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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 %
CG
1151
Cutler Group
California
$6.7M -$1.28M -8,790 -16%
SFG
1152
SevenBridge Financial Group
Pennsylvania
$6.7M -$49K -337 -0.7%
IEFM
1153
IQ EQ Fund Management
Ireland
$6.7M +$109K +747 +2%
WAS
1154
WESPAC Advisors SoCal
California
$6.7M +$30.7K +211 +0.5%
RIG
1155
RiverFront Investment Group
Virginia
$6.68M +$6.42M +44,115 +2,391%
O
1156
Ossiam
France
$6.68M -$47.5M -326,695 -88%
CWG
1157
Cornerstone Wealth Group
North Carolina
$6.67M -$6.69K -46 -0.1%
QI
1158
QV Investors
Alberta, Canada
$6.64M -$323K -2,220 -5%
SCA
1159
Stokes Capital Advisors
South Carolina
$6.62M +$5.38K +37 +0.1%
IFAM
1160
Institutional & Family Asset Management
Colorado
$6.58M -$760K -5,227 -10%
DSC
1161
Duncker Streett & Co
Missouri
$6.58M -$44.8K -308 -0.7%
MCM
1162
McRae Capital Management
New Jersey
$6.58M -$33K -227 -0.5%
AC
1163
Arjuna Capital
North Carolina
$6.56M +$87.8K +604 +1%
HCM
1164
Hodges Capital Management
Texas
$6.55M +$178K +1,006 +3%
IIM
1165
Ipswich Investment Management
Massachusetts
$6.55M -$10.6K -73 -0.2%
SIA
1166
Schechter Investment Advisors
Michigan
$6.52M +$111K +763 +2%
FFG
1167
Frisch Financial Group
New York
$6.5M -$958K -6,587 -13%
AC
1168
Abbrea Capital
California
$6.5M +$224K +1,542 +4%
PRC
1169
Pearl River Capital
Michigan
$6.5M +$6.5M +44,670 New
APSI
1170
Asset Planning Services Inc
Louisiana
$6.49M -$47.3K -325 -0.7%
PL
1171
Parthenon LLC
Kentucky
$6.47M -$171K -1,175 -3%
IB
1172
Intrust Bank
Kansas
$6.46M +$33K +227 +0.5%
SAM
1173
Selway Asset Management
$6.46M -$17.5K -120 -0.3%
DIP
1174
DT Investment Partners
Pennsylvania
$6.46M +$12.7K +81 +0.2%
DAC
1175
Dividend Assets Capital
South Carolina
$6.45M +$1.52M +10,438 +31%
45 46
47
48 49