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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 %
EFG
1901
Ethos Financial Group
Pennsylvania
$2.2M -$37.9K -291 -2%
WFAG
1902
Worth Financial Advisory Group
North Carolina
$2.2M +$76K +583 +4%
KTC
1903
Kistler-Tiffany Companies
Pennsylvania
$2.2M +$38.3K +294 +2%
BWM
1904
BCGM Wealth Management
Indiana
$2.19M -$119K -913 -5%
LWA
1905
Lineweaver Wealth Advisors
Ohio
$2.19M +$25.6K +196 +1%
AG
1906
AIA Group
Hong Kong
$2.18M -$1.23M -9,436 -36%
OAM
1907
Occidental Asset Management
California
$2.18M +$92.7K +711 +4%
EI
1908
Ethic Inc
New York
$2.18M -$141K -1,081 -6%
IFWM
1909
Institute for Wealth Management
Colorado
$2.18M +$40.5K +311 +2%
BMC
1910
Benin Management Corp
Connecticut
$2.18M +$6.78K +52 +0.3%
CA
1911
CGN Advisors
Kansas
$2.18M +$231K +1,776 +12%
BCM
1912
Boltwood Capital Management
California
$2.17M +$24.4K +187 +1%
CFFP
1913
Center for Financial Planning
Michigan
$2.17M -$71.4K -548 -3%
MG
1914
Mather Group
Illinois
$2.17M -$196K -1,505 -8%
AP
1915
Adero Partners
California
$2.16M +$1.75M +13,465 +432%
BWM
1916
BigSur Wealth Management
Florida
$2.16M +$846K +6,490 +64%
MSE
1917
MUFG Securities EMEA
United Kingdom
$2.16M +$2.16M +16,544 New
AWC
1918
Abundance Wealth Counselors
Pennsylvania
$2.15M -$2.61K -20 -0.1%
3IP
1919
3Chopt Investment Partners
Virginia
$2.15M +$183K +1,402 +9%
GFG
1920
Goldstone Financial Group
Illinois
$2.15M +$2.15M +16,526 New
GWM
1921
GSB Wealth Management
Connecticut
$2.15M -$194K -1,488 -8%
AW
1922
Alaethes Wealth
Nevada
$2.15M +$151K +1,157 +8%
SIM
1923
Sentry Investment Management
Wisconsin
$2.14M -$756K -5,801 -26%
RDFA
1924
Ritter Daniher Financial Advisory
Ohio
$2.13M -$6.52K -50 -0.3%
IF
1925
Ironwood Financial
Arizona
$2.13M – – –
75 76
77
78 79