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 %
CTC
551
Central Trust Company
Missouri
$25.5M +$184K +1,265 +0.7%
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$25.5M +$76.4K +525 +0.3%
BCP
553
Blue Chip Partners
Michigan
$25.4M +$481K +3,306 +2%
PCM
554
Palisade Capital Management
New Jersey
$25.4M -$1.31M -8,984 -5%
Man Group
555
Man Group
United Kingdom
$25.4M +$25.4M +174,478 New
MLL
556
Moody Lynn & Lieberson
Massachusetts
$25.3M +$452K +3,107 +2%
LG
557
LaFleur & Godfrey
Michigan
$25.3M +$355K +2,443 +1%
FFA
558
First Foundation Advisors
California
$25.1M -$1.94M -13,362 -7%
AAS
559
Avantax Advisory Services
Texas
$25.1M +$453K +3,116 +2%
RWP
560
RWA Wealth Partners
Massachusetts
$25M +$6.23M +42,827 +33%
SSB
561
Sandy Spring Bank
Maryland
$24.9M -$481K -3,310 -2%
RC
562
Randolph Company
Ohio
$24.9M -$22.5K -155 -0.1%
PP
563
Prudential plc
United Kingdom
$24.9M -$7.38M -50,709 -23%
MIM
564
Marco Investment Management
Georgia
$24.7M -$90.2K -620 -0.4%
CWM
565
Congress Wealth Management
Massachusetts
$24.7M -$115K -794 -0.5%
AT
566
Arvest Trust
Oklahoma
$24.7M -$726K -4,599 -3%
API
567
Advisor Partners II
California
$24.6M +$3.85M +26,490 +19%
V
568
Veritable
Delaware
$24.6M +$113K +775 +0.5%
PWAG
569
Polaris Wealth Advisory Group
California
$24.4M +$1.14M +7,807 +5%
ACA
570
Aptus Capital Advisors
Alabama
$24.1M -$1.18M -8,136 -5%
LBC
571
Lowe Brockenbrough & Co
Virginia
$24.1M +$87.6K +602 +0.4%
RIL
572
Rothschild Investment LLC
Illinois
$23.6M +$212K +1,461 +0.9%
MIA
573
MMBG Investment Advisors
Florida
$23.6M -$719K -5,189 -3%
CAG
574
Crestwood Advisors Group
Massachusetts
$23.6M -$7.6M -52,248 -24%
CI
575
Capital International
California
$23.5M -$48.9K -336 -0.2%
21 22
23
24 25