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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 %
TWM
2876
Tanager Wealth Management
United Kingdom
$634K +$56.3K +387 +10%
ECM
2877
Elgethun Capital Management
South Dakota
$634K -$2.69M -18,465 -81%
FNC
2878
First National Corp
Massachusetts
$633K -$1.75K -12 -0.3%
TFF
2879
The Family Firm
Maryland
$632K +$2.76K +19 +0.4%
SDAM
2880
Shulman DeMeo Asset Management
New York
$631K +$6.98K +48 +1%
SIM
2881
SSI Investment Management
California
$630K -$138K -950 -18%
TAIM
2882
TD Ameritrade Investment Management
Nebraska
$630K -$148K -1,019 -19%
JCM
2883
Jag Capital Management
Missouri
$629K -$30.7K -211 -5%
NP
2884
Ninepoint Partners
Ontario, Canada
$629K -$57.7K -397 -8%
ACM
2885
AUA Capital Management
Pennsylvania
$628K -$105K -725 -14%
SFG
2886
Sunburst Financial Group
Alabama
$627K +$39.6K +272 +7%
HWA
2887
Hillcrest Wealth Advisors
New Jersey
$627K – – –
ONST
2888
Old North State Trust
North Carolina
$626K – – –
HAM
2889
Hedges Asset Management
Nevada
$625K – – –
SWA
2890
Sax Wealth Advisors
New Jersey
$621K – – –
AAM
2891
Alphadyne Asset Management
New York
$620K +$620K +4,265 New
CGH
2892
CMG Global Holdings
Texas
$620K +$2.47K +17 +0.4%
NVIM
2893
New Vernon Investment Management
Illinois
$619K – – –
GHA
2894
Granite Harbor Advisors
Texas
$618K +$15.7K +108 +3%
EA
2895
Ellsworth Advisors
Ohio
$616K +$34.9K +240 +6%
WAM
2896
Wallington Asset Management
Indiana
$616K +$65.5K +450 +12%
ABLA
2897
Alan B. Lancz & Associates
Ohio
$616K – – –
BAG
2898
Bridgewealth Advisory Group
California
$615K -$28.7K -197 -4%
RHDIC
2899
R.H. Dinel Investment Counsel
California
$613K -$54.5K -375 -8%
AFG
2900
Arkansas Financial Group
Arkansas
$611K -$35.1K -241 -5%
114 115
116
117 118