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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 %
MJB
1726
Mark J. Bradley
$2.77M +$591K +4,533 +27%
MWM
1727
Mattern Wealth Management
Kansas
$2.77M +$493K +3,780 +22%
MWAM
1728
Manhattan West Asset Management
California
$2.75M -$291K -2,232 -10%
CIP
1729
Convergence Investment Partners
Florida
$2.75M +$137K +1,049 +5%
SOAMC
1730
Spirit of America Management Corp
New York
$2.74M – – –
APG
1731
Abacus Planning Group
South Carolina
$2.74M +$391 +3 +0%
DMKJ
1732
David M. Knott Jr
$2.74M +$78.2K +600 +3%
BOS
1733
Bank of Stockton
California
$2.73M -$499K -3,828 -15%
MWM
1734
Massachusetts Wealth Management
Massachusetts
$2.73M -$150K -1,150 -5%
AWM
1735
Ameliora Wealth Management
Switzerland
$2.72M -$1.24M -9,534 -31%
IP
1736
Investment Partners
Ohio
$2.72M +$11.3K +87 +0.4%
RCWM
1737
Royal Capital Wealth Management
Indiana
$2.72M +$95.6K +734 +4%
LWM
1738
Ledge Wealth Management
Minnesota
$2.72M +$25.3K +194 +0.9%
RCG
1739
Regatta Capital Group
California
$2.72M – – –
BCM
1740
Beck Capital Management
Texas
$2.71M +$2.71M +20,776 New
LFA
1741
Landmark Financial Advisors
Kentucky
$2.71M -$110K -845 -4%
FPB
1742
First PREMIER Bank
South Dakota
$2.7M +$1.95K +15 +0.1%
ORC
1743
O'Rourke & Company
Massachusetts
$2.69M +$20.2K +155 +0.8%
CB
1744
CNB Bank
Pennsylvania
$2.69M +$7.95K +61 +0.3%
WIM
1745
WealthPlan Investment Management
Nebraska
$2.69M -$3.74M -28,713 -58%
NAMP
1746
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.68M -$50.8K -390 -2%
MA
1747
MCF Advisors
Kentucky
$2.68M -$86.1K -661 -3%
BEI
1748
Benjamin Edwards Inc
Missouri
$2.68M +$328K +2,518 +14%
RIA
1749
Regal Investment Advisors
Michigan
$2.68M -$974K -7,478 -27%
AWS
1750
AJ Wealth Strategies
New York
$2.68M -$5.84M -44,809 -69%
68 69
70
71 72