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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 %
RWM
2801
Reston Wealth Management
Virginia
$714K +$16.3K +112 +2%
GWSG
2802
GPS Wealth Strategies Group
Colorado
$711K -$59.9K -412 -8%
FPGK
2803
Financial Partners Group (Kansas)
Kansas
$711K -$88.6K -568 -11%
EFM
2804
E Fund Management
China
$710K -$84.8K -583 -11%
HC
2805
Hamilton Capital
Ohio
$706K -$109K -752 -13%
IA
2806
Insight Advisors
Pennsylvania
$704K +$62.1K +427 +10%
VWM
2807
Vigilare Wealth Management
Arizona
$704K -$9.31K -64 -1%
SFG
2808
Sovereign Financial Group
Connecticut
$702K +$44.5K +306 +7%
LF
2809
Lee Financial
Texas
$701K -$25.2K -173 -3%
SFP
2810
Sweet Financial Partners
Minnesota
$700K -$8.44K -58 -1%
WDA
2811
Wendell David Associates
New Hampshire
$699K -$10.9K -75 -2%
PAG
2812
Paladin Advisory Group
Iowa
$696K +$1.89K +13 +0.3%
TLP
2813
Trinity Legacy Partners
Texas
$693K -$27.6K -190 -4%
HWM
2814
Horizon Wealth Management
Illinois
$692K +$2.04K +14 +0.3%
LA
2815
Latitude Advisors
Florida
$691K -$222K -1,526 -24%
MWM
2816
MinichMacGregor Wealth Management
New York
$690K -$19.6K -135 -3%
TCM
2817
Triumph Capital Management
Colorado
$689K -$111K -761 -14%
GG
2818
GenWealth Group
New Jersey
$688K – – –
WCM
2819
Wedge Capital Management
North Carolina
$688K +$333K +2,290 +94%
APW
2820
Axim Planning & Wealth
Ohio
$686K +$10.6K +73 +2%
CWM
2821
Centurion Wealth Management
Virginia
$686K +$25K +172 +4%
RWI
2822
Red Wave Investments
Pennsylvania
$686K +$9.45K +65 +1%
WAM
2823
Weinberger Asset Management
California
$684K +$44.5K +306 +7%
PWS
2824
Private Wealth Strategies
Ohio
$684K +$9.89K +68 +1%
DAM
2825
Derbend Asset Management
Georgia
$683K +$103K +710 +18%
111 112
113
114 115