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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 %
MBTD
1301
Mechanics Bank - Trust Department
California
$5.39M -$17.3K -119 -0.3%
CWM
1302
Cordatus Wealth Management
Pennsylvania
$5.38M +$1.74M +11,930 +48%
BHC
1303
Bowen Hanes & Co
Florida
$5.37M +$117K +807 +2%
BFC
1304
Blue Fin Capital
Rhode Island
$5.36M +$1.77M +12,138 +49%
BA
1305
Baugh & Associates
Georgia
$5.35M +$80.9K +556 +2%
SAI
1306
Systematic Alpha Investments
New Jersey
$5.35M – – –
FCMT
1307
Founders Capital Management (Texas)
Texas
$5.32M -$168K -1,158 -3%
JIP
1308
Jaffetilchin Investment Partners
Florida
$5.3M +$232K +1,593 +5%
VWM
1309
Valley Wealth Managers
New Jersey
$5.28M -$454K -3,124 -8%
WANY
1310
Wealthspire Advisors (New York)
New York
$5.27M +$436K +2,996 +9%
VMPIC
1311
Varma Mutual Pension Insurance Co
Finland
$5.25M – – –
BA
1312
Bridgewater Advisors
New York
$5.25M +$15.6K +107 +0.3%
PAM
1313
Paradigm Asset Management
New York
$5.25M -$1.15M -7,900 -18%
RI
1314
Redwood Investments
Massachusetts
$5.24M -$156K -1,073 -3%
EAM
1315
EULAV Asset Management
Florida
$5.24M -$436K -3,000 -8%
RMSCM
1316
R.M. Sincerbeaux Capital Management
New York
$5.22M -$291K -2,000 -5%
CAM
1317
Close Asset Management
United Kingdom
$5.22M +$450K +3,095 +9%
SFI
1318
SPC Financial Inc
Maryland
$5.21M -$9.31K -64 -0.2%
LC
1319
Lindbrook Capital
California
$5.21M +$567K +3,897 +12%
OC
1320
Optimas Capital
Hong Kong
$5.21M +$5.21M +35,800 New
JFGIW
1321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.19M +$518K +3,564 +11%
SNB
1322
Security National Bank
Nebraska
$5.19M -$94.2K -648 -2%
EP
1323
Eudaimonia Partners
Tennessee
$5.18M +$230K +1,581 +5%
LT
1324
Legacy Trust
Michigan
$5.18M -$200K -1,378 -4%
CS
1325
Comerica Securities
Michigan
$5.17M -$176K -1,211 -3%
51 52
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