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
+$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 %
HFS
526
Hantz Financial Services
Michigan
$27.2M +$181K +1,246 +0.7%
CTC (Chicago Trading Company)
527
CTC (Chicago Trading Company)
Illinois
$27.1M +$21.2M +145,675 +360%
CFG
528
Citizens Financial Group
Rhode Island
$27M -$1.45M -9,957 -5%
ACA
529
Anchor Capital Advisors
Massachusetts
$27M +$2.09M +14,368 +8%
NMIFOAC
530
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.9M – – –
CDH
531
Charles D. Hyman
$26.9M +$143K +980 +0.5%
NP
532
NS Partners
United Kingdom
$26.8M -$2.43M -16,713 -8%
HW
533
Hancock Whitney
Mississippi
$26.8M -$1.13M -7,752 -4%
VV
534
Verity & Verity
South Carolina
$26.7M +$862K +5,925 +3%
WBG
535
Wharton Business Group
Pennsylvania
$26.7M +$59.6K +410 +0.2%
WAM
536
Wilsey Asset Management
California
$26.5M -$443K -3,044 -2%
SDIC
537
South Dakota Investment Council
South Dakota
$26.4M -$5.63M -38,734 -18%
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$26.3M -$270K -1,857 -1%
LSERS
539
Louisiana State Employees Retirement System
Louisiana
$26.3M -$1.44M -9,900 -5%
USCWA
540
U.S. Capital Wealth Advisors
Texas
$26.1M +$2.29M +15,737 +10%
DDPIC
541
Deroy & Devereaux Private Investment Counsel
Michigan
$26M +$162K +1,117 +0.6%
DWM
542
Dakota Wealth Management
Florida
$26M +$3.86M +26,558 +17%
CTI
543
Community Trust & Investment
Kentucky
$26M -$334K -2,298 -1%
CA
544
Cullinan Associates
Kentucky
$25.9M -$213K -1,465 -0.8%
NFC
545
Northeast Financial Consultants
Connecticut
$25.9M +$222K +1,528 +0.9%
AAIM
546
American Assets Investment Management
California
$25.8M – – –
IAA
547
Independent Advisor Alliance
North Carolina
$25.8M +$1.25M +8,622 +5%
CGH
548
Crossmark Global Holdings
Texas
$25.8M +$2.04M +13,001 +9%
KIA
549
KCM Investment Advisors
California
$25.7M +$230K +1,582 +0.9%
AP
550
Appleton Partners
Massachusetts
$25.5M +$134K +918 +0.5%
20 21
22
23 24