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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 %
GFP
1976
Gryphon Financial Partners
Ohio
$1.96M -$33.2K -255 -2%
SWM
1977
Segment Wealth Management
Texas
$1.96M -$8.89M -68,249 -82%
SN
1978
Sittner & Nelson
Oregon
$1.96M -$152K -1,165 -7%
EWM
1979
Empirical Wealth Management
Washington
$1.96M -$92.4K -709 -4%
CG
1980
Carmignac Gestion
France
$1.95M – – –
MTIC
1981
Missouri Trust & Investment Company
Missouri
$1.95M -$43.4K -333 -2%
FCB
1982
First County Bank
Connecticut
$1.95M -$203K -1,555 -9%
VA
1983
Verdad Advisers
Massachusetts
$1.95M +$1.95M +14,967 New
BLC
1984
Brown, Lisle/Cummings
Rhode Island
$1.95M +$5.86K +45 +0.3%
SEEDPG
1985
S.E.E.D. Planning Group
New York
$1.95M -$199K -1,526 -9%
OFA
1986
Oak Family Advisors
Illinois
$1.95M -$145K -1,112 -7%
GAM
1987
Grandview Asset Management
Pennsylvania
$1.94M +$3.13K +24 +0.2%
LIA
1988
LS Investment Advisors
Michigan
$1.94M +$521 +4 +0%
TNA
1989
True North Advisors
Texas
$1.93M -$17.3K -133 -0.9%
HNWAG
1990
High Net Worth Advisory Group
Florida
$1.93M -$99.6K -764 -5%
GI
1991
GS Investments
Minnesota
$1.93M +$9.12K +70 +0.5%
ACMA
1992
Arbor Capital Management (Alaska)
Alaska
$1.93M +$85.3K +667 +5%
ATFA
1993
All Terrain Financial Advisors
Minnesota
$1.92M -$114K -878 -6%
DTC
1994
Davidson Trust Company
Washington
$1.92M +$32.4K +249 +2%
SXL
1995
Summit X LLC
Missouri
$1.91M -$16.2K -124 -0.8%
FFA
1996
Fragasso Financial Advisors
Pennsylvania
$1.91M -$19.5K -150 -1%
HCCM
1997
Hudson Canyon Capital Management
New York
$1.91M -$11.2K -86 -0.6%
WA
1998
Wambolt & Associates
Colorado
$1.91M +$2.34K +18 +0.1%
BBP
1999
Banco BTG Pactual
Brazil
$1.9M +$1.9M +14,200 New
FFG
2000
Fortem Financial Group
California
$1.9M +$71.4K +548 +4%
78 79
80
81 82