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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 %
LIM
1951
Longfellow Investment Management
Massachusetts
$2.05M -$355K -2,726 -15%
LAM
1952
L2 Asset Management
Massachusetts
$2.05M +$1.18M +9,073 +137%
REMPR
1953
Roof Eidam Maycock Peralta (REMP)
California
$2.04M +$75.7K +581 +4%
JWM
1954
Jessup Wealth Management
Ohio
$2.04M +$93.2K +715 +5%
JWM
1955
Jeppson Wealth Management
California
$2.04M -$33.4K -256 -2%
FCAG
1956
First Capital Advisors Group
New Jersey
$2.04M -$33.2K -255 -2%
BCM
1957
Birmingham Capital Management
Alabama
$2.02M +$14.3K +110 +0.7%
FWM
1958
Finer Wealth Management
Massachusetts
$2.02M +$232K +1,777 +13%
WCM
1959
WealthBridge Capital Management
Ohio
$2.02M -$15.8K -121 -0.8%
WWM
1960
Wolff Wiese Magana
California
$2.02M +$19K +146 +1%
PFM
1961
Phillips Financial Management
Indiana
$2.01M +$7.82K +60 +0.4%
SWA
1962
SFMG Wealth Advisors
Texas
$2.01M -$32.6K -250 -2%
CA
1963
Cornerstone Advisory
Maryland
$2.01M -$137K -1,052 -6%
RF
1964
Rollins Financial
Georgia
$2.01M -$5.21K -40 -0.3%
EWA
1965
Etesian Wealth Advisors
Oregon
$2.01M -$20.7K -159 -1%
FPAS
1966
Focus Partners Advisor Solutions
Missouri
$2.01M -$336K -2,576 -14%
BCFD
1967
Boit C.F. David
$2M – – –
CCG
1968
Chatham Capital Group
Georgia
$2M +$19.5K +150 +1%
CG
1969
Corundum Group
Colorado
$1.99M +$314K +2,409 +19%
GC
1970
Guardian Capital
Ontario, Canada
$1.99M – – –
MWM
1971
Marion Wealth Management
Pennsylvania
$1.99M +$116K +892 +6%
IWP
1972
Icon Wealth Partners
Texas
$1.98M +$1.98M +15,188 New
OIA
1973
Optimum Investment Advisors
Illinois
$1.98M -$163K -1,250 -8%
RWS
1974
Resolute Wealth Strategies
Mississippi
$1.97M +$1.97M +15,154 New
LWM
1975
Lodestone Wealth Management
Washington
$1.97M -$13.1K -134 -0.7%
77 78
79
80 81