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JPMorgan Chase
JPM

Overview Fund Activity

3,642 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,615 increasing their positions, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
7.82%
New
186
Increased
1,615
Reduced
1,504
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.1B
2
Barclays
2
Barclays
United Kingdom
$1.23B
3
State Street
3
State Street
Massachusetts
$18.4B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$722M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.12B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$61.8M
2
Bank of America
2
Bank of America
North Carolina
$8.12B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Capital World Investors
4
Capital World Investors
California
$5.58B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
226
Stonegate Investment Group
Alabama
$103M +$265K +1,822 +0.3%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$103M -$2.85M -19,588 -3%
FRAF
228
Första AP-fonden
Sweden
$102M +$2.27M +15,600 +2%
MML Investors Services
229
MML Investors Services
Massachusetts
$101M +$11.4M +78,568 +13%
DnB Asset Management
230
DnB Asset Management
Norway
$101M -$2.19M -15,048 -2%
MNG
231
Manning & Napier Group
New York
$100M +$204K +1,402 +0.2%
Barrow, Hanley, Mewhinney & Strauss
232
Barrow, Hanley, Mewhinney & Strauss
Texas
$100M -$3.99M -27,421 -4%
Jane Street
233
Jane Street
New York
$99.2M -$49.7M -341,580 -33%
UCFA
234
United Capital Financial Advisors
Texas
$98.2M -$4.64M -31,933 -5%
OAM
235
Oppenheimer Asset Management
New York
$96.9M -$4.86M -33,389 -5%
PFP
236
Pinnacle Financial Partners
Tennessee
$96.6M +$766K +5,269 +0.8%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$94.7M +$246K +1,692 +0.3%
LGF
238
LGT Group Foundation
Liechtenstein
$94.5M -$14.4M -99,013 -13%
SBH
239
Segall Bryant & Hamill
Illinois
$94.5M -$1.7M -11,661 -2%
CB
240
Cooke & Bieler
Pennsylvania
$94.1M -$1.74M -11,969 -2%
CIC
241
Crawford Investment Counsel
Georgia
$92.8M +$13.1M +89,904 +16%
WJWM
242
Williams Jones Wealth Management
New York
$92.4M -$1.2M -8,233 -1%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$90.8M -$3.05M -20,997 -3%
SP
244
Sarasin & Partners
United Kingdom
$90.6M -$217M -1,489,022 -71%
EWA
245
EP Wealth Advisors
California
$90.5M +$87.9M +291,533 +3,443%
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.7M -$3.63M -24,968 -4%
WT
247
Whittier Trust
California
$89.5M -$2.06M -14,188 -2%
EWM
248
Evercore Wealth Management
New York
$89.3M +$1.27M +8,733 +1%
TPSF
249
Texas Permanent School Fund
Texas
$89.1M +$183K +1,255 +0.2%
AM
250
AGF Management
Ontario, Canada
$88.4M -$8.93M -61,401 -9%
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