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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 %
PG
2376
Proffitt & Goodson
Tennessee
$1.13M +$82.1K +630 +8%
SM
2377
Salzhauer Michael
$1.13M – – –
KIG
2378
Kowal Investment Group
Wisconsin
$1.13M +$152K +1,166 +16%
PA
2379
Prossimo Advisors
California
$1.13M +$42.1K +323 +4%
MAC
2380
Mason & Associates (California)
California
$1.12M +$261 +2 +0%
CWS
2381
Cypress Wealth Services
California
$1.12M -$19K -146 -2%
CAMV
2382
Concord Asset Management (Virginia)
Virginia
$1.12M +$750K +5,758 +202%
DL
2383
DOHJ LLC
Washington
$1.12M -$209K -1,604 -16%
SC
2384
Steph & Co
Wisconsin
$1.12M -$41.3K -317 -4%
SW
2385
Solidarity Wealth
Utah
$1.12M +$1.12M +8,589 New
DWM
2386
Defined Wealth Management
Oregon
$1.12M – – –
FNBTCON
2387
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M – – –
GC
2388
GFG Capital
Florida
$1.12M -$313K -1,823 -22%
ACM
2389
Ayrshire Capital Management
Connecticut
$1.12M -$19.3K -148 -2%
TA
2390
TKG Advisors
Indiana
$1.11M +$1.11M +8,543 New
CA
2391
Calton & Associates
Florida
$1.11M -$106K -815 -9%
Eagle Capital Management (New York)
2392
Eagle Capital Management (New York)
New York
$1.11M – – –
TFA
2393
Triad Financial Advisors
North Carolina
$1.11M -$4.04K -31 -0.4%
RCM
2394
Raleigh Capital Management
North Carolina
$1.1M -$1.4M -10,781 -56%
FNBSF
2395
First National Bank Sioux Falls
South Dakota
$1.1M -$23.5K -180 -2%
WIA
2396
Westbourne Investment Advisors
Maryland
$1.1M – – –
KP
2397
Keel Point
Alabama
$1.1M -$13.2K -101 -1%
AFG
2398
Allegheny Financial Group
Pennsylvania
$1.1M +$55.5K +426 +5%
PA
2399
PSI Advisors
Florida
$1.1M -$19.4K -149 -2%
CCA
2400
Cora Capital Advisors
New Jersey
$1.09M -$19.3K -148 -2%
94 95
96
97 98