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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 %
6F
2076
626 Financial
Michigan
$1.71M -$53.9K -414 -3%
AFS
2077
Aft Forsyth & Sober
Florida
$1.71M -$45.6K -350 -3%
AGA
2078
Accuvest Global Advisors
Utah
$1.7M -$1.11M -8,515 -39%
WI
2079
WrapManager Inc
California
$1.7M -$598K -4,592 -26%
GSC
2080
G&S Capital
Colorado
$1.69M +$1.47M +11,269 +662%
BCA
2081
Bay Colony Advisors
Massachusetts
$1.69M -$331K -2,570 -16%
TRIA
2082
Trail Ridge Investment Advisors
Colorado
$1.69M -$1.56K -12 -0.1%
EG
2083
Ellerson Group
Maryland
$1.69M -$66.5K -510 -4%
SMH
2084
Sanders Morris Harris
Texas
$1.68M -$945K -7,254 -36%
CWM
2085
Chesapeake Wealth Management
Virginia
$1.68M -$15.5K -119 -0.9%
RCA
2086
Ranch Capital Advisors
Florida
$1.68M +$58.1K +446 +4%
LWMM
2087
Legacy Wealth Management (Mississippi)
Mississippi
$1.67M – – –
TWP
2088
Tempus Wealth Planning
California
$1.67M -$196K -1,502 -10%
EWM
2089
Elmwood Wealth Management
California
$1.67M +$18.9K +145 +1%
FFA
2090
Farther Finance Advisors
California
$1.66M +$939K +7,206 +129%
WEG
2091
World Equity Group
Illinois
$1.66M +$958K +22,872 +136%
WCA
2092
Waratah Capital Advisors
Ontario, Canada
$1.66M +$1.66M +12,737 New
TAM
2093
Trillium Asset Management
Massachusetts
$1.66M -$490K -3,544 -23%
WAAG
2094
Wealth Alliance Advisory Group
Kansas
$1.65M -$71.4K -548 -4%
FCA
2095
FinTrust Capital Advisors
South Carolina
$1.65M – – –
ADBIC
2096
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$272K -2,085 -14%
I
2097
INVST
Indiana
$1.65M +$35.5K +259 +2%
GWM
2098
Greenwich Wealth Management
Connecticut
$1.65M +$21.4K +164 +1%
BST
2099
Bath Savings Trust
Maine
$1.65M +$23.6K +181 +1%
FP
2100
Fiduciary Planning
Florida
$1.64M +$13K +100 +0.8%
82 83
84
85 86