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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 %
SCA
2576
Sippican Capital Advisors
Massachusetts
$990K -$15.4K -106 -2%
WC
2577
Winmill & Co
New York
$989K – – –
BWM
2578
Birchcreek Wealth Management
Ohio
$985K +$111K +763 +13%
GWS
2579
Glassman Wealth Services
Virginia
$983K -$46.4K -319 -5%
GIM
2580
Greylin Investment Management
Virginia
$982K -$14.5K -100 -1%
SFS
2581
Stiles Financial Services
Minnesota
$981K +$26K +179 +3%
SFS
2582
Security Financial Services
Indiana
$980K +$57.6K +396 +6%
CPA
2583
Capital Planning Advisors
California
$979K +$141K +972 +17%
WWC
2584
Waypoint Wealth Counsel
Georgia
$979K -$12.2K -84 -1%
TIM
2585
Tortoise Investment Management
New York
$977K +$223K +1,532 +30%
V
2586
ViaWealth
Kansas
$977K +$1.46K +10 +0.1%
CQS
2587
Credential Qtrade Securities
$977K +$176K +1,207 +22%
DFCM
2588
Dark Forest Capital Management
Puerto Rico
$975K +$590K +4,057 +153%
NCM
2589
Northside Capital Management
Oregon
$974K -$21.8K -150 -2%
RWPA
2590
Richard W. Paul & Associates
Michigan
$974K +$46.2K +318 +5%
TA
2591
TKG Advisors
Indiana
$972K -$270K -1,859 -22%
PIC
2592
Portland Investment Counsel
Ontario, Canada
$972K -$14.6K -100 -1%
HVM
2593
Harvest Volatility Management
Connecticut
$971K -$6.84K -47 -0.7%
PC
2594
Port Capital
Illinois
$970K +$184K +1,265 +23%
RB
2595
Rodgers Brothers
Pennsylvania
$968K +$7.56K +52 +0.8%
IIM
2596
InTrack Investment Management
Vermont
$966K -$23.7K -163 -2%
BC
2597
Barrett & Company
Rhode Island
$965K +$71.6K +492 +8%
RMCM
2598
Reynders McVeigh Capital Management
Massachusetts
$963K +$492K +3,384 +105%
BWA
2599
Bordeaux Wealth Advisors
California
$963K +$19.6K +135 +2%
RG
2600
Renaissance Group
Kentucky
$963K -$31.4K -216 -3%
102 103
104
105 106