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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 %
CS
451
Central Securities
New York
$33.5M – – –
BF
452
BOK Financial
Oklahoma
$33.3M -$1.1M -7,542 -3%
IC
453
IEQ Capital
California
$33.3M +$1.45M +9,984 +5%
MG
454
Markel Group
Virginia
$33.2M +$1.75M +12,000 +6%
OPERF
455
Oregon Public Employees Retirement Fund
Oregon
$33.1M +$1.02K +7 +0%
IIM
456
INTECH Investment Management
Florida
$33.1M -$21.3M -146,205 -39%
Lido Advisors
457
Lido Advisors
California
$32.8M -$919K -6,319 -3%
BS
458
Banco Santander
Spain
$32.8M -$2.84M -19,506 -8%
JIC
459
Johnson Investment Counsel
Ohio
$32.8M -$891K -6,124 -3%
NSGL
460
No Street GP LP
California
$32.7M +$3.64M +25,000 +13%
MCM
461
Mill Capital Management
North Carolina
$32.6M -$331K -2,277 -1%
CA
462
Cetera Advisors
Colorado
$32.6M +$922K +6,342 +3%
MSRPS
463
Maryland State Retirement & Pension System
Maryland
$32.5M -$1.01M -6,967 -3%
CIS
464
Capital International Sarl
California
$32.4M +$1.71M +11,768 +6%
SIC
465
Salem Investment Counselors
North Carolina
$32.2M -$387K -2,662 -1%
CS
466
Cannell & Spears
New York
$32.1M +$139K +954 +0.4%
BAAM
467
Baker Avenue Asset Management
California
$32M +$49K +337 +0.2%
KFC
468
Klingenstein Fields & Co
New York
$31.9M -$201K -1,383 -0.6%
VPIM
469
Vanguard Personalized Indexing Management
California
$31.8M +$3.42M +23,542 +12%
CSIC
470
Clifford Swan Investment Counsel
California
$31.7M -$49K -337 -0.2%
HP
471
Hosking Partners
United Kingdom
$31.7M +$2.8M +19,278 +10%
SFA
472
Sequoia Financial Advisors
Ohio
$31.7M -$2.32M -15,957 -7%
SPC
473
Stewart & Patten Company
California
$31.5M -$5.24K -36 -0%
MAA
474
Matrix Asset Advisors
New York
$31.3M +$21.5K +148 +0.1%
SSWM
475
Smith Salley Wealth Management
North Carolina
$31.3M +$127K +875 +0.4%
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