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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 %
WFI
2351
West Family Investments
California
$1.17M – – –
SL
2352
Sentinus LLC
Illinois
$1.17M +$1.17M +8,963 New
AGP
2353
Autumn Glory Partners
Texas
$1.16M -$851K -6,530 -42%
PPP
2354
Private Portfolio Partners
New Jersey
$1.16M -$75.8K -582 -6%
TCWM
2355
Total Clarity Wealth Management
Illinois
$1.16M -$476K -3,651 -29%
IAM
2356
Innovis Asset Management
Illinois
$1.16M +$313K +2,401 +37%
NL
2357
Navalign LLC
California
$1.16M +$782 +6 +0.1%
RRA
2358
Round Rock Advisors
Connecticut
$1.16M -$5.47K -42 -0.5%
LB
2359
Leo Brokerage
Texas
$1.16M +$1.16M +8,878 New
JWWM
2360
Johnson & White Wealth Management
Pennsylvania
$1.16M +$1.16M +8,868 New
SFWA
2361
Summit Financial Wealth Advisors
Louisiana
$1.15M +$13.9K +107 +1%
HFAS
2362
Hummer Financial Advisory Services
Illinois
$1.15M +$84.3K +647 +8%
MTWM
2363
Masso Torrence Wealth Management
New Jersey
$1.15M -$118K -906 -9%
HCP
2364
Hexagon Capital Partners
Arkansas
$1.15M +$27.2K +209 +2%
CHA
2365
Carmichael Hill & Associates
Maryland
$1.15M +$912 +7 +0.1%
KFA
2366
Kapstone Financial Advisors
Ohio
$1.14M -$51.6K -400 -4%
HR
2367
Hardy Reed
Mississippi
$1.14M -$36.4K -279 -3%
GBWM
2368
Granite Bay Wealth Management
New Hampshire
$1.14M +$1.14M +8,752 New
BWM
2369
Baystate Wealth Management
Massachusetts
$1.14M -$123K -943 -10%
SI
2370
Saxon Interests
Texas
$1.14M -$361K -2,773 -24%
FI
2371
Financial Insights
Washington
$1.14M +$295K +2,262 +35%
GCM
2372
Galibier Capital Management
Ontario, Canada
$1.14M – – –
CG
2373
CFO4Life Group
Texas
$1.13M +$31.8K +244 +3%
TT
2374
TI-Trust
Illinois
$1.13M +$5.86K +45 +0.5%
KCM
2375
KRS Capital Management
Michigan
$1.13M -$56.9K -437 -5%
93 94
95
96 97