JPM icon

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 %
CG
2401
Clarus Group
Texas
$1.09M +$24.8K +190 +2%
HFM
2402
Hartford Funds Management
Pennsylvania
$1.09M +$137K +1,050 +14%
SAMT
2403
Select Asset Management & Trust
Pennsylvania
$1.09M +$130 +1 +0%
HI
2404
Hendershot Investments
Virginia
$1.09M -$73.2K -562 -6%
ZB
2405
Zions Bancorporation
Utah
$1.09M -$3.92M -30,062 -78%
MSCM
2406
McElhenny Sheffield Capital Management
Texas
$1.09M +$11.3K +87 +1%
OPOWM
2407
One Plus One Wealth Management
Florida
$1.09M -$135K -1,035 -11%
MPW
2408
Monterey Private Wealth
California
$1.09M +$11.9K +91 +1%
HHGA
2409
Halbert Hargrove Global Advisors
California
$1.08M +$76.9K +590 +8%
BFG
2410
Bouchey Financial Group
New York
$1.08M +$21.4K +164 +2%
CPA
2411
Cardiff Park Advisors
California
$1.08M +$40.8K +313 +4%
MS
2412
Madden Securities
Texas
$1.08M +$650K +4,990 +151%
FNBOH
2413
First National Bank of Hutchinson
Kansas
$1.08M +$148K +1,135 +16%
WAL
2414
W Advisors LLC
Tennessee
$1.08M +$12.5K +96 +1%
LB
2415
Legacy Bridge
Iowa
$1.07M +$3.91K +30 +0.4%
CWM
2416
Connecticut Wealth Management
Connecticut
$1.07M -$607K -4,660 -36%
CWC
2417
Carolinas Wealth Consulting
North Carolina
$1.07M +$29.8K +229 +3%
MKC
2418
M. Kraus & Co
Vermont
$1.07M +$93.4K +717 +10%
OIM
2419
Orca Investment Management
Oregon
$1.07M +$521 +4 +0%
CRI
2420
Colonial River Investments
Virginia
$1.07M -$145K -1,114 -12%
CAM
2421
CPA Asset Management
Florida
$1.07M – – –
AAM
2422
AMI Asset Management
California
$1.06M -$19.4K -149 -2%
HIIFS
2423
Harel Insurance Investments & Financial Services
Israel
$1.06M -$257K -1,970 -19%
AWM
2424
Angeles Wealth Management
California
$1.06M +$142K +1,089 +15%
PG
2425
Prostatis Group
Maryland
$1.06M +$9.74K +74 +0.9%
95 96
97
98 99