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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 %
BFA
2451
Beacon Financial Advisory
Ohio
$1.02M +$40.8K +313 +4%
SAM
2452
SignalPoint Asset Management
Missouri
$1.02M +$17.1K +131 +2%
EM
2453
ELCO Management
New York
$1.02M +$15.2K +117 +2%
SIG
2454
Spinnaker Investment Group
California
$1.02M +$8.34K +64 +0.8%
AIA
2455
Alera Investment Advisors
Illinois
$1.02M -$233K -1,790 -19%
AA
2456
Alesco Advisors
New York
$1.02M +$25.7K +197 +3%
CCM
2457
Chiron Capital Management
Florida
$1.02M -$359K -2,758 -26%
QWM
2458
QP Wealth Management
New Jersey
$1.01M +$3.39K +26 +0.3%
PWP
2459
Pursue Wealth Partners
California
$1.01M +$27.9K +214 +3%
AWA
2460
Alta Wealth Advisors
Massachusetts
$1.01M -$19.4K -149 -2%
CCG
2461
Coastwise Capital Group
California
$1.01M +$111K +849 +12%
CFG
2462
Cooper Financial Group
California
$1.01M +$193K +1,479 +24%
WW
2463
Waterfront Wealth
Kansas
$1.01M +$34.7K +266 +4%
WCFA
2464
Walkner Condon Financial Advisors
Wisconsin
$1.01M +$811K +6,221 +414%
LNWTC
2465
Laird Norton Wetherby Trust Company
Washington
$1.01M -$11.9K -91 -1%
LWM
2466
Lionsbridge Wealth Management
Florida
$1M -$77.7K -596 -7%
AWM
2467
Accel Wealth Management
Iowa
$1M -$52.4K -402 -5%
DFS
2468
Dixon Fnancial Services
California
$1M +$1.96K +15 +0.2%
TA
2469
TCM Advisors
West Virginia
$1M -$818K – –
HG
2470
Herbst Group
Connecticut
$1M +$56.7K +435 +6%
TWA
2471
Talisman Wealth Advisors
New Jersey
$1M +$186K +1,424 +23%
AP
2472
Arlington Partners
Alabama
$1M +$438K +3,362 +78%
CAM
2473
Cubic Asset Management
Massachusetts
$998K +$51.9K +398 +5%
FA
2474
Faithward Advisors
Pennsylvania
$997K +$451K +3,316 +83%
SSWM
2475
Strait & Sound Wealth Management
California
$994K +$4.56K +35 +0.5%
97 98
99
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