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JPMorgan Chase
JPM

Overview Fund Activity

3,641 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, 1,503 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,641
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.43%
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
1,503
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 %
PS
3626
PayPay Securities
Japan
$11.5K -$2.76K -19 -19%
CAM
3627
ClariVest Asset Management
California
$11K – – –
RG
3628
Retirement Group
California
$9.89K – – –
SHIM
3629
Stone House Investment Management
Pennsylvania
$9.61K – – –
HH
3630
HWG Holdings
Texas
$9.16K – – –
TJHA
3631
Thomas J. Herzfeld Advisors
Florida
$8.95K -$3.18K -22 -26%
JFG
3632
JDM Financial Group
Texas
$8.73K – – –
CJL
3633
Cyrus J. Lawrence
New York
$8.45K +$151 +1,038 +2%
BHWM
3634
Bay Harbor Wealth Management
Maryland
$7.75K – – –
ARS
3635
Adirondack Retirement Specialists
New York
$5.38K -$27.5K -189 -84%
UFF
3636
USA Financial Formulas
Michigan
$4.8K – – –
FIA
3637
FNY Investment Advisers
New York
$3K -$177K -1,475 -98%
SWM
3638
Sanctuary Wealth Management
Idaho
$2.91K +$2.91K +20 New
MBFW
3639
Morton Brown Family Wealth
Pennsylvania
$1.75K +$1.75K +12 New
IA
3640
IFS Advisors
Kansas
$1.56K – – –
MIM
3641
Macroview Investment Management
Maryland
$437 +$437 +3 New
FCAS
3642
First Command Advisory Services
Texas
$145 +$145 +1 New
Comerica Bank
3643
Comerica Bank
Texas
$93 +$93 +7,493 New
JPMPWA
3644
J.P. Morgan Private Wealth Advisors
California
– -$417M -3,196,244 Closed
CIM
3645
CCLA Investment Management
United Kingdom
– -$59.6M -457,639 Closed
SC
3646
Samlyn Capital
New York
– -$57.4M -440,288 Closed
CM
3647
Capula Management
Cayman Islands
– -$44.2M -339,517 Closed
TI
3648
Trexquant Investment
Connecticut
– -$41.5M -318,342 Closed
Voloridge Investment Management
3649
Voloridge Investment Management
Florida
– -$39.9M -305,869 Closed
CS
3650
Clear Street
New York
– -$39.1M -300,000 Closed
144 145
146
147 148