05M -$49.1K -377 -2%
ACM
1658
Ategra Capital Management
Virginia
$3.05M +$66.7K +512 +2%
RCM
1659
RB Capital Management
Nevada
$3.04M +$128K +979 +4%
FCA
1660
FLC Capital Advisors
California
$3.04M -$6.52K -50 -0.2%
IIC
1661
Ironwood Investment Counsel
Arizona
$3.03M +$187K +1,433 +7%
WWA
1662
WCG Wealth Advisors
Nevada
$3.03M +$211K +1,622 +8%
TA
1663
Tiedemann Advisors
New York
$3.02M +$104K +796 +4%
NPA
1664
Nichols & Pratt Advisers
Massachusetts
$3.02M -$39.1K -300 -1%
WCM
1665
Wunderlich Capital Managemnt
Tennessee
$3.01M +$31.7K +243 +1%
HIP
1666
HUB Investment Partners
Texas
$3.01M +$248K +1,901 +9%
NSB
1667
Norway Savings Bank
Maine
$3.01M +$4.43K +34 +0.1%
NWM
1668
Northcape Wealth Management
New York
$3M +$614K +4,713 +26%
JSL
1669
JT Stratford LLC
Georgia
$3M -$521K -3,999 -15%
ECM
1670
Elgethun Capital Management
South Dakota
$3M -$197K -1,498 -6%
GAG
1671
GM Advisory Group
New York
$2.99M -$1.06M -8,170 -26%
WR
1672
WD Rutherford
Oregon
$2.99M +$37.1K +285 +1%
SAM
1673
Sycomore Asset Management
France
$2.99M +$229K +1,786 +8%
OWA
1674
Octavia Wealth Advisors
Ohio
$2.98M +$41.6K +319 +1%
BEC
1675
Blue Edge Capital
Virginia
$2.98M +$830K +6,373 +39%
65 66
67
68 69