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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 %
ODG
1776
O'Dell Group
Ohio
$2.61M -$73.9K -567 -3%
AIC
1777
Archer Investment Corporation
Indiana
$2.6M -$25.4K -195 -1%
ACS
1778
Archford Capital Strategies
Illinois
$2.59M +$372K +2,915 +17%
EHWM
1779
Eads & Heald Wealth Management
Georgia
$2.58M -$26.2K -201 -1%
WP
1780
WMS Partners
Maryland
$2.58M -$421K -3,228 -14%
CWM
1781
C2C Wealth Management
Arizona
$2.57M -$16.7K -130 -0.6%
PRS
1782
Pinkerton Retirement Specialists
Idaho
$2.57M +$49.3K +378 +2%
RFA
1783
Register Financial Advisors
Georgia
$2.57M +$316K +2,428 +14%
FUBT
1784
First United Bank & Trust
Maryland
$2.57M -$6.52K -50 -0.3%
CCM
1785
Cobalt Capital Management
New Jersey
$2.56M +$2.56M +19,638 New
CH
1786
Canton Hathaway
Rhode Island
$2.56M -$89.3K -685 -3%
GA
1787
Greytown Advisors
Florida
$2.56M -$311K -2,386 -11%
OAM
1788
Oak Asset Management
California
$2.55M -$16.2K -124 -0.6%
MAWCM
1789
Mine & Arao Wealth Creation & Management
California
$2.54M +$95.9K +736 +4%
PP
1790
Pacifica Partners
Canada
$2.54M -$152K -1,201 -6%
PFSC
1791
Peoples Financial Services Corp
Pennsylvania
$2.54M +$22.2K +170 +0.9%
PL
1792
Perpetual Ltd
Australia
$2.54M +$2.54M +19,471 New
APIM
1793
Agate Pass Investment Management
Washington
$2.54M +$84.7K +650 +3%
TIA
1794
Tiemann Investment Advisors
California
$2.53M -$147K -1,125 -5%
OHWP
1795
Oak Harbor Wealth Partners
North Carolina
$2.53M -$66.8K -513 -3%
SWM
1796
Sculati Wealth Management
Michigan
$2.53M +$188K +1,446 +8%
SQA
1797
Simon Quick Advisors
New Jersey
$2.53M +$582K +4,464 +30%
DC
1798
DeDora Capital
California
$2.53M -$11.3K -87 -0.4%
GIM
1799
Guardian Investment Management
California
$2.52M -$840K -5,605 -25%
HCM
1800
Huber Capital Management
California
$2.52M -$1.76M -13,511 -41%
70 71
72
73 74