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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 %
JEST
351
JTC Employer Solutions Trustee
Jersey
$49.7M – – –
WB
352
WesBanco Bank
West Virginia
$49.6M +$4.93M +33,918 +11%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$49.6M +$9.92M +68,213 +25%
PAG
354
Private Advisor Group
New Jersey
$49.4M +$1.6M +10,829 +3%
GFI
355
Global Frontier Investments
South Carolina
$49.3M – – –
Vontobel Holding
356
Vontobel Holding
Switzerland
$48.8M -$1.29M -8,867 -3%
AAP
357
Aristotle Atlantic Partners
Florida
$48.8M +$7.12M +48,966 +17%
RJT
358
Raymond James Trust
Florida
$48.5M +$164K +1,130 +0.3%
Lazard Asset Management
359
Lazard Asset Management
New York
$48.5M -$614K -4,219 -1%
CTB
360
Country Trust Bank
Illinois
$48.5M -$1.85M -12,716 -4%
CI
361
Cambiar Investors
Colorado
$48.4M -$11.6M -79,569 -19%
WG
362
Welch Group
Alabama
$48M +$857K +5,894 +2%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$47.8M -$515K -3,542 -1%
IMPI
364
Ilmarinen Mutual Pension Insurance
Finland
$47.4M – – –
DRZID
365
DePrince Race & Zollo Inc (DRZ)
Florida
$47.2M -$991K -6,816 -2%
USAA
366
United Services Automobile Association
Texas
$46.9M +$16.9M +116,217 +56%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$46.9M -$346K -2,379 -0.7%
GC
368
Guggenheim Capital
Illinois
$46.6M -$5.82M -39,998 -11%
MAM
369
Madison Asset Management
Wisconsin
$46.4M -$231K -1,589 -0.5%
VCM
370
Vigilant Capital Management
Maine
$46.1M +$481K +3,304 +1%
MHI
371
Miller Howard Investments
New York
$45.7M +$163K +1,121 +0.4%
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$45.6M +$725K +4,982 +2%
ADEF
373
Adams Diversified Equity Fund
Maryland
$45.5M +$1.39M +9,576 +3%
WI
374
Wafra Inc
New York
$44.8M – – –
NSLI
375
Nan Shan Life Insurance
Taiwan
$44.7M +$21.4M +147,130 +92%
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