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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
+$953M
2
Barclays
Barclays
United Kingdom
+$470M
3
State Street
State Street
Massachusetts
+$347M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$342M
5
Morgan Stanley
Morgan Stanley
New York
+$338M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.09B
2
Bank of America
Bank of America
North Carolina
-$867M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$417M
4
Capital World Investors
Capital World Investors
California
-$317M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
376
Patient Capital Management
Maryland
$44.7M +$38.8M +266,670 +658%
CT
377
Cambridge Trust
Massachusetts
$44.4M -$9.41M -64,709 -17%
WTC
378
WhitTier Trust Company
Nevada
$44.4M -$540K -3,712 -1%
BPA
379
Beacon Pointe Advisors
California
$44.3M -$2.71M -18,654 -6%
MCM
380
MAI Capital Management
Ohio
$44.2M -$547K -3,760 -1%
AAB
381
ABN AMRO Bank
Netherlands
$44.2M -$7.68M -52,640 -15%
FP
382
Foundry Partners
Minnesota
$44M -$205K -1,409 -0.5%
AA
383
Ancora Advisors
Ohio
$43.5M -$441K -3,034 -1%
GIBU
384
Gulf International Bank (UK)
United Kingdom
$43M -$12.7M -87,579 -23%
GI
385
GAMCO Investors
Connecticut
$42.9M -$7.01M -48,197 -14%
RMA
386
Roffman Miller Associates
Pennsylvania
$42.8M -$144K -990 -0.3%
FT
387
Fiduciary Trust
Massachusetts
$42.7M -$493K -3,391 -1%
NSIM
388
North Star Investment Management
Illinois
$42.3M +$74.3K +511 +0.2%
GL
389
Gemsstock Ltd
United Kingdom
$42.2M +$11.7M +80,500 +38%
JAM
390
Jupiter Asset Management
United Kingdom
$41.6M +$29.2M +200,519 +233%
Nomura Holdings
391
Nomura Holdings
Japan
$41.6M -$1.31M -9,000 -3%
ACM
392
Argent Capital Management
Missouri
$41.4M -$4.5M -30,967 -10%
ATC
393
Argent Trust Co
Tennessee
$41.4M +$3.18M +21,870 +8%
SC
394
Searle & Co
Connecticut
$41.2M +$2.69K +17 +0%
SI
395
Stephens Inc
Arkansas
$40.9M +$1.18M +8,092 +3%
BIAS
396
Beacon Investment Advisory Services
New Jersey
$40.4M -$1.04M -7,155 -3%
ST
397
Sabal Trust
Florida
$40.4M +$59.5K +409 +0.1%
NAM
398
NorthCrest Asset Manangement
Minnesota
$40.1M -$74.6K -513 -0.2%
CI
399
Conning Inc
Connecticut
$39.9M -$449K -3,092 -1%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$39.9M -$132K -906 -0.3%
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