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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 %
MLA
2001
MB, Levis & Associates
Pennsylvania
$2.1M -$3.93K -27 -0.2%
FPAS
2002
Focus Partners Advisor Solutions
Missouri
$2.1M -$140K -963 -6%
KA
2003
Klingman & Associates
New York
$2.09M +$50.6K +348 +2%
CPSC
2004
Carl P. Sherr & Co
Massachusetts
$2.09M -$2.33K -16 -0.1%
HCM
2005
Highlander Capital Management
New Jersey
$2.08M +$145K +1,000 +8%
LC
2006
LCNB Corp
Ohio
$2.07M +$93.8K +645 +5%
NME
2007
Notis-McConarty Edward
$2.06M -$29.1K -200 -1%
LI
2008
Lafayette Investments
Maryland
$2.06M -$658K -4,526 -24%
PWAM
2009
Pinnacle West Asset Management
Wyoming
$2.06M +$27.6K +190 +1%
HVP
2010
Hudson Value Partners
Florida
$2.06M -$1.49M -10,275 -42%
SFG
2011
Summit Financial Group
West Virginia
$2.06M -$1.45K -10 -0.1%
BCFD
2012
Boit C.F. David
$2.06M – – –
FGI
2013
Foresight Global Investors
New York
$2.06M – – –
IIL
2014
Insight Inv LLC
California
$2.05M +$220K +1,510 +12%
HFP
2015
Holistic Financial Partners
Indiana
$2.05M +$102K +703 +5%
WHC
2016
Wulff, Hansen & Co
California
$2.05M -$46.5K -320 -2%
Tudor Investment Corp
2017
Tudor Investment Corp
Connecticut
$2.05M +$2.05M +14,082 New
PH
2018
Pinnacle Holdings
Oklahoma
$2.05M +$582 +4 +0%
PWMG
2019
Prestige Wealth Management Group
New Jersey
$2.05M -$63.4K -436 -3%
USB
2020
Union Savings Bank
Connecticut
$2.05M +$2.05M +12,951 New
RL
2021
Ruffer LLP
United Kingdom
$2.05M -$9.45K -65 -0.5%
CHJWM
2022
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.04M -$9.67K -62 -0.5%
SCI
2023
Stableford Capital II
Arizona
$2.04M +$2.04M +13,258 New
CIM
2024
Chapman Investment Management
California
$2.03M -$50.9K -350 -2%
DFA
2025
Delta Financial Advisors
Louisiana
$2.03M +$30.8K +212 +2%
79 80
81
82 83