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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 %
FCP
1701
Fidelis Capital Partners
Florida
$2.88M +$1.74M +12,752 +153%
CIA
1702
Cohen Investment Advisors
New Hampshire
$2.88M -$4.69K -36 -0.2%
OF
1703
Outfitter Financial
Maine
$2.88M -$7.17K -55 -0.2%
RP
1704
Rowlandmiller & Partners
Georgia
$2.88M – – –
WOC
1705
West Oak Capital
California
$2.88M -$88K -675 -3%
MWM
1706
Modera Wealth Management
New Jersey
$2.88M +$74.3K +570 +3%
IFPG
1707
Intrepid Financial Planning Group
Indiana
$2.87M -$5.21K -40 -0.2%
SWA
1708
SOA Wealth Advisors
New York
$2.84M -$4.04K -31 -0.1%
CWM
1709
Cornerstone Wealth Management
Missouri
$2.84M +$2.84M +21,784 New
IP
1710
Intellectus Partners
California
$2.84M +$26.5K +203 +0.9%
CT
1711
Coastline Trust
Rhode Island
$2.84M +$21.8K +167 +0.8%
SIG
1712
Sargent Investment Group
Maryland
$2.83M -$208K -1,595 -7%
XSC
1713
X-Square Capital
Puerto Rico
$2.83M -$230K -1,766 -8%
LSA
1714
L & S Advisors
California
$2.82M +$531K +4,075 +23%
CCWM
1715
Cassaday & Co Wealth Management
Virginia
$2.82M -$89.9K -690 -3%
PWA
1716
Phoenix Wealth Advisors
North Carolina
$2.8M -$147K -1,127 -5%
DFG
1717
Delta Financial Group
New Jersey
$2.8M +$6.12K +47 +0.2%
KS
1718
Karpas Strategies
Connecticut
$2.8M -$18.5K -142 -0.7%
LCM
1719
Legato Capital Management
California
$2.8M – – –
Edgewood Management
1720
Edgewood Management
Connecticut
$2.8M – – –
V
1721
VeraBank
Texas
$2.78M -$147K -1,129 -5%
TA
1722
Townsend & Associates
Colorado
$2.77M +$268K +1,937 +11%
MPPLM
1723
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.77M +$559K +4,293 +25%
LOAMS
1724
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.77M +$294K +2,254 +12%
AC
1725
AlphaCore Capital
California
$2.77M +$1.07M +8,214 +63%
67 68
69
70 71