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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 %
WCM
1926
Weik Capital Management
Pennsylvania
$2.13M -$11.1K -85 -0.5%
EBWM
1927
Eagle Bluffs Wealth Management
Missouri
$2.13M +$298K +2,285 +16%
HDIM
1928
Hanson & Doremus Investment Management
Vermont
$2.13M -$718K -5,511 -25%
SGC
1929
Slocum, Gordon & Co
Rhode Island
$2.13M – – –
IW
1930
Imprint Wealth
South Carolina
$2.13M +$2.13M +15,949 New
WMA
1931
West Michigan Advisors
Michigan
$2.12M +$530K +4,065 +33%
FBT
1932
First Bank & Trust
South Dakota
$2.12M -$507K -3,887 -19%
IAS
1933
Insigneo Advisory Services
Florida
$2.11M -$984K -7,566 -32%
BOCM
1934
Bontempo Ohly Capital Management
Maryland
$2.1M +$2.1M +16,115 New
SIA
1935
SkyView Investment Advisors
New Jersey
$2.1M -$24.5K -188 -1%
WPW
1936
Warther Private Wealth
Ohio
$2.1M -$256K -1,968 -11%
SCM
1937
Spreng Capital Management
Ohio
$2.09M -$114K -874 -5%
RHP
1938
Royal Harbor Partners
Texas
$2.09M -$303K -2,328 -13%
GCWM
1939
Graham Capital Wealth Management
District of Columbia
$2.09M -$119K -91 -5%
WA
1940
Wealth Alliance
New York
$2.09M -$676K -5,184 -24%
MCCP
1941
Mission Creek Capital Partners
California
$2.09M -$39.2K -301 -2%
GCC
1942
Game Creek Capital
Massachusetts
$2.08M -$81.4K -625 -4%
TWA
1943
TCI Wealth Advisors
Arizona
$2.08M +$162K +1,244 +8%
TC
1944
Trust Company
Kansas
$2.08M +$2.48K +19 +0.1%
GG
1945
Gleason Group
Kentucky
$2.07M +$21.9K +168 +1%
DAM
1946
Delta Asset Management
Tennessee
$2.06M -$68.5K -526 -3%
DA
1947
Dillon & Associates
Michigan
$2.06M -$290K -2,231 -12%
VFA
1948
Voya Financial Advisors
Connecticut
$2.06M -$461K -3,581 -18%
CPIA
1949
Cornell Pochily Investment Advisors
New York
$2.05M -$25.1K -193 -1%
AWM
1950
Aberdeen Wealth Management
Illinois
$2.05M – – –
76 77
78
79 80