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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 %
MYAM
801
Meiji Yasuda Asset Management
Japan
$13M -$845K -5,810 -6%
MSS
802
Mitchell Sinkler & Starr
Pennsylvania
$13M -$606K -4,164 -4%
LFAS
803
Level Four Advisory Services
Texas
$12.9M +$396K +2,725 +3%
GC
804
Grimes & Company
Massachusetts
$12.9M +$164K +1,131 +1%
VSI
805
Verde Servicos Internacionais
Brazil
$12.9M +$12.9M +88,563 New
OCAM
806
Onex Canada Asset Management
Ontario, Canada
$12.9M -$1.95M -13,438 -13%
JIR
807
James Investment Research
Ohio
$12.9M -$1.75M -12,007 -12%
LIM
808
Leavell Investment Management
Alabama
$12.8M +$41.6K +286 +0.3%
TF
809
Talbot Financial
Washington
$12.8M +$54.7K +376 +0.4%
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$12.8M -$540K -3,712 -4%
VIP
811
Vantage Investment Partners
Missouri
$12.7M +$139K +954 +1%
TCM
812
Tufton Capital Management
Maryland
$12.7M -$384K -2,642 -3%
MA
813
Montag & Associates
Georgia
$12.7M -$350K -2,403 -3%
LWM
814
Lyell Wealth Management
California
$12.6M +$165K +1,137 +1%
BHB
815
Bank Hapoalim BM
Israel
$12.6M -$1.26M -8,631 -9%
CCM
816
Cohen Capital Management
California
$12.6M -$873 -6 -0%
HVIA
817
Hudson Valley Investment Advisors
New York
$12.6M +$313K +2,150 +3%
NCM
818
Novare Capital Management
North Carolina
$12.6M +$98.2K +675 +0.8%
SCM
819
Schnieders Capital Management
California
$12.6M -$135K -925 -1%
H
820
HoyleCohen
California
$12.5M +$100K +688 +0.8%
CAMG
821
CWA Asset Management Group
Florida
$12.5M +$1.13M +7,749 +10%
SPC
822
Sigma Planning Corp
Michigan
$12.5M -$2.52M -17,337 -17%
SGA
823
Strategic Global Advisors
California
$12.5M -$390K -2,683 -3%
CCFCSB
824
Cape Cod Five Cents Savings Bank
Massachusetts
$12.4M +$139K +953 +1%
SWM
825
Stockman Wealth Management
Montana
$12.4M +$16.1K +111 +0.1%
31 32
33
34 35