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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 %
FWA
2326
FSM Wealth Advisors
Ohio
$1.22M +$93.2K +715 +8%
1IA
2327
1620 Investment Advisors
Massachusetts
$1.22M +$21.9K +168 +2%
LCM
2328
LVM Capital Management
Michigan
$1.22M – – –
SCP
2329
Syntal Capital Partners
Texas
$1.21M -$24.8K -190 -2%
WWM
2330
Windsor Wealth Management
Indiana
$1.21M -$41.1K -321 -3%
CSB
2331
City State Bank
Iowa
$1.21M -$8.21K -63 -0.7%
BSI
2332
Bennett Selby Investments
Maine
$1.21M -$130 -1 -0%
AFS
2333
Access Financial Services
Minnesota
$1.2M -$249K -1,908 -17%
DMBA
2334
Deseret Mutual Benefit Administrators
Utah
$1.2M +$1.96K +15 +0.2%
SFB
2335
STAR Financial Bank
Indiana
$1.2M -$85.1K -653 -7%
CVM
2336
Cheviot Value Management
California
$1.2M +$84.3K +647 +8%
AWS
2337
Aspen Wealth Strategies
Colorado
$1.2M -$13.3K -102 -1%
W
2338
Wealthquest
Ohio
$1.2M -$31.5K -242 -3%
GPI
2339
General Partner Inc
Pennsylvania
$1.2M +$11.6K +90 +1%
AF
2340
Apexium Financial
Texas
$1.2M -$130K -997 -10%
FP
2341
Financial Perspectives
Minnesota
$1.19M +$521 +4 +0%
HTHT
2342
Hemenway Trust Hemenway Trust
New Hampshire
$1.19M -$42.2K -324 -3%
RWP
2343
Revolve Wealth Partners
New Jersey
$1.19M -$5.08K -39 -0.4%
WMA
2344
Wealth Management Associates
New Jersey
$1.19M +$7.56K +58 +0.6%
CIA
2345
Citadel Investment Advisory
Ohio
$1.19M – – –
CAL
2346
Capital Advisors Ltd
Ohio
$1.18M -$148K -1,138 -11%
RWA
2347
Redhawk Wealth Advisors
Minnesota
$1.18M -$75.7K -581 -6%
CP
2348
Castleview Partners
Texas
$1.18M +$507K +3,893 +76%
FH
2349
FWG Holdings
Florida
$1.18M +$131K +1,008 +13%
Fiera Capital (Canada)
2350
Fiera Capital (Canada)
Quebec, Canada
$1.17M -$48.5K -372 -4%
92 93
94
95 96