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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 %
M2MC
826
Matthew 25 Management Corp
Pennsylvania
$12.4M – – –
BRCM
827
Bright Rock Capital Management
Massachusetts
$12.4M – – –
NRC
828
New Republic Capital
North Carolina
$12.2M +$64.4K +443 +0.5%
PAM
829
Palisade Asset Management
Minnesota
$12.2M +$40.3K +277 +0.3%
FMWA
830
Forvis Mazars Wealth Advisors
Missouri
$12.2M +$2.88M +19,819 +31%
AWM
831
Apollon Wealth Management
South Carolina
$12.2M +$763K +5,244 +7%
CB
832
Community Bank
New York
$12.2M -$28.4K -195 -0.2%
IAN
833
Integrated Advisors Network
Texas
$12.2M -$327K -2,248 -3%
MSR
834
Main Street Research
Connecticut
$12.2M +$12.2M +83,547 New
HAI
835
Hennessy Advisors Inc
California
$12.1M -$1.01M -6,950 -8%
GJCM
836
Grand Jean Capital Management
California
$12.1M -$22K -151 -0.2%
GC
837
Gillson Capital
Illinois
$12.1M -$15.3M -105,259 -56%
TCOT
838
Trust Company of Toledo
Ohio
$12.1M +$1.54M +10,611 +15%
DWT
839
Dorsey & Whitney Trust
South Dakota
$12M +$1.43M +9,831 +13%
HFS
840
Haverford Financial Services
Pennsylvania
$11.9M -$54.1K -372 -0.5%
WIC
841
Woodmont Investment Counsel
Tennessee
$11.9M -$66.9K -460 -0.6%
CC
842
Cannell & Co
New York
$11.9M -$5.28M -36,275 -31%
RP
843
Rice Partnership
Hawaii
$11.9M +$48.4K +333 +0.4%
TIM
844
Thompson Investment Management
Wisconsin
$11.9M +$45.8K +315 +0.4%
JWBC
845
J.W. Burns & Co
New York
$11.8M -$98.8K -679 -0.8%
FFP
846
FourThought Financial Partners
Florida
$11.8M +$128K +880 +1%
AMBIA
847
Allen Mooney & Barnes Investment Advisors
Georgia
$11.8M +$16.4K +113 +0.1%
JC
848
JB Capital
Connecticut
$11.8M +$420K +2,890 +4%
TCA
849
Transcend Capital Advisors
New Jersey
$11.7M -$197K -1,356 -2%
GAI
850
General American Investors
New York
$11.6M – – –
32 33
34
35 36