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

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$61.8M
2
Bank of America
Bank of America
North Carolina
$8.12B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Capital World Investors
Capital World Investors
California
$5.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
$39.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
276
AQR Capital Management
Connecticut
$73.1M -$6.76M -46,770 -8%
URS
277
Utah Retirement Systems
Utah
$73M -$2.57M -17,700 -3%
Impax Asset Management Group
278
Impax Asset Management Group
United Kingdom
$72.8M +$500K +3,439 +0.7%
CIP
279
Cornerstone Investment Partners
Georgia
$72.6M -$1.01M -6,974 -1%
SCA
280
STALEY CAPITAL ADVISERS
Pennsylvania
$71.5M +$83K +571 +0.1%
ICG
281
InterOcean Capital Group
Tennessee
$71.3M +$4.5M +30,920 +7%
FAF
282
Fjarde Ap-fonden
Sweden
$70.9M +$233K +1,600 +0.3%
SPIA
283
Steward Partners Investment Advisory
New York
$70.7M +$3.54M +24,358 +5%
PA
284
Pinnacle Associates
New York
$70.1M +$8.87M +60,976 +14%
UIM
285
USS Investment Management
United Kingdom
$69.2M +$748K +5,148 +1%
YCM
286
Yousif Capital Management
Michigan
$69.1M +$51K +351 +0.1%
PNC
287
Park National Corp
Ohio
$68.6M -$3.38M -23,252 -5%
FCI
288
Financial Counselors Inc
Kansas
$68.3M +$1.59M +10,935 +2%
BCM
289
Basswood Capital Management
New York
$68.3M – – –
Squarepoint
290
Squarepoint
New York
$67.9M +$52M +357,408 +326%
CA
291
Commerzbank Aktiengesellschaft
Germany
$67.3M +$1.39M +9,571 +2%
BIP
292
Brandes Investment Partners
California
$66.8M +$2.3M +15,805 +4%
EOJOAM
293
E. Ohman J:or Asset Management
Sweden
$66.7M +$254K +1,743 +0.4%
CAM
294
Cresset Asset Management
Illinois
$66.7M +$49M +336,997 +277%
BAM
295
Berkshire Asset Management
Pennsylvania
$66.6M +$687K +4,727 +1%
Bank of Nova Scotia
296
Bank of Nova Scotia
Ontario, Canada
$66.4M -$113M -776,626 -63%
PCM
297
Polaris Capital Management
Massachusetts
$65.8M -$2.09M -14,400 -3%
KAS
298
Kestra Advisory Services
Texas
$65.5M +$4.53M +31,113 +7%
CFB
299
Cullen/Frost Bankers
Texas
$65.2M -$1.65M -11,336 -2%
BNP Paribas Asset Management
300
BNP Paribas Asset Management
France
$65M +$10.5M +72,484 +19%
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