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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 %
SOS
2701
Silver Oak Securities
Tennessee
$830K +$58.6K +403 +8%
GITFIT
2702
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$829K +$102K +700 +14%
WH
2703
Whitcomb & Hess
Ohio
$829K +$873 +6 +0.1%
GSAM
2704
Grant Street Asset Management
Pennsylvania
$828K +$35.5K +244 +4%
EBA
2705
Eagle Bay Advisors
New York
$826K +$14.8K +102 +2%
STAS
2706
Strong Tower Advisory Services
Minnesota
$825K +$42.8K +294 +5%
EW
2707
Element Wealth
Mississippi
$825K -$11.5K -79 -1%
CWA
2708
Clearview Wealth Advisors
Oregon
$824K -$28.7K -197 -3%
PWM
2709
PBMares Wealth Management
Virginia
$824K +$873 +6 +0.1%
OWA
2710
One Wealth Advisors
California
$824K -$22.3K -153 -3%
GPWA
2711
Great Point Wealth Advisors
Massachusetts
$823K +$15.9K +109 +2%
HAS
2712
HBW Advisory Services
California
$823K +$108K +741 +15%
VCM
2713
Vision Capital Management
Oregon
$821K -$4.22K -29 -0.5%
FB
2714
First Bancorp
Maine
$821K -$9.31K -64 -1%
WB
2715
West Bancorporation
Iowa
$817K +$71.7K +493 +10%
WRPWM
2716
Werba Rubin Papier Wealth Management
California
$816K +$25.5K +175 +3%
WF
2717
Wayfinding Financial
Washington
$816K +$55.4K +353 +7%
DCM
2718
Deuterium Capital Management
Florida
$814K +$814K +5,595 New
SFP
2719
Sandbox Financial Partners
Maryland
$813K -$2.76K -19 -0.3%
MAWAG
2720
Mid-American Wealth Advisory Group
Missouri
$812K +$812K +5,481 New
RGC
2721
Roberts, Glore & Co
Illinois
$812K -$23.3K -160 -3%
MWP
2722
Moller Wealth Partners
$811K – – –
CCM
2723
Crew Capital Management
Ohio
$810K -$105K -720 -11%
MFWP
2724
Mosaic Family Wealth Partners
Missouri
$809K -$1.45K -10 -0.2%
PA
2725
Paragon Advisors
Texas
$806K +$806K +5,543 New
107 108
109
110 111