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 %
AUB
676
Atlantic Union Bankshares
Virginia
$17.3M +$534K +3,672 +3%
HLCM
677
Hi-Line Capital Management
South Dakota
$17.3M -$2.09M -14,397 -11%
MAM
678
Martingale Asset Management
Massachusetts
$17.2M -$5.24M -36,031 -23%
MGP
679
Metis Global Partners
California
$17.1M -$74.6K -513 -0.4%
PAS
680
Park Avenue Securities
New York
$16.9M +$925K +6,358 +6%
ASN
681
Advisory Services Network
Georgia
$16.8M +$225K +1,550 +1%
CA
682
Clearstead Advisors
Ohio
$16.8M +$2.25M +15,498 +15%
SCA
683
Stillwater Capital Advisors
Pennsylvania
$16.8M +$8.15K +56 +0%
DT
684
Diversified Trust
Tennessee
$16.8M +$1.14M +7,863 +7%
AssetMark Inc
685
AssetMark Inc
California
$16.7M +$887K +6,101 +6%
CIM
686
Courant Investment Management
Tennessee
$16.7M – – –
BCV
687
Banque Cantonale Vaudoise
Switzerland
$16.6M -$1.93M -13,303 -10%
SCM
688
Shelton Capital Management
Colorado
$16.6M +$4.95M +34,035 +42%
FCBT
689
First Citizens Bank & Trust
North Carolina
$16.6M +$1.86M +12,759 +13%
ECU
690
Eisler Capital (UK)
United Kingdom
$16.6M -$3.87M -26,643 -19%
WSTAM
691
Wilbanks Smith & Thomas Asset Management
Virginia
$16.5M -$817K -5,619 -5%
Qube Research & Technologies (QRT)
692
Qube Research & Technologies (QRT)
United Kingdom
$16.5M -$49.1M -337,679 -75%
DMC
693
Drexel Morgan & Co
Pennsylvania
$16.4M – – –
GT
694
Greenleaf Trust
Michigan
$16.4M -$148K -1,018 -0.9%
CAM
695
Congress Asset Management
Massachusetts
$16.4M +$43.1K +296 +0.3%
AHC
696
Adell Harriman & Carpenter
Texas
$16.3M -$345K -2,354 -2%
JMFC
697
J.M. Forbes & Co
Massachusetts
$16.3M -$2.37M -16,287 -13%
PAM
698
Private Asset Management
California
$16.3M -$3.37M -23,143 -17%
DP
699
Dearborn Partners
Illinois
$16.2M -$169K -1,159 -1%
JPMIA
700
J.P. Marvel Investment Advisors
Massachusetts
$16.2M -$63.1K -434 -0.4%
26 27
28
29 30