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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 %
CA
2776
Crewe Advisors
Utah
$745K -$67K -461 -8%
SEIA
2777
Signature Estate & Investment Advisors
California
$743K -$13.1K -90 -2%
MSWMA
2778
Market Street Wealth Management Advisors
Indiana
$741K +$74.9K +515 +11%
TCM
2779
Tributary Capital Management
Nebraska
$741K -$21.8K -150 -3%
OFW
2780
Omnia Family Wealth
Florida
$737K +$8.87K +61 +1%
TFA
2781
Tranquilli Financial Advisor
New Jersey
$736K +$5.38K +37 +0.7%
EWA
2782
Evolution Wealth Advisors
Florida
$734K +$102K +702 +16%
FCIM
2783
Fairview Capital Investment Management
California
$734K -$116K -800 -14%
MHR
2784
Matthew Hamilton Rosenberg
$731K -$124K -852 -14%
PHIC
2785
Pine Haven Investment Counsel
Massachusetts
$729K +$247K +1,698 +51%
IIA
2786
Integral Investment Advisors
California
$728K +$2.18K +15 +0.3%
JC
2787
JBF Capital
Colorado
$727K – – –
HFS
2788
Howard Financial Services
Texas
$727K +$43.3K +298 +6%
AWMG
2789
Alliance Wealth Management Group
New Jersey
$726K -$36.5K -251 -5%
HA
2790
Hofer & Associates
California
$724K -$16.7K -115 -2%
LC
2791
Landaas & Company
Wisconsin
$724K +$731 +5 +0.1%
BRG
2792
Bay Rivers Group
Virginia
$722K -$81.4K -560 -10%
BOM
2793
Bank of Marin
California
$722K -$38.7K -266 -5%
FFM
2794
Flagstone Financial Management
Nebraska
$721K +$30K +206 +4%
TA
2795
Tectonic Advisors
Texas
$721K +$150K +1,030 +26%
THWM
2796
Taylor Hoffman Wealth Management
Virginia
$721K – – –
BIMC
2797
Benson Investment Management Company
Virginia
$720K – – –
CWA
2798
CJM Wealth Advisers
Virginia
$720K +$291 +2 +0%
RPCONE
2799
Retirement Planning Company of New England
Rhode Island
$717K +$4.65K +32 +0.7%
GDP
2800
Great Diamond Partners
Maine
$716K +$8.58K +59 +1%
110 111
112
113 114