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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 %
TIA
2126
Traphagen Investment Advisors
New Jersey
$1.57M +$24.2K +186 +2%
JGCM
2127
Joseph Group Capital Management
Ohio
$1.57M -$117K -899 -7%
AA
2128
Altman Advisors
Illinois
$1.57M -$389K -3,640 -20%
PBO
2129
Peoples Bank (Ohio)
Ohio
$1.56M -$84.1K -645 -5%
UM
2130
Ulysses Management
New York
$1.56M +$665K +5,100 +74%
Two Sigma Investments
2131
Two Sigma Investments
New York
$1.56M +$1.56M +12,000 New
CAIMH
2132
Central Asset Investments & Management Holdings
Hong Kong
$1.56M +$1.56M +12,000 New
EWM
2133
Evergreen Wealth Management
Michigan
$1.56M +$23.5K +180 +2%
AWA
2134
Acorn Wealth Advisors
Michigan
$1.56M -$20.5K -157 -1%
BI
2135
Ballast Inc
Kentucky
$1.56M -$15.2K -117 -1%
AC
2136
Aldebaran Capital
Indiana
$1.55M – – –
MCM
2137
McMillion Capital Management
North Carolina
$1.55M -$199K -1,526 -11%
SWRP
2138
Summit Wealth & Retirement Planning
California
$1.55M -$295K -2,262 -16%
BWP
2139
BSW Wealth Partners
Colorado
$1.55M -$24.5K -188 -2%
KMWM
2140
Keudell/Morrison Wealth Management
Oregon
$1.55M -$276K -2,116 -15%
MCAI
2141
Members Capital Advisors Inc
Wisconsin
$1.55M – – –
LSA
2142
Lion Street Advisors
Texas
$1.55M +$298K +2,287 +24%
TFP
2143
Tilia Fiduciary Partners
North Carolina
$1.55M -$215K -1,652 -12%
BIA
2144
BHK Investment Advisors
Alabama
$1.55M +$110K +844 +8%
AGC
2145
Aspen Grove Capital
Colorado
$1.54M +$6.65K +51 +0.4%
WWM
2146
WT Wealth Management
Arizona
$1.54M -$488K -3,747 -24%
HFG
2147
Heron Financial Group
New York
$1.54M +$42.5K +326 +3%
PWMG
2148
Pinnacle Wealth Management Group
Michigan
$1.54M -$131K -1,005 -8%
MIP
2149
Marietta Investment Partners
Wisconsin
$1.54M -$6.26K -48 -0.4%
TC
2150
Taika Capital
Florida
$1.54M +$1.54M +11,800 New
84 85
86
87 88