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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 %
BBNA
1801
Bremer Bank National Association
Minnesota
$2.52M -$76K -583 -3%
OWP
1802
Obermeyer Wealth Partners
Colorado
$2.52M +$75.7K +581 +3%
JHCP
1803
Jackson Hole Capital Partners
Oklahoma
$2.51M +$1.06M +8,127 +73%
GEA
1804
Glen Eagle Advisors
New Jersey
$2.51M -$322K -2,470 -11%
ZIG
1805
Zullo Investment Group
Pennsylvania
$2.51M +$79.4K +609 +3%
CA
1806
Corrado Advisors
New Jersey
$2.51M +$7.04K +54 +0.3%
HIC
1807
Harvey Investment Company
Kentucky
$2.51M -$23.5K -180 -0.9%
SWMP
1808
Signature Wealth Management Partners
New Jersey
$2.51M -$278K -2,136 -10%
CCM
1809
Condor Capital Management
New Jersey
$2.51M -$47.6K -365 -2%
TCM
1810
Tandem Capital Management
New Jersey
$2.5M -$30.2K -232 -1%
SC
1811
Sawyer & Company
Massachusetts
$2.5M -$26.1K -204 -1%
PVI
1812
Pine Valley Investments
New Jersey
$2.49M +$2.49M +24,769 New
SLT
1813
St Louis Trust
Missouri
$2.48M – – –
AWM
1814
Affinity Wealth Management
Delaware
$2.48M +$115K +885 +5%
KFI
1815
Key Financial Inc
Pennsylvania
$2.48M -$61.2K -470 -2%
LOIM
1816
Liberty One Investment Management
Illinois
$2.47M +$217K +1,665 +10%
GWM
1817
Graybill Wealth Management
Illinois
$2.47M -$10.7K -82 -0.4%
WPC
1818
White Pine Capital
Minnesota
$2.47M +$31.7K +243 +1%
BIP
1819
Blueprint Investment Partners
North Carolina
$2.47M -$446K -3,425 -15%
MIM
1820
Miller Investment Management
Pennsylvania
$2.47M – – –
BC
1821
Bowman & Company
Wisconsin
$2.46M +$182K +1,396 +8%
NPP
1822
New Potomac Partners
Maryland
$2.46M -$33.8K -259 -1%
FMB
1823
Field & Main Bank
Kentucky
$2.46M +$30.8K +236 +1%
TFA
1824
Trinity Financial Advisors
Ohio
$2.46M -$180K -1,385 -7%
GCP
1825
GSA Capital Partners
United Kingdom
$2.45M +$2.45M +18,790 New
71 72
73
74 75