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 %
CCC
776
Cincinnati Casualty Company
Ohio
$13.5M – – –
CSUI
777
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M – – –
VFM
778
Viking Fund Management
North Dakota
$13.5M +$436K +3,000 +3%
PIM
779
Penobscot Investment Management
Massachusetts
$13.5M +$26K +179 +0.2%
AIM
780
Artemis Investment Management
United Kingdom
$13.5M +$4.99M +34,337 +59%
EF
781
Empirical Finance
Pennsylvania
$13.5M +$1.42M +9,736 +12%
EARNEST Partners
782
EARNEST Partners
Georgia
$13.5M +$898K +6,174 +7%
CIA
783
CCM Investment Advisers
South Carolina
$13.4M -$250K -1,721 -2%
LS
784
Livforsakringsbolaget Skandia
Sweden
$13.4M -$1.32M -9,100 -9%
NMIMC
785
Northwestern Mutual Investment Management Company
Wisconsin
$13.4M -$3.35K -23 -0%
BFG
786
Bleakley Financial Group
New Jersey
$13.3M +$1.44M +9,867 +12%
EWM
787
Endurance Wealth Management
Rhode Island
$13.3M -$7.71K -53 -0.1%
PCA
788
Pallas Capital Advisors
Massachusetts
$13.3M -$303K -1,975 -2%
OMC
789
Overbrook Management Corp
New York
$13.3M -$207K -1,420 -2%
MA
790
Mutual Advisors
Nebraska
$13.2M +$680K +4,677 +5%
FCH
791
Freestone Capital Holdings
Washington
$13.2M +$609K +4,187 +5%
ERIC
792
Eagle Rock Investment Company
Georgia
$13.2M -$997K -6,503 -7%
KCM
793
Kornitzer Capital Management
Kansas
$13.2M -$13.7K -94 -0.1%
BIA
794
Biondo Investment Advisors
Pennsylvania
$13.2M +$7.42K +51 +0.1%
HFRG
795
Houlihan Financial Resource Group
Virginia
$13.1M +$12.9M +93,590 +5,496%
CFC
796
Cincinnati Financial Corp
Ohio
$13.1M – – –
MIC
797
Means Investment Company
Maine
$13M -$40K -275 -0.3%
BFIM
798
Beese Fulmer Investment Management
Ohio
$13M +$82.6K +568 +0.6%
FFM
799
Forum Financial Management
Illinois
$13M +$550K +3,780 +4%
SAM
800
Shell Asset Management
Netherlands
$13M -$247K -1,696 -2%
30 31
32
33 34