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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 %
ACM
1876
Aquatic Capital Management
Illinois
$2.31M +$2.31M +17,700 New
AWM
1877
Aries Wealth Management
Maine
$2.3M -$1.17K -9 -0.1%
NB
1878
Nicolet Bankshares
Wisconsin
$2.3M +$31K +355 +1%
EFG
1879
Everhart Financial Group
Ohio
$2.29M +$189K +1,447 +9%
LFM
1880
LGT Fund Management
Liechtenstein
$2.29M +$1.95M +15,000 +588%
FBT
1881
First Bankers Trust
Kentucky
$2.29M -$40.4K -310 -2%
LIM
1882
Loudon Investment Management
New Hampshire
$2.29M – – –
MIM
1883
Moseley Investment Management
Florida
$2.28M +$86.1K +661 +4%
FPIS
1884
Financial Planning & Information Services
Wisconsin
$2.27M -$52.1K -400 -2%
HWA
1885
Heritage Wealth Advisors
Virginia
$2.27M -$27K -207 -1%
LAIC
1886
Lederer & Associates Investment Counsel
California
$2.27M -$31.3K -240 -1%
IF
1887
Intrua Financial
Texas
$2.26M +$872K +6,505 +63%
AWA
1888
Amplius Wealth Advisors
Pennsylvania
$2.26M +$11.9K +91 +0.5%
SSA
1889
Schonfeld Strategic Advisors
New York
$2.25M -$9.17M -70,404 -80%
RMAM
1890
Raab & Moskowitz Asset Management
New Jersey
$2.25M +$12.2K +94 +0.5%
BFA
1891
Beaumont Financial Advisors
Massachusetts
$2.25M -$80.5K -618 -3%
PPC
1892
Park Place Capital
Alabama
$2.24M -$581K -4,458 -21%
SDWIA
1893
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.24M -$4.43K -34 -0.2%
RSA
1894
River Street Advisors
Illinois
$2.24M +$32.8K +252 +1%
FANJ
1895
Financial Architects (New Jersey)
New Jersey
$2.23M -$517K -3,969 -19%
BSA
1896
Bull Street Advisors
Georgia
$2.23M +$2.87K +22 +0.1%
ATWA
1897
Arbor Trust Wealth Advisors
Michigan
$2.23M – – –
PWA
1898
Providence Wealth Advisors
Illinois
$2.22M -$42.4K -300 -2%
PWPS
1899
Pinnacle Wealth Planning Services
Ohio
$2.22M +$122K +936 +6%
MC
1900
Martin & Co
Tennessee
$2.21M -$52.5K -403 -2%
74 75
76
77 78