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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 %
BWM
2626
Bulltick Wealth Management
Florida
$929K -$517K -3,555 -36%
LAS
2627
LWM Advisory Services
Florida
$928K +$10.6K +73 +1%
RP
2628
Riverbridge Partners
Minnesota
$927K – – –
AIP
2629
Almanack Investment Partners
Pennsylvania
$927K -$160K -1,100 -15%
WDG
2630
Wealth Dimensions Group
Ohio
$926K +$98.6K +678 +12%
SL
2631
Sentry LLC
Tennessee
$922K +$1.45K +10 +0.2%
VCM
2632
Vivaldi Capital Management
Illinois
$920K +$15.7K +108 +2%
GC
2633
GFG Capital
Florida
$920K -$27.1K -186 -3%
OFS
2634
OneAscent Financial Services
Alabama
$918K +$380K +2,611 +71%
AWA
2635
Aletheian Wealth Advisors
Washington
$917K +$656K +4,510 +252%
MAM
2636
McLean Asset Management
Virginia
$915K +$8.44K +58 +0.9%
CFD
2637
Creative Financial Designs
Indiana
$913K -$56.7K -390 -6%
LPAM
2638
Lodestar Private Asset Management
California
$910K +$16.7K +115 +2%
BAM
2639
BOS Asset Management
Illinois
$910K +$28.9K +199 +3%
GIP
2640
Greatmark Investment Partners
Georgia
$909K -$14.5K -100 -2%
LF
2641
Lantz Financial
Illinois
$907K +$75.9K +522 +9%
SC
2642
Solstein Capital
California
$906K +$145 +1 +0%
SWM
2643
Shakespeare Wealth Management
Wisconsin
$903K +$16.7K +115 +2%
ME
2644
McIlrath & Eck
Washington
$903K +$16K +110 +2%
PIAS
2645
PCA Investment Advisory Services
Ohio
$902K -$11.9K -82 -1%
P
2646
&Partners
Tennessee
$898K -$29.1K -200 -3%
CPA
2647
Cardiff Park Advisors
California
$895K -$310K -2,133 -26%
BFG
2648
Berger Financial Group
Minnesota
$893K +$1.75K +12 +0.2%
CCM
2649
Chiron Capital Management
Florida
$888K -$247K -1,700 -22%
PWAC
2650
Private Wealth Advisors (California)
California
$887K -$3.49K -24 -0.4%
104 105
106
107 108