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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 %
CK
901
Cohen Klingenstein
New York
$10.6M – – –
ERIM
902
Eagle Ridge Investment Management
Connecticut
$10.5M -$631K -4,341 -6%
SAM
903
Sompo Asset Management
Japan
$10.5M +$2.3M +15,830 +28%
SMFG
904
Sumitomo Mitsui Financial Group
Japan
$10.5M +$301K +2,068 +3%
HP
905
Holowesko Partners
Bahamas
$10.5M +$2.91M +20,000 +38%
AF
906
Ally Financial
Michigan
$10.5M – – –
GAM
907
Griffin Asset Management
New York
$10.4M -$18.2K -125 -0.2%
SFS
908
Sowell Financial Services
Arkansas
$10.4M +$1.91M +13,105 +22%
CCB
909
Country Club Bank
Missouri
$10.4M -$545K -3,800 -5%
LPT
910
Legacy Private Trust
Wisconsin
$10.3M -$279K -1,918 -3%
PI
911
Pettee Investors
Connecticut
$10.3M +$83.9K +577 +0.8%
WC
912
Woodstock Corp
Massachusetts
$10.3M +$58.2K +400 +0.6%
ECM
913
Everence Capital Management
Indiana
$10.2M – – –
NC
914
NewSquare Capital
Pennsylvania
$10.2M +$3.57M +24,552 +54%
RWA
915
Ropes Wealth Advisors
Massachusetts
$10.2M +$365K +2,508 +4%
SFI
916
Siemens Fonds Invest
Germany
$10.2M – – –
GCM
917
Genus Capital Management
British Columbia, Canada
$10.2M +$10.2M +69,995 New
CBOR
918
Community Bank of Raymore
Missouri
$10.2M -$1.11M -7,621 -10%
MFAM
919
Motley Fool Asset Management
Virginia
$10.2M +$766K +5,267 +8%
SSA
920
Schonfeld Strategic Advisors
New York
$10.1M +$7.63M +52,454 +304%
JAG
921
Journey Advisory Group
Kentucky
$10.1M +$296K +2,035 +3%
BWM
922
Buckley Wealth Management
Nevada
$10.1M -$36.5K -251 -0.4%
PWW
923
Pettyjohn Wood & White
Virginia
$10.1M +$86.4K +594 +0.9%
PI
924
PEAK6 Investments
Illinois
$10.1M -$7.43M -51,059 -42%
BWP
925
Baldwin Wealth Partners
Massachusetts
$10.1M +$948K +6,517 +10%
35 36
37
38 39