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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 %
TC
601
TownSquare Capital
Utah
$22M +$3.96M +27,256 +22%
GC
602
Gratus Capital
Georgia
$22M +$336K +2,311 +2%
AIM
603
Allen Investment Management
New York
$21.9M -$23.3K -160 -0.1%
WAS
604
Wesleyan Assurance Society
United Kingdom
$21.8M – – –
SIA
605
Sit Investment Associates
Minnesota
$21.8M +$9.45M +64,945 +76%
AWM
606
Absher Wealth Management
North Carolina
$21.8M +$132K +908 +0.6%
TBA
607
Tower Bridge Advisors
Pennsylvania
$21.7M -$3.7M -25,442 -15%
EAM
608
Erste Asset Management
Austria
$21.6M – – –
VFA
609
Valeo Financial Advisors
Indiana
$21.6M +$609K +4,873 +3%
BG
610
Bollard Group
Massachusetts
$21.5M +$148K +1,021 +0.7%
PCM
611
Parsons Capital Management
Rhode Island
$21.5M -$101K -697 -0.5%
SCA
612
Snowden Capital Advisors
New York
$21.5M +$1.04M +7,144 +5%
AHB
613
Abner Herrman & Brock
New Jersey
$21.5M -$1.92M -13,182 -8%
FDCC
614
Foster Dykema Cabot & Co
Massachusetts
$21.4M +$106K +726 +0.5%
IMRF
615
Illinois Municipal Retirement Fund
Illinois
$21.2M – – –
NO
616
Ninety One
South Africa
$21.1M +$17.5M +120,919 +481%
Acadian Asset Management
617
Acadian Asset Management
Massachusetts
$20.9M +$3.83M +26,353 +22%
SC
618
SouthState Corp
Florida
$20.9M -$516K -3,547 -2%
VLKIM
619
Van Lanschot Kempen Investment Management
Netherlands
$20.8M +$2.88M +19,799 +16%
PP
620
Patten & Patten
Tennessee
$20.8M -$58.2K -400 -0.3%
NMERB
621
New Mexico Educational Retirement Board
New Mexico
$20.7M +$989K +6,800 +5%
EDRH
622
Edmond de Rothschild Holding
Switzerland
$20.6M +$1.29M +8,881 +7%
HSA
623
HBK Sorce Advisory
Pennsylvania
$20.4M -$1.51M -10,365 -7%
AWCI
624
Alpine Woods Capital Investors
New York
$20.2M -$28.2K -194 -0.1%
RMC
625
Resources Management Corp
Connecticut
$20.2M +$14.7M +101,131 +268%
23 24
25
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