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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 %
KCM
2651
KLK Capital Management
California
$887K -$46.8K -322 -5%
SFM
2652
Systematic Financial Management
New Jersey
$884K – – –
TA
2653
TFB Advisors
Kansas
$882K +$458K +3,152 +108%
FC
2654
Financial Council
Maryland
$881K -$21.8K -150 -2%
BAM
2655
Beaumont Asset Management
Texas
$881K +$5.24K +36 +0.6%
MAG
2656
MRA Advisory Group
New Jersey
$880K -$121K -830 -12%
IGWM
2657
ICA Group Wealth Management
Colorado
$880K -$2.63M -18,052 -75%
LGA
2658
Lebenthal Global Advisors
New York
$878K +$165K +1,133 +23%
OFS
2659
Oldfather Financial Services
Nebraska
$876K -$43.5K -299 -5%
BCM
2660
Barden Capital Management
Texas
$875K – – –
PFA
2661
Pathway Financial Advisors
Vermont
$875K +$582 +4 +0.1%
RPWA
2662
Regent Peak Wealth Advisors
Georgia
$874K +$4.36K +30 +0.5%
CA
2663
Centerpoint Advisors
Massachusetts
$872K -$1.89K -13 -0.2%
VCM
2664
Viewpoint Capital Management
Washington
$868K – – –
AFT
2665
Alpha Family Trust
California
$865K +$40K +275 +5%
AA
2666
Advisory Alpha
Michigan
$865K +$391K +2,687 +82%
SCM
2667
SKBA Capital Management
California
$863K – – –
BCM
2668
Brown Capital Management
Maryland
$862K – – –
DEM
2669
Disciplined Equity Management
Florida
$860K -$8.29K -57 -1%
FCM
2670
Firestone Capital Management
Florida
$860K +$21.6K +141 +3%
PAG
2671
Powers Advisory Group
Illinois
$860K +$32.6K +224 +4%
DAM
2672
Doheny Asset Management
California
$859K – – –
BFA
2673
Buttonwood Financial Advisors
Maryland
$858K +$81.2K +558 +10%
HWMG
2674
Hurlow Wealth Management Group
Indiana
$858K -$1.6K -11 -0.2%
CCA
2675
Cravens & Co Advisors
Tennessee
$858K -$727 -5 -0.1%
105 106
107
108 109