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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 %
AA
2251
Aire Advisors
California
$1.35M -$125K -957 -8%
WDC
2252
Woodward Diversified Capital
California
$1.35M +$3.65K +28 +0.3%
DBG
2253
De Burlo Group
Massachusetts
$1.34M – – –
AIP
2254
Ahrens Investment Partners
Louisiana
$1.34M -$222K -1,706 -14%
GHAM
2255
Gilman Hill Asset Management
Connecticut
$1.34M -$79K -606 -6%
PIA
2256
Perennial Investment Advisors
California
$1.34M +$105K +805 +9%
CS
2257
Capital Square
Tennessee
$1.33M -$285K -2,232 -18%
AC
2258
Allstate Corporation
Illinois
$1.33M -$14.9M -114,726 -92%
EIM
2259
Essex Investment Management
Massachusetts
$1.33M -$918K -7,046 -41%
GKWIM
2260
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$4.69K -36 -0.4%
SIC
2261
Sterling Investment Counsel
New York
$1.33M -$23.6K -181 -2%
LM
2262
Lincluden Management
Ontario, Canada
$1.33M -$82.2K -631 -6%
CA
2263
Carson Advisory
Georgia
$1.32M -$69.2K -531 -5%
NFSG
2264
Newbridge Financial Services Group
Florida
$1.32M -$23.8K -183 -2%
MFG
2265
Monte Financial Group
Connecticut
$1.32M – – –
LF
2266
LifeSteps Financial
California
$1.32M -$81.7K -627 -6%
TFCP
2267
Twin Focus Capital Partners
Massachusetts
$1.32M +$368K +2,825 +39%
HPCM
2268
Hunter Perkins Capital Management
Illinois
$1.32M +$963K +7,390 +271%
HWA
2269
Heartwood Wealth Advisors
Virginia
$1.32M +$639K +4,903 +94%
AA
2270
Auxano Advisors
Washington
$1.31M +$24.8K +190 +2%
PWM
2271
Prentice Wealth Management
New York
$1.31M -$12.3K -94 -0.9%
SSA
2272
South Street Advisors
New York
$1.31M +$104K +800 +9%
HWM
2273
Hemington Wealth Management
Virginia
$1.3M +$28.7K +220 +2%
KSCM
2274
Kamunting Street Capital Management
Florida
$1.3M +$1.3M +10,000 New
IFO
2275
Intrepid Family Office
Florida
$1.3M +$1.3M +10,000 New
89 90
91
92 93