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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 %
Kayne Anderson Rudnick Investment Management
2201
Kayne Anderson Rudnick Investment Management
California
$1.43M -$13.4K -103 -0.9%
CWP
2202
Concord Wealth Partners
Virginia
$1.43M +$351K +2,696 +32%
IWM
2203
Iams Wealth Management
Nebraska
$1.43M +$454K +3,518 +46%
MUAMU
2204
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.43M +$261K +2,000 +22%
SAM
2205
Sabadell Asset Management
Spain
$1.43M -$5.14M -40,266 -78%
SCG
2206
Sonata Capital Group
Washington
$1.43M +$58.6K +450 +4%
LCAM
2207
London & Capital Asset Management
United Kingdom
$1.43M -$487K -3,736 -25%
FNBOSM
2208
First National Bank of South Miami
Florida
$1.43M -$39.6K -304 -3%
AC
2209
Avestar Capital
New York
$1.43M -$97.3K -747 -6%
IDBONY
2210
Israel Discount Bank of New York
New York
$1.43M -$86K -660 -6%
JFA
2211
JNBA Financial Advisors
Minnesota
$1.43M +$11.5K +88 +0.8%
WA
2212
Wealth Architects
California
$1.42M -$5.6K -43 -0.4%
AWA
2213
Aaron Wealth Advisors
Illinois
$1.42M -$12.1K -93 -0.8%
CFG
2214
CKW Financial Group
Hawaii
$1.42M – – –
PMFA
2215
Plante Moran Financial Advisors
Michigan
$1.42M +$51.5K +395 +4%
CASB
2216
Cape Ann Savings Bank
Massachusetts
$1.42M +$36.6K +281 +3%
FRM
2217
Fox Run Management
Connecticut
$1.41M +$1.41M +10,826 New
CW
2218
CIC Wealth
Maryland
$1.41M -$7.43K -57 -0.5%
FFC
2219
First Financial Corp
Indiana
$1.41M -$40.3K -309 -3%
ACM
2220
Allred Capital Management
Texas
$1.41M +$124K +949 +10%
TIA
2221
Trust Investment Advisors
Indiana
$1.41M -$32.3K -248 -2%
TWM
2222
Tradition Wealth Management
Minnesota
$1.41M +$164K +1,258 +13%
FAM
2223
Formidable Asset Management
Ohio
$1.41M -$34.8K -267 -2%
SWK
2224
Stephen W. Kidder
$1.4M – – –
GWA
2225
GGM Wealth Advisors
Maryland
$1.4M +$6.25K +48 +0.4%
87 88
89
90 91