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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 %
SPP
2476
Single Point Partners
Massachusetts
$1.13M -$26.2K -180 -2%
SFFS
2477
Stonehage Fleming Financial Services
Jersey
$1.13M +$477K +3,876 +73%
OPOWM
2478
One Plus One Wealth Management
Florida
$1.12M -$89.4K -615 -7%
LNWTC
2479
Laird Norton Wetherby Trust Company
Washington
$1.12M – – –
PWM
2480
Purus Wealth Management
California
$1.12M +$29.2K +201 +3%
OW
2481
Olistico Wealth
Oklahoma
$1.12M +$21.7K +149 +2%
TA
2482
TCM Advisors
West Virginia
$1.12M -$1M – –
VC
2483
Veracity Capital
Georgia
$1.12M +$23.7K +163 +2%
DFS
2484
Dixon Fnancial Services
California
$1.12M -$1.75K -12 -0.2%
TWA
2485
Talisman Wealth Advisors
New Jersey
$1.12M +$873 +6 +0.1%
PG
2486
Prostatis Group
Maryland
$1.12M +$1.11M +832,729 +10,350%
GPA
2487
Garrison Point Advisors
California
$1.11M -$35.6K -245 -3%
GFA
2488
Gallagher Fiduciary Advisors
Illinois
$1.11M +$41.6K +286 +4%
BCG
2489
Breakwater Capital Group
New Jersey
$1.11M +$257K +1,764 +30%
AWA
2490
Alta Wealth Advisors
Massachusetts
$1.11M -$20.1K -138 -2%
SHFA
2491
SC&H Financial Advisors
Maryland
$1.11M +$105K +723 +11%
FBB
2492
Fulton Breakefield Broenniman
Maryland
$1.11M +$8.87K +61 +0.8%
IA
2493
IFG Advisors
Missouri
$1.11M +$1.89K +13 +0.2%
AWG
2494
Altus Wealth Group
Colorado
$1.11M +$5.96K +41 +0.5%
CAM
2495
Cubic Asset Management
Massachusetts
$1.11M -$7.85K -54 -0.7%
QWM
2496
QP Wealth Management
New Jersey
$1.1M -$29.1K -200 -3%
WWM
2497
Westwood Wealth Management
California
$1.1M +$10.9K +75 +1%
ACM
2498
Armbruster Capital Management
New York
$1.1M +$39.1K +269 +4%
D
2499
Diversified
Delaware
$1.09M -$873 -6 -0.1%
CFG
2500
Cooper Financial Group
California
$1.09M -$30.4K -209 -3%
98 99
100
101 102