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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 %
CFS
2276
CRA Financial Services
New Jersey
$1.3M +$49.4K +379 +4%
EAM
2277
Evanson Asset Management
California
$1.3M +$1.43K +11 +0.1%
RWA
2278
Rainsberger Wealth Advisors
Colorado
$1.3M +$198K +1,519 +18%
BWM
2279
Bulltick Wealth Management
Florida
$1.3M +$53.7K +412 +4%
CIS
2280
Connors Investor Services
Pennsylvania
$1.29M +$49.6K +381 +4%
EWM
2281
Executive Wealth Management
Michigan
$1.29M -$20.6K -158 -2%
NEWAS
2282
N.E.W. Advisory Services
Wisconsin
$1.29M +$2.09K +16 +0.2%
DI
2283
Disciplined Investments
Oklahoma
$1.29M +$63.3K +486 +5%
RPSA
2284
Richard P. Slaughter Associates
Texas
$1.29M +$3.91K +30 +0.3%
QC
2285
Quent Capital
New York
$1.29M +$98.7K +758 +8%
HAIM
2286
Hunter Associates Investment Management
Pennsylvania
$1.29M -$41.8K -321 -3%
CBT
2287
Central Bank & Trust
Kentucky
$1.29M +$55.9K +429 +5%
CC
2288
Commons Capital
Massachusetts
$1.29M -$61.9K -475 -5%
CFP
2289
Catalyst Financial Partners
Massachusetts
$1.28M +$91.7K +704 +8%
WDL
2290
Well Done LLC
Michigan
$1.28M +$15K +115 +1%
TCM
2291
Towercrest Capital Management
Pennsylvania
$1.28M – – –
EA
2292
Eudaimonia Advisors
Tennessee
$1.28M -$34.9K -268 -3%
AFG
2293
Alterity Financial Group
Maine
$1.27M +$33.2K +255 +3%
EFM
2294
Eley Financial Management
Vermont
$1.27M -$29.2K -224 -2%
RSVP
2295
Ramsay Stattman Vela & Price
Colorado
$1.27M – – –
OBWG
2296
Onyx Bridge Wealth Group
New York
$1.27M +$22.9K +176 +2%
UAML
2297
US Asset Management LLC
Pennsylvania
$1.27M -$8.34K -64 -0.7%
VC
2298
Vicus Capital
Pennsylvania
$1.26M +$621K +4,769 +97%
FDDB
2299
Fidelity D&D Bancorp
Pennsylvania
$1.26M +$1.26M +6,290 New
GC
2300
Gilbert & Cook
Iowa
$1.26M +$49.8K +382 +4%
90 91
92
93 94