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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 %
KCPG
1301
Kavar Capital Partners Group
Kansas
$4.95M -$31.1K -239 -0.6%
CL
1302
Choreo LLC
Illinois
$4.95M +$2.77M +21,288 +127%
LWM
1303
Laidlaw Wealth Management
New York
$4.94M +$545K +4,180 +12%
RMSCM
1304
R.M. Sincerbeaux Capital Management
New York
$4.94M – – –
CCA
1305
Checchi Capital Advisers
California
$4.93M -$88.5K -679 -2%
FCMT
1306
Founders Capital Management (Texas)
Texas
$4.92M -$7.17K -55 -0.1%
EM
1307
Excalibur Management
Massachusetts
$4.92M -$11.3K -87 -0.2%
ACG
1308
Allen Capital Group
Nebraska
$4.9M +$4.9M +37,626 New
RWA
1309
Roberts Wealth Advisors
California
$4.9M +$78.7K +613 +2%
NHT
1310
New Hampshire Trust
New Hampshire
$4.9M -$162K -1,247 -3%
SCP
1311
Sandhill Capital Partners
New York
$4.9M -$34.4K -264 -0.7%
MP
1312
MSD Partners
New York
$4.89M – – –
FPFS
1313
First Personal Financial Services
North Carolina
$4.89M +$352K +2,700 +8%
HCA
1314
Horan Capital Advisors
Ohio
$4.87M +$78.8K +605 +2%
AFM
1315
Andesa Financial Management
Pennsylvania
$4.86M +$2.43M +31,169 +100%
BWL
1316
Bogart Wealth LLC
Virginia
$4.85M +$616K +4,730 +15%
MBTD
1317
Mechanics Bank - Trust Department
California
$4.84M -$133K -1,023 -3%
RI
1318
Redwood Investments
Massachusetts
$4.84M +$545K +4,179 +13%
KOCAA
1319
Knights of Columbus Asset Advisors
Connecticut
$4.82M -$74.3K -570 -2%
BA
1320
Baugh & Associates
Georgia
$4.82M +$57.7K +434 +1%
BRM
1321
Boston Research & Management
Massachusetts
$4.82M +$116K +890 +2%
LT
1322
Legacy Trust
Michigan
$4.82M +$4.56K +35 +0.1%
DDC
1323
DF Dent & Co
Maryland
$4.81M +$38.3K +294 +0.8%
GFG
1324
Greystone Financial Group
Michigan
$4.8M +$3.99M +30,646 +497%
SAI
1325
Systematic Alpha Investments
New Jersey
$4.8M – – –
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