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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 %
RA
2501
Rational Advisors
New York
$1.09M +$336K +2,312 +44%
SIA
2502
Schear Investment Advisers
Ohio
$1.09M +$374K +2,572 +52%
SFG
2503
Sather Financial Group
Texas
$1.09M -$727 -5 -0.1%
LFM
2504
Lumina Fund Management
New York
$1.09M – – –
FMN
2505
Financial Management Network
California
$1.09M +$733 +5 +0.1%
AA
2506
Alta Advisers
United Kingdom
$1.09M – – –
PWP
2507
Pursue Wealth Partners
California
$1.09M -$41.4K -285 -4%
RLWM
2508
RF&L Wealth Management
Massachusetts
$1.09M – – –
LIA
2509
LBMC Investment Advisors
Tennessee
$1.09M – – –
RW
2510
REDW Wealth
New Mexico
$1.09M +$48.1K +331 +5%
EFL
2511
ERn Financial LLC
Wisconsin
$1.08M +$32.4K +223 +3%
AAP
2512
Arax Advisory Partners
Colorado
$1.08M +$61.1K +420 +6%
LWM
2513
Lionsbridge Wealth Management
Florida
$1.08M -$40.1K -276 -4%
PIMJS
2514
PKO Investment Management Joint-Stock
Poland
$1.08M +$1.08M +7,403 New
BHBT
2515
Burke & Herbert Bank & Trust
Virginia
$1.08M -$90.6K -623 -8%
CWA
2516
CM Wealth Advisors
Ohio
$1.07M +$450K +2,870 +72%
RVPG
2517
Relative Value Partners Group
$1.07M +$40.6K +279 +4%
COCM
2518
Charter Oak Capital Management
New Hampshire
$1.07M +$32.4K +223 +3%
PWP
2519
Phillips Wealth Planners
Mississippi
$1.07M +$159K +1,096 +17%
CCA
2520
Column Capital Advisors
Indiana
$1.07M -$329K -2,263 -23%
ACM
2521
AlphaStar Capital Management
North Carolina
$1.07M +$30K +206 +3%
DG
2522
DMC Group
Alabama
$1.07M +$76.2K +524 +8%
FPWM
2523
FSB Premier Wealth Management
Iowa
$1.07M -$36.1K -248 -3%
IIM
2524
Ironwood Investment Management
Massachusetts
$1.07M – – –
SIG
2525
Spinnaker Investment Group
California
$1.07M -$73K -502 -6%
99 100
101
102 103