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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 %
AIM
1826
Acropolis Investment Management
Missouri
$2.45M +$37.3K +286 +2%
WPC
1827
Wedmont Private Capital
Pennsylvania
$2.45M +$202K +1,577 +9%
IWA
1828
Intercontinental Wealth Advisors
Texas
$2.45M +$1.17K +9 +0%
JE
1829
JMAC Enterprises
Pennsylvania
$2.45M +$548K +4,209 +29%
LFG
1830
Larson Financial Group
Missouri
$2.44M -$3.13K -24 -0.1%
HIC
1831
Holderness Investments Company
North Carolina
$2.44M +$17.1K +131 +0.7%
NL
1832
NWAM LLC
Washington
$2.44M -$870K -6,676 -26%
LI
1833
Lafayette Investments
Maryland
$2.44M -$1.73M -13,265 -41%
IIC
1834
Integrated Investment Consultants
Michigan
$2.43M -$19.2K -147 -0.8%
SIA
1835
Sage Investment Advisers
New York
$2.43M -$58.4K -448 -2%
FCCM
1836
First City Capital Management
Georgia
$2.43M -$147K -1,060 -6%
HGCK
1837
HPC Germany & Co KG
Germany
$2.42M – – –
RWM
1838
RKL Wealth Management
Pennsylvania
$2.42M +$1.96K +15 +0.1%
SW
1839
StrongBox Wealth
Missouri
$2.42M +$64.5K +495 +3%
SAM
1840
Sawgrass Asset Management
Florida
$2.42M -$21.5K -165 -0.9%
EA
1841
Eclectic Associates
California
$2.41M -$45K -345 -2%
FCFC
1842
First Commonwealth Financial Corp
Pennsylvania
$2.41M -$51.2K -393 -2%
1WA
1843
180 Wealth Advisors
Washington
$2.41M +$10.8K +83 +0.5%
CCG
1844
Ceeto Capital Group
Florida
$2.41M +$31.5K +242 +1%
CPA
1845
Court Place Advisors
Maryland
$2.41M -$92.5K -710 -4%
RIA
1846
Realta Investment Advisors
Delaware
$2.4M -$82.4K -632 -3%
AIM
1847
Aspen Investment Management
Michigan
$2.4M +$119K +913 +5%
MCA
1848
MSH Capital Advisors
Arizona
$2.4M +$50.8K +390 +2%
CFA
1849
Compass Financial Advisors
Indiana
$2.4M -$10.7K -82 -0.4%
EFSCE
1850
Enterprise Financial Services Corp (EFSC)
Missouri
$2.39M -$249K -1,914 -9%
72 73
74
75 76