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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 %
GWM
2526
Gray Wealth Management
Maine
$1.06M -$6.55K -45 -0.6%
GSWM
2527
Greenup Street Wealth Management
Michigan
$1.06M -$11.1K -76 -1%
PIA
2528
Pinion Investment Advisors
Kansas
$1.06M +$194K +1,334 +22%
PIA
2529
Powell Investment Advisors
Florida
$1.06M – – –
PSFG
2530
Prairie Sky Financial Group
Illinois
$1.05M +$1.05M +7,232 New
KIG
2531
Kessler Investment Group
Indiana
$1.05M -$104K -714 -9%
HI
2532
Hoey Investments
Pennsylvania
$1.05M +$238K +1,634 +29%
SSWM
2533
Strait & Sound Wealth Management
California
$1.05M -$62.4K -429 -6%
OBGC
2534
O'Brien Greene & Co
Pennsylvania
$1.05M – – –
MAM
2535
Meeder Asset Management
Ohio
$1.05M -$129K -889 -11%
AF
2536
Affiance Financial
Minnesota
$1.05M +$7.56K +52 +0.7%
JWM
2537
Jupiter Wealth Management
Colorado
$1.05M +$1.05M +7,187 New
SC
2538
Sierra Capital
Florida
$1.04M +$3.49K +24 +0.3%
BWP
2539
Balboa Wealth Partners
Arizona
$1.04M +$79K +543 +8%
FCFS
2540
First Command Financial Services
Texas
$1.04M +$31.7K +218 +3%
FCB
2541
First Command Bank
Texas
$1.04M +$31.7K +218 +3%
GC
2542
Garde Capital
Washington
$1.04M +$509K +3,500 +96%
FOA
2543
Five Oceans Advisors
California
$1.04M -$14.1K -97 -1%
CWP
2544
Core Wealth Partners
California
$1.04M +$18K +124 +2%
CICI
2545
Capital Investment Counsel Inc
North Carolina
$1.04M +$33.7K +232 +3%
OCM
2546
Objective Capital Management
Ohio
$1.04M -$55.6K -382 -5%
CIA
2547
Cladis Investment Advisory
Montana
$1.03M +$17.9K +123 +2%
ACA
2548
Atlas Capital Advisors
Wyoming
$1.03M +$125K +860 +14%
DA
2549
Denali Advisors
California
$1.03M +$14.5K +100 +1%
FAG
2550
Fortitude Advisory Group
Washington
$1.03M -$130K -895 -11%
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