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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 %
OAC
301
OMERS Administration Corp
Ontario, Canada
$64.9M – – –
GT
302
Glenview Trust
Kentucky
$64.8M +$1.8M +12,352 +3%
BMO
303
Beck Mack & Oliver
New York
$64.6M -$827K -5,683 -1%
GF
304
Gabelli Funds
New York
$64.4M -$167K -1,150 -0.3%
MOACM
305
Mutual of America Capital Management
New York
$63.9M +$15.6K +107 +0%
AWM
306
AE Wealth Management
Kansas
$63M +$12.2M +83,985 +24%
CII
307
Capital International Inc
California
$63M +$6.75M +46,425 +12%
SYBT
308
Stock Yards Bank & Trust
Kentucky
$62.9M -$320K -2,199 -0.5%
RCM
309
RNC Capital Management
California
$61.9M -$1.03M -7,097 -2%
OIAM
310
OFI Invest Asset Management
France
$61.8M -$8.09B -55,621,249 -99%
ASC
311
Atalanta Sosnoff Capital
New York
$61.3M +$927K +6,372 +2%
FWIA
312
Fort Washington Investment Advisors
Ohio
$61.1M -$12.6M -86,710 -17%
ABI
313
Abrams Bison Investments
Maryland
$61.1M – – –
PI
314
PFS Investments
Georgia
$60.7M +$3.06M +21,056 +5%
NYLIM
315
New York Life Investment Management
New York
$60.4M -$182K -1,248 -0.3%
DCM
316
Donaldson Capital Management
Indiana
$60.4M +$1.32M +9,096 +2%
BTCPP
317
Border to Coast Pensions Partnership
United Kingdom
$60.2M – – –
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$59M -$876K -6,026 -1%
IMCOOI
319
Investment Management Corp of Ontario (IMCO)
Canada
$58.9M -$3.6M -24,732 -6%
Ninety One (UK)
320
Ninety One (UK)
United Kingdom
$58.5M +$8.21M +56,456 +16%
BCM
321
Becker Capital Management
Oregon
$58.4M +$1.21M +8,309 +2%
CF
322
Cantor Fitzgerald
New York
$58.3M -$48.7K -335 -0.1%
GPA
323
Guidance Point Advisors
Massachusetts
$58.3M +$10.6K +73 +0%
ABC
324
Associated Banc-Corp
Wisconsin
$57.6M -$161K -1,108 -0.3%
SF
325
Synovus Financial
Georgia
$57.6M +$395K +2,717 +0.7%
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