JPM icon

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 %
DWM
401
Destination Wealth Management
California
$39.5M -$256K -1,761 -0.6%
CA
402
Cornerstone Advisors
North Carolina
$39.4M -$6.72M -46,200 -15%
EB
403
Eastern Bank
Massachusetts
$39.3M -$323K -2,222 -0.8%
MPM
404
MBB Public Markets
Illinois
$39.3M -$761K -5,234 -2%
MWM
405
Modera Wealth Management
New Jersey
$39.2M +$36M +247,433 +1,121%
PC
406
PM Capital
Australia
$39.1M -$2.29M -15,734 -6%
TAM
407
Tocqueville Asset Management
New York
$39.1M +$4.38M +30,087 +13%
WIM
408
Waverton Investment Management
United Kingdom
$38.7M +$14.7M +101,142 +61%
N
409
Natixis
France
$38.7M -$119M -819,008 -75%
BCIM
410
British Columbia Investment Management
British Columbia, Canada
$38.6M +$418K +2,877 +1%
NIM
411
Nexus Investment Management
Ontario, Canada
$38.6M +$135K +925 +0.4%
BIM
412
Bridges Investment Management
Nebraska
$38.4M -$2.08M -14,325 -5%
PCH
413
Polar Capital Holdings
United Kingdom
$38.2M -$8.02M -55,125 -17%
BPWM
414
Badgley Phelps Wealth Managers
Washington
$38.1M +$3.08M +21,207 +9%
Holocene Advisors
415
Holocene Advisors
New York
$38M +$15M +103,061 +65%
CVA
416
Ceredex Value Advisors
Florida
$37.9M -$13.4M -92,067 -26%
BCI
417
Brinker Capital Investments
Pennsylvania
$37.8M +$37.8M +259,918 New
OPS
418
Orion Portfolio Solutions
Nebraska
$37.8M +$37.8M +259,918 New
ESBC
419
E.S. Barr & Co
Kentucky
$37.7M -$206K -1,419 -0.5%
TAM
420
Taurus Asset Management
New York
$37.4M -$244K -1,678 -0.6%
MCI
421
McDonald Capital Investors
California
$37.4M -$490K -3,370 -1%
ZIC
422
ZWJ Investment Counsel
Georgia
$37.3M -$2.67M -18,330 -7%
BCM
423
Bridgeway Capital Management
Texas
$37.2M +$21.2M +145,503 +132%
MIH
424
Meitav Investment House
Israel
$37M +$26.6M +184,843 +254%
HPC
425
HM Payson & Co
Maine
$37M -$4.34M -29,808 -10%
15 16
17
18 19