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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 %
CIP
1351
Capital Insight Partners
Arizona
$4.98M -$106K -726 -2%
SCP
1352
Sandhill Capital Partners
New York
$4.98M -$486K -3,341 -9%
RSWM
1353
Robertson Stephens Wealth Management
California
$4.98M +$810K +5,566 +19%
PMAM
1354
Picton Mahoney Asset Management
Ontario, Canada
$4.97M -$365K -2,510 -7%
AAM
1355
Augustine Asset Management
Florida
$4.97M -$6.4K -44 -0.1%
TAM
1356
Trust Asset Management
Texas
$4.97M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1357
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.97M -$16.2M -111,620 -77%
GC
1358
Giverny Capital
Quebec, Canada
$4.96M +$155K +1,069 +3%
HCM
1359
Hollencrest Capital Management
California
$4.96M +$909K +6,250 +22%
HH
1360
Hilltop Holdings
Texas
$4.96M +$209K +1,439 +4%
NAM
1361
NTV Asset Management
West Virginia
$4.94M +$145K +1,000 +3%
FLI
1362
Family Legacy Inc
South Carolina
$4.94M -$582 -4 -0%
CSPAM
1363
Cary Street Partners Asset Management
Virginia
$4.93M +$7.42K +51 +0.2%
FFN
1364
Focus Financial Network
Minnesota
$4.92M -$206K -1,416 -4%
KA
1365
Kovack Advisors
Florida
$4.92M +$1.27M +8,700 +35%
CAM
1366
Centre Asset Management
New York
$4.92M +$130K +896 +3%
AF
1367
Advisornet Financial
Minnesota
$4.92M -$6.11K -42 -0.1%
PG
1368
Patten Group
Tennessee
$4.92M +$110K +757 +2%
UF
1369
Univest Financial
Pennsylvania
$4.91M -$30.8K -212 -0.6%
SCM
1370
SOL Capital Management
Maryland
$4.91M – – –
BJL
1371
Brighton Jones LLC
Washington
$4.87M +$246K +1,689 +5%
CCM
1372
Coerente Capital Management
Ontario, Canada
$4.87M +$42.2K +290 +0.9%
BBWA
1373
Bell & Brown Wealth Advisors
California
$4.86M +$106K +731 +2%
GC
1374
Globeflex Capital
California
$4.86M – – –
PKC
1375
Palmer Knight Company
Florida
$4.85M +$176K +1,210 +4%
53 54
55
56 57