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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 %
AO
2001
Advisor OS
Illinois
$1.9M +$104K +799 +6%
FFM
2002
FengHe Fund Management
Singapore
$1.9M +$1.9M +14,600 New
PWMG
2003
Prestige Wealth Management Group
New Jersey
$1.89M +$4.56K +35 +0.2%
MLA
2004
MB, Levis & Associates
Pennsylvania
$1.89M +$29.7K +228 +2%
HA
2005
Hamel Associates
New Jersey
$1.89M – – –
SWA
2006
Sutton Wealth Advisors
Florida
$1.88M -$1.54M -11,841 -45%
WHC
2007
Wulff, Hansen & Co
California
$1.88M -$30K -230 -2%
NME
2008
Notis-McConarty Edward
$1.88M -$13K -100 -0.7%
BFW
2009
Brady Family Wealth
Missouri
$1.87M +$3.13K +24 +0.2%
PGWM
2010
Parisi Gray Wealth Management
New Jersey
$1.87M -$1.4M -10,711 -43%
CPSC
2011
Carl P. Sherr & Co
Massachusetts
$1.87M +$187K +1,432 +11%
NF
2012
Nvest Financial
New Hampshire
$1.87M +$93.7K +719 +5%
ETH
2013
Exos TFP Holdings
New York
$1.87M +$977K +7,494 +110%
MSFS
2014
Main Street Financial Solutions
Pennsylvania
$1.87M +$16.4K +126 +0.9%
CIM
2015
Chapman Investment Management
California
$1.86M -$19K -146 -1%
CPWA
2016
Cerro Pacific Wealth Advisors
California
$1.86M +$391K +3,002 +27%
DI
2017
DAGCO Inc
Ohio
$1.86M -$35.3K -271 -2%
NCM
2018
Next Capital Management
New York
$1.86M -$16.9K -130 -0.9%
CB
2019
Centennial Bank
Arkansas
$1.85M -$88.7K -681 -5%
LA
2020
Lindenwold Advisors
Pennsylvania
$1.85M +$39.6K +304 +2%
SFG
2021
Summit Financial Group
West Virginia
$1.85M -$13.7K -105 -0.7%
FGI
2022
Foresight Global Investors
New York
$1.84M +$1.84M +14,132 New
RL
2023
Ruffer LLP
United Kingdom
$1.84M -$1.4M -10,744 -43%
BFA
2024
Benedict Financial Advisors
Georgia
$1.84M +$48.1K +369 +3%
VCM
2025
Virtue Capital Management
Tennessee
$1.84M +$28.7K +212 +2%
79 80
81
82 83