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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 %
WLPWM
2751
Walled Lake Planning & Wealth Management
Illinois
$774K -$3.35K -23 -0.4%
CAM
2752
Cidel Asset Management
Ontario, Canada
$774K – – –
BDF
2753
Black Diamond Financial
Maryland
$771K -$62.8K -432 -8%
OWA
2754
Opal Wealth Advisors
New York
$770K +$280K +1,925 +57%
GCS
2755
Gordian Capital (Singapore)
Singapore
$768K – – –
HS
2756
Horan Securities
United States
$766K +$228K +1,568 +42%
MFG
2757
Menard Financial Group
Texas
$766K -$2.33K -16 -0.3%
ORAM
2758
One River Asset Management
Connecticut
$765K +$45.6K +317 +6%
EFH
2759
Eaton Financial Holdings
Florida
$762K -$5.82K -40 -0.8%
DI
2760
Diligent Investors
California
$762K +$27.3K +188 +4%
JF
2761
Joule Financial
Kentucky
$761K +$44.1K +303 +6%
TCOO
2762
Trust Company of Oklahoma
Oklahoma
$761K -$44.4K -305 -6%
WIM
2763
Westside Investment Management
California
$761K – – –
DA
2764
Drake & Associates
Wisconsin
$758K +$2.33K +16 +0.3%
PCM
2765
Perritt Capital Management
Illinois
$756K – – –
LI
2766
LVZ Inc
Michigan
$756K -$4.65K -32 -0.6%
PCMC
2767
Private Capital Management (Colorado)
Colorado
$755K -$90.5K -622 -11%
KIG
2768
Kennedy Investment Group
New Jersey
$755K -$70.8K -487 -9%
Harris Associates
2769
Harris Associates
Illinois
$753K -$189K -1,300 -20%
CAM
2770
Campion Asset Management
Virginia
$753K +$16K +110 +2%
AWAP
2771
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$753K +$30.1K +207 +4%
SNBOSD
2772
Security National Bank of So Dak
Iowa
$751K +$751K +5,166 New
OPW
2773
Oxler Private Wealth
New York
$748K +$12.9K +89 +2%
CMANY
2774
Capital Management Associates (New York)
New York
$746K – – –
NFP
2775
Narus Financial Partners
Utah
$745K -$147K -1,010 -16%
109 110
111
112 113