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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 %
OCBCO
576
Oversea-Chinese Banking Corp (OCBC)
Singapore
$23.4M -$6.67M -45,916 -22%
FFIC
577
First Fiduciary Investment Counsel
Ohio
$23.4M +$8.87K +61 +0%
PI
578
PGGM Investments
Netherlands
$23.4M +$1.33M +9,155 +6%
FMLI
579
Fukoku Mutual Life Insurance
Japan
$23.3M – – –
KWILP
580
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.3M – – –
HPG
581
Harvest Portfolios Group
Ontario, Canada
$23.3M -$673K -4,624 -3%
NLGIA
582
Nippon Life Global Investors Americas
New York
$23.2M -$3.52M -24,220 -13%
EH
583
Equitable Holdings
New York
$23.2M +$1.19M +8,156 +5%
BRWA
584
B. Riley Wealth Advisors
Florida
$23.1M -$1.06M -7,294 -4%
CAM
585
Carret Asset Management
New York
$22.9M -$189K -1,301 -0.8%
EIP
586
Easterly Investment Partners
Massachusetts
$22.9M -$983K -6,761 -4%
ZCM
587
Ziegler Capital Management
Illinois
$22.8M -$536K -3,682 -2%
PF
588
Phoenix Financial
Israel
$22.7M -$21.6M -148,963 -49%
AAIS
589
ABN AMRO Investment Solutions
$22.5M -$4.42M -30,418 -16%
BC
590
Brookfield Corp
Ontario, Canada
$22.5M +$1.13M +7,747 +5%
LCM
591
Logan Capital Management
Pennsylvania
$22.5M +$1.24M +8,549 +6%
BCM
592
Brookstone Capital Management
Illinois
$22.4M -$2.57M -17,811 -10%
SW
593
SteelPeak Wealth
California
$22.4M +$1.89M +12,977 +9%
OA
594
Oak Associates
Ohio
$22.3M -$3.65M -25,070 -14%
GFS
595
GYL Financial Synergies
Connecticut
$22.3M +$2.65M +18,207 +13%
Balyasny Asset Management
596
Balyasny Asset Management
Illinois
$22.3M +$11.4M +78,214 +104%
CAC
597
Core Alternative Capital
Georgia
$22.3M -$2.63M -18,095 -11%
FNBT
598
FineMark National Bank & Trust
Florida
$22.2M +$450K +3,096 +2%
DMIC
599
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.1M -$39K -268 -0.2%
SCA
600
Stonebridge Capital Advisors
Minnesota
$22.1M +$433K +2,976 +2%
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