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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 %
VF
2226
Vest Financial
Virginia
$1.4M +$1.02M +7,794 +266%
SA
2227
SRN Advisors
Pennsylvania
$1.4M -$302K -2,343 -18%
ACL
2228
Applied Capital LLC
Florida
$1.4M -$32.6K -250 -2%
RIM
2229
RW Investment Management
Idaho
$1.39M -$17.9K -137 -1%
WP
2230
Westmount Partners
California
$1.39M +$197K +1,509 +17%
SIG
2231
Sky Investment Group
Connecticut
$1.39M +$1.3K +10 +0.1%
JF
2232
JSF Financial
California
$1.38M +$2.48K +19 +0.2%
HBWM
2233
Hollow Brook Wealth Management
New York
$1.38M +$27.4K +210 +2%
WAG
2234
Winthrop Advisory Group
Massachusetts
$1.38M +$9.9K +76 +0.7%
WA
2235
Waddell & Associates
Tennessee
$1.38M -$13.9K -107 -1%
IP
2236
Ignite Planners
California
$1.38M +$106K +825 +8%
FTWA
2237
Fifth Third Wealth Advisors
Ohio
$1.37M +$1.37M +10,544 New
MLA
2238
My Legacy Advisors
Oregon
$1.37M +$35.4K +277 +3%
WC
2239
Waterloo Capital
Texas
$1.37M +$1.37M +10,531 New
SFS
2240
Summit Financial Strategies
Ohio
$1.37M – – –
GTAM
2241
Global Trust Asset Management
Florida
$1.37M +$54K +414 +4%
WMP
2242
Wealth Management Partners
Arizona
$1.36M +$57.9K +444 +4%
BCP
2243
Berkeley Capital Partners
Georgia
$1.36M +$61.4K +471 +5%
OP
2244
ORG Partners
Indiana
$1.36M +$1.36M +10,429 New
CC
2245
Callan Capital
California
$1.36M -$256K -1,963 -16%
ECP
2246
Epacria Capital Partners
Colorado
$1.36M – – –
MFC
2247
Morris Financial Concepts
South Carolina
$1.35M +$1.3K +10 +0.1%
PCM
2248
Passive Capital Management
Maryland
$1.35M +$13.7K +105 +1%
FWM
2249
Focused Wealth Management
New York
$1.35M +$56.6K +434 +4%
OCM
2250
Orleans Capital Management
Louisiana
$1.35M – – –
88 89
90
91 92