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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 %
PH
2026
Pinnacle Holdings
Oklahoma
$1.83M +$17.3K +133 +1%
DA
2027
Dover Advisors
Virginia
$1.83M +$401K +3,077 +28%
RZH
2028
Relyea Zuckerberg Hanson
Connecticut
$1.83M +$462K +3,545 +34%
KA
2029
Klingman & Associates
New York
$1.83M +$5.21K +40 +0.3%
PWAM
2030
Pinnacle West Asset Management
Wyoming
$1.82M +$1.82M +14,000 New
NW
2031
Naviter Wealth
Arkansas
$1.82M -$253K -1,944 -12%
WCM
2032
Washington Capital Management
Washington
$1.82M -$35.2K -270 -2%
SFG
2033
Steward Financial Group
Texas
$1.81M +$53.7K +412 +3%
VCM
2034
Violich Capital Management
California
$1.81M -$10.4K -80 -0.6%
BFA
2035
Brendel Financial Advisors
New Hampshire
$1.81M -$14.7K -113 -0.8%
CIM
2036
CIM Investment Management
Pennsylvania
$1.8M +$86.8K +666 +5%
TLCM
2037
Twin Lakes Capital Management
California
$1.8M +$6.13K +47 +0.3%
RA
2038
Rockingstone Advisors
Massachusetts
$1.8M +$42.9K +329 +2%
CIC
2039
Chilton Investment Company
Connecticut
$1.8M +$46.7K +358 +3%
CHJWM
2040
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.8M -$75.6K -554 -4%
BWA
2041
Blodgett Wealth Advisors
California
$1.8M -$19.3K -148 -1%
SG
2042
Stonnington Group
California
$1.79M -$142K -1,100 -7%
KIC
2043
Kensington Investment Counsel
California
$1.79M +$142K +1,088 +9%
DFA
2044
Delta Financial Advisors
Louisiana
$1.79M -$8.73K -67 -0.5%
EP
2045
Edgestream Partners
New Jersey
$1.78M +$1.78M +13,688 New
CAS
2046
Coppell Advisory Solutions
Texas
$1.78M -$634K -4,914 -26%
CASC
2047
Coppell Advisory Solutions Corp
Texas
$1.78M -$634K -4,914 -26%
TWI
2048
Thomas White International
Illinois
$1.78M +$26.2K +201 +1%
SIA
2049
Strategic Investment Advisors
Michigan
$1.78M +$143K +1,099 +9%
WA
2050
WBH Advisory
Maryland
$1.77M +$1.77M +13,615 New
80 81
82
83 84