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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 %
LC
2051
LCNB Corp
Ohio
$1.77M – – –
MCM
2052
Manchester Capital Management
Vermont
$1.77M +$125K +962 +8%
LWP
2053
LMG Wealth Partners
Louisiana
$1.77M – – –
AI
2054
Accredited Investors
Minnesota
$1.77M -$11.2K -86 -0.6%
DLHL
2055
Donald L. Hagan LLC
Florida
$1.77M +$119K +915 +7%
KJWM
2056
Kiley Juergens Wealth Management
Washington
$1.77M +$45.7K +351 +3%
CIAS
2057
CFS Investment Advisory Services
New Jersey
$1.76M +$198K +1,518 +13%
VWM
2058
Venturi Wealth Management
Texas
$1.76M +$37.1K +285 +2%
FNA
2059
First National Advisers
Nebraska
$1.76M +$98K +752 +6%
Aristotle Capital Management
2060
Aristotle Capital Management
California
$1.75M -$41.3K -317 -2%
BAM
2061
Byrne Asset Management
New Jersey
$1.75M -$95.2K -731 -5%
HFP
2062
Holistic Financial Partners
Indiana
$1.74M +$187K +1,436 +12%
IWS
2063
Insight Wealth Strategies
California
$1.74M -$58.4K -448 -3%
VCP
2064
Verus Capital Partners
Arizona
$1.74M +$45.9K +352 +3%
PCM
2065
Pointe Capital Management
Michigan
$1.74M +$86.8K +666 +5%
SW
2066
SlateStone Wealth
Florida
$1.74M +$215K +1,650 +14%
MA
2067
MONECO Advisors
Connecticut
$1.73M +$263K +2,017 +18%
HCM
2068
Highlander Capital Management
New Jersey
$1.73M – – –
TAM
2069
Todd Asset Management
Kentucky
$1.73M – – –
HIC
2070
Hartline Investment Corp
Illinois
$1.73M +$54.1K +415 +3%
OC
2071
Oarsman Capital
Wisconsin
$1.72M -$182K -1,395 -10%
NCM
2072
Neumann Capital Management
California
$1.72M -$65.2K -500 -4%
DWM
2073
Drive Wealth Management
Utah
$1.72M +$12.6K +97 +0.7%
PHS
2074
Pekin Hardy Strauss
Illinois
$1.71M -$16.9K -130 -1%
PWM
2075
Palumbo Wealth Management
New York
$1.71M +$62.2K +477 +4%
81 82
83
84 85