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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 %
HI
1201
Harbour Investments
Wisconsin
$6.17M +$102K +700 +2%
JIC
1202
Joel Isaacson & Co
New York
$6.16M +$51K +351 +0.8%
FMTC
1203
Farmers & Merchants Trust Company
California
$6.16M -$32.4K -223 -0.5%
SCM
1204
Sitrin Capital Management
California
$6.16M +$891K +6,124 +17%
ECM
1205
ExodusPoint Capital Management
New York
$6.16M -$16M -109,676 -72%
JGUA
1206
John G. Ullman & Associates
New York
$6.15M -$12.5K -86 -0.2%
SA
1207
Strategic Advisors
New York
$6.14M -$278K -1,909 -4%
HCM
1208
Hilton Capital Management
New York
$6.12M +$6.12M +42,067 New
BB
1209
Berkshire Bank
Massachusetts
$6.11M -$33.9K -233 -0.6%
BWS
1210
Buck Wealth Strategies
Colorado
$6.1M +$342K +2,352 +6%
1WM
1211
1900 Wealth Management
Texas
$6.1M -$15.1K -104 -0.2%
SFP
1212
Shepherd Financial Partners
Massachusetts
$6.1M +$155K +1,065 +3%
SMA
1213
Sage Mountain Advisors
Georgia
$6.1M +$81.6K +561 +1%
QCG
1214
Quadrant Capital Group
Ohio
$6.07M +$49.2K +338 +0.8%
PWS
1215
Peloton Wealth Strategists
Indiana
$6.07M -$18.6K -128 -0.3%
HCM
1216
Howland Capital Management
Massachusetts
$6.06M -$95.4K -656 -2%
LWM
1217
Laidlaw Wealth Management
New York
$6.06M +$550K +3,782 +10%
PAMG
1218
Patton Albertson Miller Group
Tennessee
$6.06M -$43.5K -299 -0.7%
PSP
1219
Principal Street Partners
Tennessee
$6.06M -$266K -1,832 -4%
EFMC
1220
Empire Financial Management Company
New York
$6.05M +$9.6K +66 +0.2%
CNBTD
1221
Citizens National Bank Trust Department
Mississippi
$6.04M -$580K -3,990 -9%
GIA
1222
Guyasuta Investment Advisors
Pennsylvania
$6.04M -$128K -882 -2%
MLIC
1223
Mandatum Life Insurance Company
Finland
$6.04M – – –
AAF
1224
Andra AP-fonden
Sweden
$6.04M -$844K -5,800 -12%
CHC
1225
City Holding Co
West Virginia
$6.03M -$136K -932 -2%
47 48
49
50 51