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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 %
NSB
3676
Norway Savings Bank
Maine
– -$3.01M -23,063 Closed
CCM
3677
Cobalt Capital Management
New Jersey
– -$2.56M -19,638 Closed
CFA
3678
Compass Financial Advisors
Indiana
– -$2.4M -18,398 Closed
QC
3679
Quadrature Capital
United Kingdom
– -$2.34M -17,948 Closed
ACM
3680
Aquatic Capital Management
Illinois
– -$2.31M -17,700 Closed
CG
3681
Carmignac Gestion
France
– -$1.95M -15,000 Closed
BSG
3682
Black Swift Group
Colorado
– -$652K -15,000 Closed
ETH
3683
Exos TFP Holdings
New York
– -$1.87M -14,332 Closed
BBP
3684
Banco BTG Pactual
Brazil
– -$1.9M -14,200 Closed
SIA
3685
Strategic Investment Advisors
Michigan
– -$1.78M -13,639 Closed
CAIMH
3686
Central Asset Investments & Management Holdings
Hong Kong
– -$1.56M -12,000 Closed
IWM
3687
Iams Wealth Management
Nebraska
– -$1.43M -11,104 Closed
PCM
3688
Passive Capital Management
Maryland
– -$1.35M -10,377 Closed
KSCM
3689
Kamunting Street Capital Management
Florida
– -$1.3M -10,000 Closed
IFO
3690
Intrepid Family Office
Florida
– -$1.3M -10,000 Closed
1IA
3691
1620 Investment Advisors
Massachusetts
– -$1.22M -9,355 Closed
ACM
3692
Ayrshire Capital Management
Connecticut
– -$1.12M -8,568 Closed
HHGA
3693
Halbert Hargrove Global Advisors
California
– -$1.08M -8,321 Closed
KTA
3694
Keeley-Teton Advisors
Illinois
– -$1.04M -7,998 Closed
TBC
3695
Ted Buchan & Co
California
– -$952K -7,302 Closed
QCM
3696
Qsemble Capital Management
New York
– -$938K -7,200 Closed
XC
3697
XY Capital
Hong Kong
– -$938K -7,200 Closed
XS
3698
XR Securities
Illinois
– -$923K -7,085 Closed
LCWP
3699
Legacy Capital Wealth Partners
Arkansas
– -$794K -6,092 Closed
BC
3700
Bridgefront Capital
Texas
– -$770K -5,907 Closed
146 147
148
149 150