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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 %
DWP
501
Daymark Wealth Partners
Ohio
$29.1M +$15.6M +107,022 +115%
AAM
502
Advisors Asset Management
Colorado
$29M -$7.34M -50,488 -20%
DILIC
503
Dai-ichi Life Insurance Company
Japan
$29M -$6.74M -46,325 -19%
TAM
504
Todd Asset Management
Kentucky
$29M +$27M +185,838 +1,400%
JCM
505
Janney Capital Management
Pennsylvania
$28.9M +$333K +2,291 +1%
LI
506
LMCG Investments
Massachusetts
$28.8M -$941K -6,470 -3%
CIP
507
Chartwell Investment Partners
Pennsylvania
$28.8M -$1.57M -10,796 -5%
CCM
508
Chilton Capital Management
Texas
$28.7M -$385K -2,650 -1%
TCOV
509
Trust Company of Vermont
Vermont
$28.5M +$622K +4,278 +2%
RT
510
Rockland Trust
Massachusetts
$28.2M +$783K +5,381 +3%
JAFL
511
Jay A. Fishman Ltd
Michigan
$28.1M -$6.49M -44,629 -19%
FSA
512
Franklin Street Advisors
North Carolina
$28.1M +$4.02M +27,665 +17%
HR
513
Howe & Rusling
New York
$28.1M -$51.1K -351 -0.2%
FBA
514
Front Barnett Associates
Illinois
$28M -$1.27M -8,718 -4%
SRC
515
Shufro Rose & Co
New York
$27.9M -$344K -2,362 -1%
BPCE
516
Bank Pictet & Cie (Europe)
Germany
$27.9M -$1.61M -11,043 -5%
SBCM
517
Schwerin Boyle Capital Management
Massachusetts
$27.9M -$800K -5,500 -3%
PR
518
Payden & Rygel
California
$27.8M -$14.3M -98,600 -34%
NIG
519
NFJ Investment Group
Texas
$27.8M -$39.1M -268,713 -58%
EGA
520
Eagle Global Advisors
Texas
$27.8M -$1.35M -9,288 -5%
AWS
521
Atria Wealth Solutions
New York
$27.6M -$842K -5,786 -3%
LCS
522
Levin Capital Strategies
New York
$27.5M -$598K -4,113 -2%
SAM
523
Silvercrest Asset Management
New York
$27.5M +$1.23M +8,486 +5%
MCM
524
Maple Capital Management
Vermont
$27.5M +$359K +2,467 +1%
GGS
525
Galvin Gaustad & Stein
Arizona
$27.3M -$1.81M -12,448 -6%
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