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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 %
EW
1026
Evexia Wealth
Wisconsin
$8.37M -$117K -749 -1%
SIM
1027
Stratos Investment Management
Ohio
$8.37M +$467K +3,210 +6%
CIA
1028
Covington Investment Advisors
Pennsylvania
$8.36M +$968K +6,655 +13%
P
1029
Paradiem
Louisiana
$8.33M – – –
HIP
1030
Harrell Investment Partners
Texas
$8.31M +$84.2K +579 +1%
AA
1031
Apriem Advisors
California
$8.3M -$65K -447 -0.8%
TMAM
1032
Tokio Marine Asset Management
Japan
$8.3M +$319K +2,194 +4%
HEIP
1033
Hudson Edge Investment Partners
New Jersey
$8.28M -$628K -4,316 -7%
III
1034
Independent Investors Inc
New York
$8.28M – – –
FCT
1035
Family Capital Trust
Massachusetts
$8.24M -$11.2K -77 -0.1%
HCA
1036
Hyperion Capital Advisors
New York
$8.24M -$1.16M -8,000 -12%
WKWM
1037
Walter & Keenan Wealth Management
Indiana
$8.23M -$143K -980 -2%
NG
1038
NatWest Group
United Kingdom
$8.22M -$104K -715 -1%
MRCM
1039
M&R Capital Management
New Jersey
$8.22M +$96.3K +663 +1%
AMI
1040
Amica Mutual Insurance
Rhode Island
$8.21M -$3.24M -22,264 -28%
RWA
1041
River Wealth Advisors
Pennsylvania
$8.19M +$262K +1,802 +3%
HFM
1042
Hartford Financial Management
Connecticut
$8.17M -$250K -1,721 -3%
MCP
1043
Martin Capital Partners
Oregon
$8.17M -$158K -1,085 -2%
IWM
1044
IHT Wealth Management
Illinois
$8.14M +$528K +3,632 +7%
PAI
1045
Pittenger & Anderson Inc
Nebraska
$8.12M +$60.6K +417 +0.8%
ECM
1046
EagleClaw Capital Management
Massachusetts
$8.11M +$73.9K +508 +0.9%
NLP
1047
Next Level Private
New York
$8.08M +$228K +1,568 +3%
WIS
1048
Wright Investors Service
Connecticut
$8.04M -$490K -3,367 -6%
BA
1049
Ballast Advisors
Minnesota
$8.03M +$67.6K +465 +0.8%
MFG
1050
Merit Financial Group
Georgia
$8.03M +$6.55K +45 +0.1%
40 41
42
43 44