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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 %
ONB
476
Old National Bancorp
Indiana
$31M -$1.64M -11,271 -5%
ACI
477
Alpha Cubed Investments
California
$30.9M +$897K +6,170 +3%
OC
478
Oakworth Capital
Alabama
$30.9M -$564K -3,879 -2%
SWP
479
Stratos Wealth Partners
Ohio
$30.7M +$2.46M +16,886 +9%
GW
480
GW & Wade
Massachusetts
$30.6M -$317K -2,182 -1%
NW
481
NewEdge Wealth
Pennsylvania
$30.6M +$10.3M +70,676 +50%
MIM
482
Manitou Investment Management
Ontario, Canada
$30.6M +$150K +1,032 +0.5%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$30.5M +$2.55M +17,501 +9%
Wealth Enhancement Advisory Services
484
Wealth Enhancement Advisory Services
Minnesota
$30.5M -$1.51M -10,372 -5%
DJSG
485
D.J. St. Germain
Massachusetts
$30.3M +$30.3M +208,626 New
LA
486
LBP AM
France
$30.3M +$5.53M +38,038 +22%
HCMG
487
Howard Capital Management Group
California
$30.2M -$79.1K -544 -0.3%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$30.1M +$3.64M +25,059 +14%
HCMT
489
Highland Capital Management (Tennessee)
Tennessee
$30.1M -$761K -5,234 -2%
BSA
490
Braun Stacey Associates
New York
$30M -$28.3M -194,276 -48%
ACH
491
ArrowMark Colorado Holdings
Colorado
$30M -$451K -3,100 -1%
HIMCH
492
Hartford Investment Management Co (HIMCO)
Connecticut
$30M -$6.11M -42,018 -17%
MIFH
493
Migdal Insurance & Financial Holdings
Israel
$30M +$23.7M +163,082 +375%
CTA
494
Chesley Taft & Associates
Illinois
$29.9M -$248K -1,706 -0.8%
NIM
495
Northeast Investment Management
Massachusetts
$29.6M -$1.1M -7,530 -4%
TNB
496
Thomasville National Bank
Georgia
$29.5M +$462K +3,180 +2%
ECM
497
Estabrook Capital Management
New York
$29.4M -$249K -1,713 -0.8%
KPWS
498
Kestra Private Wealth Services
Texas
$29.4M +$3.12M +21,433 +12%
FPCG
499
Fort Pitt Capital Group
Pennsylvania
$29.2M +$296K +2,035 +1%
CCMIC
500
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$29.1M +$38.5K +265 +0.1%
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