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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 %
DDC
1476
DF Dent & Co
Maryland
$4.25M -$1.12M -7,730 -21%
AFG
1477
Atomi Financial Group
New York
$4.22M +$30.5K +210 +0.7%
SMI
1478
Shelter Mutual Insurance
Missouri
$4.22M – – –
MCM
1479
MV Capital Management
Maryland
$4.22M -$235K -1,614 -5%
ZCI
1480
Zevenbergen Capital Investments
Washington
$4.21M +$11.6K +80 +0.3%
LSAG
1481
Lake Street Advisors Group
New Hampshire
$4.2M -$98.5K -677 -2%
PCA
1482
Peddock Capital Advisors
Massachusetts
$4.2M +$51.6K +355 +1%
CRCM
1483
Crystal Rock Capital Management
Illinois
$4.19M – – –
RBA
1484
Richard Bernstein Advisors
New York
$4.19M -$7.13M -48,994 -63%
KHLMVGHM
1485
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.18M -$5.76M -40,063 -58%
CPC
1486
Congress Park Capital
New York
$4.18M -$205K -1,411 -5%
GA
1487
GFS Advisors
Texas
$4.17M – – –
VWMG
1488
Virginia Wealth Management Group
Virginia
$4.16M -$61.8K -425 -1%
TFA
1489
Transamerica Financial Advisors
Florida
$4.16M +$233K +1,603 +6%
PSB
1490
Piscataqua Savings Bank
New Hampshire
$4.16M -$2.91K -20 -0.1%
HCM
1491
Hall Capital Management
Rhode Island
$4.15M +$99K +681 +2%
DS
1492
DRW Securities
Illinois
$4.14M -$2.45M -16,848 -37%
FBFS
1493
First Business Financial Services
Wisconsin
$4.14M +$26K +179 +0.6%
FNBOMD
1494
First National Bank of Mount Dora
Florida
$4.14M -$491K -3,374 -11%
SFG
1495
StrategIQ Financial Group
Indiana
$4.14M +$52.8K +363 +1%
CT
1496
Clearstead Trust
Maine
$4.13M +$4.51K +34 +0.1%
BO
1497
Bank OZK
Arkansas
$4.12M -$391K -2,686 -9%
AIM
1498
Athena Investment Management
California
$4.12M -$14.3K -98 -0.3%
TWM
1499
TriaGen Wealth Management
California
$4.11M +$3.43M +23,553 +501%
P
1500
Pitcairn
Pennsylvania
$4.09M -$95.6K -657 -2%
58 59
60
61 62