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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 %
T
1851
TCWP
Ohio
$2.39M -$431K -3,305 -15%
RTC
1852
Riverview Trust Company
Washington
$2.38M -$2.35K -18 -0.1%
PI
1853
PFG Investments
New York
$2.38M +$2.38M +18,279 New
IAS
1854
Investment Advisory Services
Texas
$2.38M +$51.5K +395 +2%
GPA
1855
Guerra Pan Advisors
New Jersey
$2.37M -$16.9K -130 -0.7%
CA
1856
Continental Advisors
Utah
$2.36M +$391K +3,000 +20%
KF
1857
Krilogy Financial
Missouri
$2.36M -$50.3K -386 -2%
TPWM
1858
Twelve Points Wealth Management
Massachusetts
$2.36M +$46.7K +358 +2%
CI
1859
CX Institutional
Indiana
$2.35M +$442K +3,394 +23%
TP
1860
Tranquility Partners
Tennessee
$2.35M +$110K +845 +5%
WA
1861
WP Advisors
California
$2.35M -$81.3K -624 -3%
MCA
1862
Magnolia Capital Advisors
Mississippi
$2.35M +$94.3K +724 +4%
AMIM
1863
Aull & Monroe Investment Management
Alabama
$2.35M -$39.1K -300 -2%
FFS
1864
Founders Financial Securities
Maryland
$2.34M +$147K +1,127 +7%
SMC
1865
Smith, Moore & Co
Missouri
$2.34M -$12K -92 -0.5%
PP
1866
Pegasus Partners
Wisconsin
$2.34M +$44.6K +342 +2%
QC
1867
Quadrature Capital
United Kingdom
$2.34M -$889K -6,830 -28%
HFBOT
1868
Home Federal Bank of Tennessee
Tennessee
$2.34M -$44.4K -341 -2%
GF
1869
Gries Financial
Ohio
$2.33M -$1.79M -13,761 -43%
EHC
1870
Everett Harris & Co
California
$2.33M -$7.43K -57 -0.3%
CBFP
1871
Cedar Brook Financial Partners
Ohio
$2.33M +$58.4K +448 +3%
OL
1872
Owen LaRue
Kentucky
$2.32M – – –
PMA
1873
Prudent Man Advisors
Illinois
$2.32M +$522K +4,008 +29%
PFBT
1874
Parkside Financial Bank & Trust
Missouri
$2.32M +$75.7K +581 +3%
SFG
1875
Snider Financial Group
Washington
$2.31M +$2.07M +15,876 +864%
73 74
75
76 77