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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 %
RCM
2826
Requisite Capital Management
Texas
$682K – – –
FPCG
2827
Forum Private Client Group
Indiana
$681K +$2.04K +14 +0.3%
UWPG
2828
Ullmann Wealth Partners Group
Florida
$681K -$1.6K -11 -0.2%
EWA
2829
ERTS Wealth Advisors
Michigan
$680K +$14K +96 +2%
DAM
2830
Diamant Asset Management
Connecticut
$679K – – –
I
2831
InceptionR
California
$677K +$677K +4,654 New
DIA
2832
Davidson Investment Advisors
Montana
$676K – – –
SPI
2833
Sutton Place Investors
New York
$676K +$6.11K +42 +0.9%
FC
2834
FCA Corp
Texas
$674K -$6.4K -44 -0.9%
RCG
2835
Rock Creek Group
District of Columbia
$673K +$144K +993 +27%
CSWG
2836
Cardinal Strategic Wealth Guidance
Kentucky
$673K -$1.3K -9 -0.2%
AT
2837
Avalon Trust
New Mexico
$670K +$47.3K +325 +8%
PA
2838
PFW Advisors
Georgia
$670K +$670K +4,337 New
SRSA
2839
S.R. Schill & Associates
Washington
$670K +$64.7K +445 +11%
SAA
2840
Southeast Asset Advisors
Georgia
$670K +$873 +6 +0.1%
BIA
2841
Benchmark Investment Advisors
Illinois
$669K +$1.45K +10 +0.2%
LGG
2842
Luts & Greenleigh Group
Maryland
$669K +$103K +705 +18%
PCI
2843
Planning Center Inc
Illinois
$667K +$15.7K +108 +2%
MC
2844
Matisse Capital
Oregon
$666K – – –
CAM
2845
Concorde Asset Management
Michigan
$666K -$17.1K -109 -3%
DE
2846
Day & Ennis
Georgia
$665K +$33.2K +228 +5%
EIA
2847
Eldridge Investment Advisors
New Hampshire
$663K +$32K +220 +5%
HI
2848
Humankind Investments
New York
$662K -$50.5K -347 -7%
MIM
2849
Merrion Investment Management
New Jersey
$661K – – –
LWM
2850
Liberty Wealth Management
California
$660K -$386K -2,655 -37%
112 113
114
115 116