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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 %
SC
2426
Stephens Consulting
Michigan
$1.06M +$912 +7 +0.1%
CWM
2427
Castle Wealth Management
Florida
$1.06M -$38.3K -294 -3%
MAM
2428
Meeder Asset Management
Ohio
$1.05M -$47.8K -367 -4%
FIM
2429
Freedom Investment Management
Connecticut
$1.05M -$191K -1,465 -15%
VF
2430
Virtu Financial
New York
$1.05M +$1.05M +8,062 New
LCGC
2431
Legacy Capital Group California
California
$1.05M +$1.05M +8,046 New
AA
2432
Addison Advisors
Vermont
$1.05M +$103K +789 +11%
AC
2433
Asio Capital
Kentucky
$1.05M -$11.2K -86 -1%
IRC
2434
Investors Research Corp
Georgia
$1.04M -$13.4K -103 -1%
BHBT
2435
Burke & Herbert Bank & Trust
Virginia
$1.04M -$9.64K -74 -0.9%
GCM
2436
GoodHaven Capital Management
New Jersey
$1.04M – – –
KTA
2437
Keeley-Teton Advisors
Illinois
$1.04M -$12.8K -98 -1%
FAG
2438
Fortitude Advisory Group
Washington
$1.04M -$92.4K -709 -8%
NWM
2439
Northwest Wealth Management
Iowa
$1.04M +$8.34K +64 +0.8%
KIG
2440
Kessler Investment Group
Indiana
$1.04M +$1.03M +7,916 +30,446%
KFSC
2441
Keystone Financial Services (Colorado)
Colorado
$1.04M +$4.3K +33 +0.4%
SPP
2442
Single Point Partners
Massachusetts
$1.03M -$156K -1,197 -13%
HP
2443
Hyperion Partners
Pennsylvania
$1.03M +$12.9K +99 +1%
PK
2444
Pflug Koory
Nebraska
$1.03M -$1.3K -10 -0.1%
TF
2445
TLWM Financial
Texas
$1.03M -$10.3K -79 -1%
AIM
2446
Alhambra Investment Management
Florida
$1.03M +$5.99K +46 +0.6%
ZF
2447
Zhang Financial
Michigan
$1.03M -$150K -1,150 -13%
CP
2448
Covenant Partners
Tennessee
$1.03M +$285K +2,185 +38%
GPA
2449
Garrison Point Advisors
California
$1.03M -$1.56K -12 -0.2%
PFS
2450
Physicians Financial Services
North Carolina
$1.02M +$37.1K +285 +4%
96 97
98
99 100