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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 %
FNFDCM
751
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.2M +$95K +653 +0.7%
EWM
752
Edge Wealth Management
New York
$14M +$311K +2,141 +2%
TC
753
Telemus Capital
Michigan
$14M -$107K -734 -0.8%
BFEC
754
Benjamin F. Edwards & Company
Missouri
$14M -$172K -1,184 -1%
MGIA
755
Moneta Group Investment Advisors
Missouri
$14M -$394K -2,708 -3%
FTC
756
Farmers Trust Company
Ohio
$13.9M -$49.3K -339 -0.4%
EF
757
Empowered Funds
Pennsylvania
$13.8M -$600K -4,127 -4%
EST
758
EA Series Trust
Pennsylvania
$13.8M +$13.8M +94,844 New
MC
759
Middleton & Co
Massachusetts
$13.8M -$887K -6,101 -6%
SG Americas Securities
760
SG Americas Securities
New York
$13.8M -$1.2M -8,282 -8%
CPIG
761
Chicago Partners Investment Group
Illinois
$13.8M +$122K +784 +0.9%
PAM
762
Peak Asset Management
Colorado
$13.7M -$1.75K -12 -0%
LMIM
763
Lockheed Martin Investment Management
Maryland
$13.7M -$11.3M -77,890 -45%
WCMN
764
Westchester Capital Management (Nebraska)
Nebraska
$13.7M -$83.9K -577 -0.6%
VIM
765
Vancity Investment Management
British Columbia, Canada
$13.7M – – –
LNB
766
Ledyard National Bank
$13.7M +$47K +323 +0.3%
AJ
767
Ashburton (Jersey)
Jersey
$13.7M +$13.7M +93,912 New
GIA
768
GHP Investment Advisors
Colorado
$13.6M +$892K +5,774 +7%
Assenagon Asset Management
769
Assenagon Asset Management
Luxembourg
$13.6M +$170K +1,170 +1%
PNAA
770
Pictet North America Advisors
Switzerland
$13.6M +$243K +1,674 +2%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$13.6M +$227K +1,560 +2%
SHGA
772
Sand Hill Global Advisors
California
$13.6M -$12.5K -86 -0.1%
GG
773
Greenwood Gearhart
Arkansas
$13.6M +$522K +3,591 +4%
RPC
774
Rossmore Private Capital
Connecticut
$13.6M -$133K -912 -1%
SCP
775
Stamos Capital Partners
California
$13.5M +$1.03M +7,090 +8%
29 30
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