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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 %
KCM
2601
KLK Capital Management
California
$836K +$8.73K +67 +1%
LA
2602
LexAurum Advisors
Kansas
$832K +$4.3K +33 +0.5%
RWPA
2603
Richard W. Paul & Associates
Michigan
$832K -$49.3K -378 -6%
RP
2604
Riverbridge Partners
Minnesota
$831K +$22.3K +171 +3%
P
2605
&Partners
Tennessee
$831K -$2.74K -21 -0.3%
TB
2606
Terril Brothers
Missouri
$830K -$548K -4,205 -40%
TVAMP
2607
Tennessee Valley Asset Management Partners
Tennessee
$829K +$3K +23 +0.4%
OIS
2608
Okabena Investment Services
Minnesota
$829K -$78.2K -600 -9%
GIP
2609
Greatmark Investment Partners
Georgia
$827K – – –
SFS
2610
Security Financial Services
Indiana
$827K +$130 +1 +0%
SL
2611
Sentry LLC
Tennessee
$824K +$824K +6,327 New
OFS
2612
Oldfather Financial Services
Nebraska
$824K +$366K +2,805 +80%
TFM
2613
TFC Financial Management
Massachusetts
$823K +$139K +1,066 +20%
LAS
2614
LWM Advisory Services
Florida
$821K +$10K +77 +1%
CCM
2615
Crew Capital Management
Ohio
$819K +$55.3K +424 +7%
PIAS
2616
PCA Investment Advisory Services
Ohio
$819K +$819K +6,285 New
LA
2617
Latitude Advisors
Florida
$818K -$30.8K -236 -4%
CSC
2618
Caldwell Sutter Capital
California
$816K +$305K +2,342 +60%
ACA
2619
Atlas Capital Advisors
Wyoming
$813K +$24.1K +185 +3%
MAM
2620
McLean Asset Management
Virginia
$812K -$31.4K -241 -4%
SC
2621
Solstein Capital
California
$812K – – –
VCM
2622
Vivaldi Capital Management
Illinois
$810K -$1.88M -14,437 -70%
FC
2623
Financial Council
Maryland
$809K -$59.2K -454 -7%
KIC
2624
Keating Investment Counselors
Florida
$808K – – –
EGM
2625
Engineers Gate Manager
New York
$808K +$808K +6,197 New
103 104
105
106 107