JPM icon

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 %
IIL
2101
Insight Inv LLC
California
$1.64M -$112K -860 -6%
MA
2102
MJP Associates
Connecticut
$1.63M +$70K +537 +4%
AF
2103
Aldebaran Financial
$1.63M -$625K -4,800 -28%
AR
2104
Advisory Research
Illinois
$1.62M – – –
KLWA
2105
Kelly Lawrence W & Associates
California
$1.62M -$5.21K -40 -0.3%
VIM
2106
Vista Investment Management
Pennsylvania
$1.62M +$94.3K +724 +6%
OIM
2107
Oder Investment Management
California
$1.61M -$142K -1,088 -8%
MAM
2108
Mastrapasqua Asset Management
Tennessee
$1.61M +$63.9K +490 +4%
MTC
2109
Matrix Trust Company
Colorado
$1.61M +$586K +4,495 +57%
CCM
2110
Compton Capital Management
Rhode Island
$1.61M -$3.7M -28,413 -70%
CRWM
2111
Castle Rock Wealth Management
California
$1.6M -$48.3K -354 -3%
BFO
2112
Biltmore Family Office
North Carolina
$1.6M -$289K -2,216 -15%
RBFC
2113
Roman Butler Fullerton & Co
Missouri
$1.6M +$6.75K +49 +0.4%
CGA
2114
Crescent Grove Advisors
Illinois
$1.6M +$217K +1,669 +16%
AC
2115
ASB Consultores
Florida
$1.59M +$362K +2,779 +29%
JDR
2116
Jay D. Rosenbaum
$1.59M +$43.9K +337 +3%
MA
2117
MBA Advisors
Pennsylvania
$1.59M +$4.56K +35 +0.3%
PCP
2118
Proficio Capital Partners
Massachusetts
$1.59M +$105K +802 +7%
HCM
2119
HMS Capital Management
Tennessee
$1.59M +$281K +2,158 +22%
WAM
2120
Weatherly Asset Management
California
$1.58M -$65.4K -502 -4%
BB
2121
Bell Bank
North Dakota
$1.58M -$47.8K -367 -3%
NHC
2122
Nicholas Hoffman & Company
Georgia
$1.58M -$2.61K -20 -0.2%
FDS
2123
First Dallas Securities
Texas
$1.58M +$45.8K +351 +3%
FWP
2124
Falcon Wealth Planning
California
$1.58M – – –
SC
2125
Shay Capital
New York
$1.58M +$1.58M +12,100 New
83 84
85
86 87