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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 %
WP
2551
WealthSpring Partners
California
$1.03M -$2.91K -20 -0.3%
ARMT
2552
Amica Retiree Medical Trust
Rhode Island
$1.03M -$354K -2,434 -26%
KFA
2553
Kelleher Financial Advisors
New York
$1.03M +$873 +6 +0.1%
SCA
2554
Sandy Cove Advisors
Massachusetts
$1.03M +$302K +2,074 +42%
SOW
2555
State of Wyoming
Wyoming
$1.03M -$36.1K -248 -3%
TWM
2556
Thrive Wealth Management
Pennsylvania
$1.03M +$51.8K +356 +5%
APW
2557
Austin Private Wealth
Texas
$1.02M +$39.1K +269 +4%
BA
2558
Bluesphere Advisors
Pennsylvania
$1.02M +$1.89K +13 +0.2%
MIC
2559
Meridian Investment Counsel
California
$1.02M +$1.16K +8 +0.1%
HWP
2560
Highline Wealth Partners
California
$1.02M – – –
MSWM
2561
McGlone Suttner Wealth Management
Wisconsin
$1.01M +$45.7K +314 +5%
EBSAM
2562
Eubel Brady & Suttman Asset Management
Ohio
$1.01M -$1.6K -11 -0.2%
WFG
2563
Wills Financial Group
Virginia
$1.01M +$7.42K +51 +0.7%
CG
2564
Clifford Group
Massachusetts
$1.01M +$112K +770 +12%
SB
2565
Sunflower Bank
Texas
$1.01M +$1.45K +10 +0.1%
GSC
2566
Grey Street Capital
Illinois
$1M +$418K +2,875 +71%
KWM
2567
Kolinsky Wealth Management
New Jersey
$1M +$43.2K +301 +4%
SWP
2568
Summit Wealth Partners
Florida
$1M -$4.8K -33 -0.5%
CGFA
2569
Colton Groome Financial Advisors
North Carolina
$1M +$319K +2,195 +47%
PA
2570
Probity Advisors
Texas
$1M +$1M +6,876 New
AWM
2571
AllSquare Wealth Management
New York
$995K – – –
WWM
2572
Wagner Wealth Management
South Carolina
$995K +$44.1K +303 +5%
PVM
2573
Palogic Value Management
Texas
$992K – – –
CHA
2574
Carmichael Hill & Associates
Maryland
$992K -$290K -1,995 -23%
5SA
2575
5th Street Advisors
Connecticut
$991K +$172K +1,180 +21%
101 102
103
104 105