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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 %
CCA
2301
Column Capital Advisors
Indiana
$1.26M +$86.4K +663 +7%
RHAM
2302
Round Hill Asset Management
California
$1.25M -$30K -230 -2%
CAM
2303
Cozad Asset Management
Illinois
$1.25M -$39.9K -306 -3%
KA
2304
Kozak & Associates
Colorado
$1.25M -$9.64K -74 -0.8%
SRC
2305
Sage Rhino Capital
California
$1.25M +$15.1K +116 +1%
AFP
2306
Ausdal Financial Partners
Iowa
$1.25M +$41.3K +317 +3%
PC
2307
PhiloSmith Capital
Connecticut
$1.24M – – –
BIA
2308
Bigelow Investment Advisors
Maine
$1.24M -$32.3K -248 -3%
MCM
2309
Mendel Capital Management
Arkansas
$1.24M +$6.91K +53 +0.6%
MFP
2310
Meridian Financial Partners
Virginia
$1.24M +$7.78K +55 +0.6%
CFO
2311
CVA Family Office
Colorado
$1.24M +$76.6K +588 +7%
TCPWM
2312
Traverso Chambers Private Wealth Management
California
$1.24M +$1.43K +11 +0.1%
ARMT
2313
Amica Retiree Medical Trust
Rhode Island
$1.24M – – –
RWP
2314
Ridgecrest Wealth Partners
California
$1.24M – – –
BHIC
2315
Bassett Hargrove Investment Counsel
Delaware
$1.24M – – –
PCS
2316
Personal CFO Solutions
New Jersey
$1.24M +$17.1K +131 +1%
WPA
2317
West Paces Advisors
Georgia
$1.23M -$24K -184 -2%
MCM
2318
Morton Capital Management
California
$1.23M – – –
CA
2319
Cambridge Advisors
Nebraska
$1.23M +$5.34K +41 +0.4%
RB
2320
Renasant Bank
Mississippi
$1.23M -$185K -1,418 -13%
TGAM
2321
TBH Global Asset Management
Tennessee
$1.23M +$117K +899 +11%
IF
2322
IRON Financial
Illinois
$1.23M +$17.5K +134 +1%
SHWM
2323
Silicon Hills Wealth Management
Texas
$1.23M +$129K +989 +12%
KI
2324
Kula Investments
Illinois
$1.22M +$1.22M +9,381 New
PWM
2325
Paulson Wealth Management
Illinois
$1.22M +$46.3K +355 +4%
91 92
93
94 95