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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 %
WC
3701
Westhampton Capital
North Carolina
– -$750K -5,757 Closed
FC
3702
Financial Consulate
Maryland
– -$717K -5,503 Closed
AAMC
3703
Asset Allocation & Management Company
Illinois
– -$564K -4,327 Closed
ASFA
3704
All Season Financial Advisors
Colorado
– -$563K -4,323 Closed
ETIA
3705
Epic Trust Investment Advisors
Washington
– -$554K -4,253 Closed
PFO
3706
PMC FIG Opportunities
Israel
– -$521K -4,000 Closed
MIOT
3707
Massachusetts Institute of Technology
Massachusetts
– -$516K -3,960 Closed
CWMU
3708
Caliber Wealth Management (Utah)
Utah
– -$492K -3,779 Closed
MTIM
3709
Marathon Trading Investment Management
Pennsylvania
– -$438K -3,364 Closed
MIA
3710
Milestone Investment Advisors
Wisconsin
– -$431K -3,308 Closed
CL
3711
CIM LLC
New York
– -$406K -3,115 Closed
GA
3712
Greenspring Advisors
Maryland
– -$394K -3,026 Closed
PCM
3713
PAR Capital Management
Massachusetts
– -$391K -3,000 Closed
Renaissance Technologies
3714
Renaissance Technologies
New York
– -$366K -2,809 Closed
SCM
3715
Stonehearth Capital Management
Massachusetts
– -$340K -2,609 Closed
AWA
3716
AmeriServ Wealth Advisors
Pennsylvania
– -$327K -2,511 Closed
PMEF
3717
Point72 Middle East FZE
United Arab Emirates
– -$313K -2,401 Closed
SPA
3718
Sherbrooke Park Advisers
New York
– -$313K -2,400 Closed
CAGAS
3719
Capital Advisory Group Advisory Services
Minnesota
– -$293K -2,247 Closed
MAM
3720
Morse Asset Management
Connecticut
– -$284K -2,178 Closed
FA
3721
Fortis Advisors
Pennsylvania
– -$261K -2,000 Closed
AFG
3722
Affinia Financial Group
Massachusetts
– -$258K -1,830 Closed
ESCM
3723
Echo Street Capital Management
New York
– -$236K -1,810 Closed
CIM
3724
Confluence Investment Management
Missouri
– -$234K -1,798 Closed
VAM
3725
Verity Asset Management
North Carolina
– -$232K -1,778 Closed
146 147 148
149
150