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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 %
GCM
1676
Gables Capital Management
Florida
$2.98M +$5.34K +41 +0.2%
BHA
1677
Beech Hill Advisors
New York
$2.97M +$326K +2,504 +12%
GWANC
1678
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.96M +$207K +1,588 +8%
BMC
1679
Beaton Management Company
Massachusetts
$2.96M +$32.6K +250 +1%
AMG
1680
Advisors Management Group
Wisconsin
$2.95M +$131K +1,007 +5%
EWM
1681
Evermay Wealth Management
Virginia
$2.95M -$98.5K -756 -3%
GGHC
1682
Gilder Gagnon Howe & Co
New York
$2.95M +$879K +6,745 +43%
UHC
1683
Union Heritage Capital
Michigan
$2.95M – – –
NCM
1684
NCM Capital Management
New Jersey
$2.94M +$1.56K +12 +0.1%
PCM
1685
Poehling Capital Management
Wisconsin
$2.94M -$912 -7 -0%
ESB
1686
Essex Savings Bank
Connecticut
$2.94M -$43.7K -335 -1%
HWA
1687
HCR Wealth Advisors
California
$2.94M -$50.3K -386 -2%
MFA
1688
Mayflower Financial Advisors
Massachusetts
$2.94M +$93.2K +715 +3%
HC
1689
HNP Capital
New York
$2.93M -$50.2K -385 -2%
CCI
1690
Credit Capital Investments
New Jersey
$2.93M – – –
LCM
1691
Leisure Capital Management
California
$2.93M +$24.5K +188 +0.8%
FFA
1692
Founders Financial Alliance
North Carolina
$2.93M -$475K -3,575 -14%
AWM
1693
Accurate Wealth Management
Florida
$2.92M +$169K +1,324 +6%
CCFM
1694
Clear Creek Financial Management
Washington
$2.91M +$130 +1 +0%
SIM
1695
Studio Investment Management
Illinois
$2.9M -$106K -814 -4%
NL
1696
NVWM LLC
Pennsylvania
$2.9M -$15.1K -116 -0.5%
CS
1697
Crescent Sterling
Louisiana
$2.9M +$207K +1,591 +8%
SCM
1698
Seascape Capital Management
New Hampshire
$2.9M +$176K +1,350 +6%
GLR
1699
Great Lakes Retirement
Ohio
$2.89M +$1.66M +12,774 +136%
HBT
1700
Heartland Bank & Trust
Illinois
$2.89M +$483K +3,703 +20%
66 67
68
69 70