JPM icon

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 %
SL
2676
Salomon & Ludwin
Virginia
$856K -$1.16K -8 -0.1%
CSI
2677
Cross Staff Investments
New York
$855K +$145 +1 +0%
MTC
2678
McDaniel Terry & Co
Texas
$854K -$86.1K -592 -9%
KC
2679
Kingfisher Capital
North Carolina
$854K +$60.5K +416 +8%
SAM
2680
Summit Asset Management
Tennessee
$852K -$33.3K -229 -4%
SCA
2681
St. Clair Advisors
Ohio
$852K +$80.6K +554 +10%
FFA
2682
Fi3 Financial Advisors
Indiana
$850K -$42K -289 -5%
KFA
2683
Krane Funds Advisors
New York
$849K -$38.4K -264 -4%
HFA
2684
Highland Financial Advisors
New Jersey
$849K +$145 +1 +0%
WA
2685
WealthTrust Axiom
Pennsylvania
$848K -$2.76K -19 -0.3%
BSSFA
2686
Baron Silver Stevens Financial Advisors
Florida
$848K +$319K +2,195 +60%
CIG
2687
Cascade Investment Group
Colorado
$847K -$8.73K -60 -1%
AWM
2688
Avaii Wealth Management
Wisconsin
$847K +$12.1K +83 +1%
FHC
2689
First Heartland Consultants
Missouri
$846K -$90.3K -621 -10%
LAI
2690
Legal Advantage Investments
California
$846K – – –
LJHT
2691
Laurie J. Hall Trustee
$845K -$37.8K -260 -4%
RCA
2692
Reitz Capital Advisors
Michigan
$844K -$3.05K -21 -0.4%
SIS
2693
Sound Income Strategies
Florida
$842K +$34.3K +236 +4%
OLA
2694
Oliver Luxxe Assets
New Jersey
$841K -$1.45K -10 -0.2%
FW
2695
FirstPurpose Wealth
Utah
$838K +$7.56K +52 +0.9%
WAG
2696
Wallace Advisory Group
California
$837K – – –
SWM
2697
Sendero Wealth Management
Texas
$836K +$836K +5,749 New
BPFA
2698
Barnes Pettey Financial Advisors
Mississippi
$835K -$1.6K -11 -0.2%
PFT
2699
Providence First Trust
Arizona
$834K – – –
CFA
2700
Cahill Financial Advisors
Minnesota
$834K +$293K +2,017 +54%
106 107
108
109 110