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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 %
IC
2176
Inscription Capital
Texas
$1.48M +$301K +2,313 +26%
PIMG
2177
Patriot Investment Management Group
Tennessee
$1.47M +$5.08K +39 +0.3%
JSW
2178
Journey Strategic Wealth
New Jersey
$1.47M -$109K -833 -7%
CPRC
2179
Consolidated Portfolio Review Corp
New York
$1.47M +$1.47M +11,284 New
AFC
2180
AFT Forsyth & Company
Florida
$1.47M -$17.5K -134 -1%
OCPWS
2181
One Charles Private Wealth Services
Massachusetts
$1.47M +$7.95K +61 +0.5%
FMP
2182
Financial Management Professionals
Texas
$1.47M +$118K +907 +9%
PEA
2183
Park Edge Advisors
Ohio
$1.47M +$151K +1,156 +11%
SIC
2184
Samalin Investment Counsel
New York
$1.47M +$1.56K +12 +0.1%
BA
2185
Birinyi Associates
Connecticut
$1.47M -$130K -1,000 -8%
PCM
2186
Princeton Capital Management
New Jersey
$1.47M +$12.5K +96 +0.9%
HBW
2187
Hazlett, Burt & Watson
West Virginia
$1.47M +$36.5K +280 +3%
FSG
2188
Financial Strategies Group
Michigan
$1.46M +$141K +1,081 +11%
MHIC
2189
Marble Harbor Investment Counsel
Massachusetts
$1.46M +$52.1K +400 +4%
NPF
2190
Norris Perne & French
Michigan
$1.45M +$12.4K +95 +0.9%
PCMF
2191
Private Capital Management (Florida)
Florida
$1.45M +$1.45M +11,137 New
CAM
2192
Cacti Asset Management
Georgia
$1.45M – – –
TI
2193
Truepoint Inc
Ohio
$1.45M +$42.1K +323 +3%
VFPI
2194
Vantage Financial Partners (Illinois)
Illinois
$1.44M -$13K -100 -0.9%
CAM
2195
Costello Asset Management
Pennsylvania
$1.44M -$86.9K -667 -6%
CW
2196
Channel Wealth
California
$1.44M +$1.44M +11,066 New
BWM
2197
BlackDiamond Wealth Management
New York
$1.44M +$9.77K +71 +0.7%
SFM
2198
Signet Financial Management
New Jersey
$1.44M +$3K +23 +0.2%
ICM
2199
IMS Capital Management
Oregon
$1.44M +$6.78K +52 +0.5%
OCM
2200
Orion Capital Management
California
$1.44M -$64.8K -497 -4%
86 87
88
89 90