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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 %
First Manhattan
426
First Manhattan
New York
$36.9M -$2.86M -19,792 -7%
MME
427
Meag Munich Ergo
Germany
$36.8M -$462K -3,178 -1%
WorldQuant Millennium Advisors
428
WorldQuant Millennium Advisors
New York
$36.6M +$12.8M +88,263 +54%
EMPI
429
Elo Mutual Pension Insurance
Finland
$36.5M +$2.47M +16,998 +7%
CGIM
430
Capital Group Investment Management
Singapore
$36.5M +$9.16K +63 +0%
FNT
431
First National Trust
Pennsylvania
$36.3M +$176K +1,213 +0.5%
MHC
432
Meyer Handelman Company
New York
$36.3M +$255K +1,750 +0.7%
NB
433
Norinchukin Bank
Japan
$36.2M +$10.8M +74,537 +43%
AI
434
Atria Investments
North Carolina
$36.2M +$2.77M +19,023 +8%
Wealthfront Advisers
435
Wealthfront Advisers
California
$36.1M -$12.7K -87 -0%
SDJVC
436
St. Denis J. Villere & Co
Louisiana
$35.8M +$3.06M +21,007 +9%
FNBOO
437
First National Bank of Omaha
Nebraska
$35.7M -$596K -4,098 -2%
ISL
438
Ingalls & Snyder LLC
New York
$35.3M -$108K -744 -0.3%
BBVA
439
Banco Bilbao Vizcaya Argentaria
Spain
$35.1M +$12M +82,847 +52%
GI
440
Gradient Investments
Minnesota
$35M +$502K +3,450 +1%
HIMC
441
Heritage Investors Management Corp
Maryland
$34.9M +$103K +708 +0.3%
VVP
442
Venture Visionary Partners
Ohio
$34.7M +$289K +1,990 +0.8%
SAM
443
Securian Asset Management
Minnesota
$34.7M -$646K -4,439 -2%
WSFS
444
Wilmington Savings Fund Society
Delaware
$34.7M -$192K -1,319 -0.6%
BB
445
Busey Bank
Illinois
$34.6M -$170K -1,169 -0.5%
PWP
446
Private Wealth Partners
California
$34.5M -$112K -773 -0.3%
AIM
447
Achmea Investment Management
Netherlands
$34.4M +$12.9M +88,610 +60%
WT
448
Washington Trust
Rhode Island
$34.3M -$11M -75,889 -24%
FHA
449
First Horizon Advisors
Tennessee
$34.3M +$938K +6,446 +3%
KRS
450
Kentucky Retirement Systems
Kentucky
$34.2M +$442K +3,038 +1%
16 17
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