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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 %
NRS
626
Neville Rodie & Shaw
New York
$20.2M -$94.7K -651 -0.5%
HWM
627
HB Wealth Management
Georgia
$20.2M +$1.33M +9,140 +7%
Jones Financial Companies
628
Jones Financial Companies
Missouri
$20M -$1.25M -8,614 -6%
CA
629
Callahan Advisors
Texas
$20M +$665K +4,569 +3%
RC
630
RBO & Co
California
$19.8M -$21.5K -148 -0.1%
ACIM
631
Azimuth Capital Investment Management
Michigan
$19.6M -$500K -3,440 -2%
PFS
632
Prospera Financial Services
Texas
$19.6M +$1.93M +13,287 +11%
ECM
633
Evergreen Capital Management
Washington
$19.6M +$11.9K +82 +0.1%
OPCM
634
Osborne Partners Capital Management
California
$19.5M +$153K +1,055 +0.8%
NEI
635
Northwest & Ethical Investments
Ontario, Canada
$19.4M -$403K -2,773 -2%
KCM
636
Kanawha Capital Management
Virginia
$19.3M +$50.6K +348 +0.3%
BPC
637
Banque Pictet & Cie
Switzerland
$19.3M +$178K +1,222 +0.9%
PCIA
638
Prime Capital Investment Advisors
Kansas
$19.3M +$8.14M +55,998 +73%
RAM
639
Rempart Asset Management
Canada
$19.2M +$135K +928 +0.7%
BCM
640
Bourgeon Capital Management
Connecticut
$19.1M -$267K -1,838 -1%
NCM
641
Noesis Capital Mangement
Florida
$19M -$491K -3,373 -3%
AFG
642
Albion Financial Group
Utah
$18.9M -$286K -1,969 -1%
MC
643
Moors & Cabot
Massachusetts
$18.9M -$864K -5,943 -4%
VW
644
Vantage Wealth
California
$18.8M -$148K -1,015 -0.8%
BBA
645
BLB&B Advisors
Pennsylvania
$18.7M -$859K -5,904 -4%
SGK
646
Steigerwald Gordon & Koch
Virginia
$18.7M +$130K +892 +0.7%
ECP
647
Empyrean Capital Partners
California
$18.6M – – –
MLICM
648
Metropolitan Life Insurance Company (MetLife)
New York
$18.5M -$559K -3,844 -3%
FLII
649
First Long Island Investors
New York
$18.5M +$236K +1,620 +1%
OIA
650
OneDigital Investment Advisors
Kansas
$18.5M +$1.02M +7,038 +6%
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