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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 %
AFO
2726
Allie Family Office
Florida
$806K – – –
FMI
2727
F/M Investments
District of Columbia
$805K +$35.3K +243 +5%
ARC
2728
Advisor Resource Council
Texas
$803K -$3.41M -23,474 -81%
BAM
2729
Bellevue Asset Management
Washington
$801K +$436 +3 +0.1%
CCM
2730
Carlson Capital Management
Minnesota
$801K +$19.3K +133 +2%
ES
2731
Eagle Strategies
New York
$800K +$11.2K +77 +1%
CFO
2732
Callan Family Office
Pennsylvania
$797K +$19.3K +133 +2%
HFA
2733
High Falls Advisors
New York
$794K +$2.47K +17 +0.3%
DIM
2734
Delta Investment Management
California
$794K +$15.9K +109 +2%
DWM
2735
Dechtman Wealth Management
Colorado
$793K +$793K +5,456 New
ACM
2736
Arcataur Capital Management
Wisconsin
$791K +$791K +5,442 New
CA
2737
Cambridge Advisors
Nebraska
$790K -$587K -4,038 -43%
BC
2738
Belmont Capital
California
$790K +$32.9K +226 +4%
CCT
2739
Capital City Trust
Florida
$789K -$31K -213 -4%
BWA
2740
Burt Wealth Advisors
Maryland
$789K -$27.3K -188 -3%
CA
2741
Crumly & Associates
Illinois
$788K -$2.18K -15 -0.3%
AFG
2742
ABLE Financial Group
Arizona
$787K +$117K +804 +17%
CF
2743
Copperwynd Financial
Arizona
$787K +$7.27K +50 +0.9%
IAIM
2744
Industrial Alliance Investment Management
Quebec, Canada
$785K -$49.9M -342,832 -98%
SVCP
2745
Silicon Valley Capital Partners
California
$785K +$91.2K +627 +13%
KIA
2746
KLR Investment Advisors
Rhode Island
$781K -$31.9K -219 -4%
MWM
2747
McNaughton Wealth Management
California
$779K +$8.73K +60 +1%
IHL
2748
Investment House LLC
California
$778K -$10.9K -75 -1%
WIC
2749
Wilkins Investment Counsel
Massachusetts
$778K -$7.27K -50 -0.9%
RPGK
2750
Retirement Planning Group (Kansas)
Kansas
$776K +$31.7K +218 +4%
108 109
110
111 112