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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 %
PFWA
2151
Paces Ferry Wealth Advisors
Georgia
$1.54M +$34.8K +267 +2%
LMKC
2152
L.M. Kohn & Company
Ohio
$1.53M +$30.8K +236 +2%
MPCG
2153
Matrix Private Capital Group
New York
$1.53M -$185K -1,418 -11%
WCM
2154
Windsor Capital Management
Arizona
$1.53M -$16.5K -127 -1%
WCBA
2155
Weaver C. Barksdale & Associates
Tennessee
$1.53M -$76.2K -585 -5%
EWS
2156
Evergreen Wealth Solutions
Pennsylvania
$1.53M -$66.3K -509 -4%
4WM
2157
44 Wealth Management
Oregon
$1.52M -$147K -1,130 -9%
MCM
2158
Mainstay Capital Management
Michigan
$1.51M -$2.61K -20 -0.2%
SJIM
2159
St. Johns Investment Management
Florida
$1.51M -$2.35K -18 -0.2%
FRA
2160
Front Row Advisors
California
$1.51M -$1.3K -10 -0.1%
AIM
2161
ARGA Investment Management
Connecticut
$1.51M +$161K +1,232 +12%
CWA
2162
Canvas Wealth Advisors
Kansas
$1.51M -$710K -5,179 -32%
OHWA
2163
Oak Hill Wealth Advisors
Virginia
$1.51M -$38.7K -297 -3%
TCB
2164
Texas Capital Bancshares
Texas
$1.5M +$4.95K +38 +0.3%
GWCM
2165
Godshalk Welsh Capital Management
Pennsylvania
$1.5M -$6.52K -50 -0.4%
CBT
2166
CoreFirst Bank & Trust
Kansas
$1.5M -$71.4K -548 -5%
WG
2167
Winton Group
United Kingdom
$1.5M -$336K -2,578 -18%
FPCP
2168
Fort Point Capital Partners
California
$1.5M +$17.3K +133 +1%
CIM
2169
Caldwell Investment Management
Ontario, Canada
$1.49M – – –
SPWM
2170
Schrum Private Wealth Management
Florida
$1.49M -$4.56K -35 -0.3%
PIP
2171
Peachtree Investment Partners
Florida
$1.49M -$901K -6,916 -38%
CBA
2172
Coastal Bridge Advisors
Connecticut
$1.49M +$13.2K +101 +0.9%
OL
2173
Optas LLC
Texas
$1.48M -$3.91K -30 -0.3%
HCM
2174
Highview Capital Management
Illinois
$1.48M +$422K +3,238 +40%
MW
2175
MBL Wealth
North Carolina
$1.48M +$20.9K +160 +1%
85 86
87
88 89