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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 %
SC
1001
Stolper & Co
Oklahoma
$8.73M -$3.35K -23 -0%
DBT
1002
Dubuque Bank & Trust
Iowa
$8.73M +$425K +2,923 +5%
NM
1003
NWI Management
New York
$8.73M – – –
XF
1004
XML Financial
Maryland
$8.72M +$84.9K +584 +1%
BW
1005
Bison Wealth
Georgia
$8.71M +$1.12M +7,670 +15%
Verition Fund Management
1006
Verition Fund Management
Connecticut
$8.71M -$3.8M -26,122 -30%
SIA
1007
Soltis Investment Advisors
Utah
$8.68M +$594K +4,085 +7%
RCM
1008
Radnor Capital Management
Pennsylvania
$8.63M +$416K +2,861 +5%
Wolverine Trading
1009
Wolverine Trading
Illinois
$8.61M +$1.39M +9,709 +19%
PA
1010
Perennial Advisors
New York
$8.6M +$169K +1,164 +2%
GCA
1011
Greenwood Capital Associates
South Carolina
$8.56M -$1.79M -12,310 -17%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$8.54M -$279K -1,919 -3%
FHB
1013
First Hawaiian Bank
Hawaii
$8.53M +$459K +3,155 +6%
BCM
1014
Barometer Capital Management
Ontario, Canada
$8.53M -$365K -2,530 -4%
PFO
1015
Pathstone Family Office
New Jersey
$8.52M +$130K +942 +2%
MMA
1016
Miracle Mile Advisors
California
$8.51M +$114K +783 +1%
BFS
1017
Bard Financial Services
Connecticut
$8.5M -$69.1K -475 -0.8%
FWTB
1018
First Western Trust Bank
Colorado
$8.48M -$74.3K -511 -0.9%
BAM
1019
Boyar Asset Management
New York
$8.43M -$19.9K -137 -0.2%
FMC
1020
First Merchants Corp
Indiana
$8.42M -$198K -1,358 -2%
SGI
1021
Summit Global Investments
Utah
$8.41M +$1.36M +9,323 +19%
MCM
1022
Mengis Capital Management
Oregon
$8.41M +$107K +734 +1%
FC
1023
Fulcrum Capital
Washington
$8.39M -$281K -1,931 -3%
SIC
1024
Sigma Investment Counselors
Michigan
$8.39M -$15.3K -105 -0.2%
PGAM
1025
Princeton Global Asset Management
New Jersey
$8.37M -$875K -6,015 -9%
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