JPM icon

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 %
MHS
2901
M Holdings Securities
Oregon
$610K -$3.69M -25,407 -86%
VIM
2902
VELA Investment Management
Ohio
$610K – – –
ACA
2903
Affinity Capital Advisors
California
$610K +$1.16K +8 +0.2%
ZIMP
2904
Zimmermann Investment Management & Planning
Pennsylvania
$610K +$277K +1,908 +84%
SGWM
2905
Sterling Group Wealth Management
California
$608K -$2.91K -20 -0.5%
AWM
2906
Aprio Wealth Management
Georgia
$608K -$99.8K -686 -14%
CAWM
2907
Capital Advisors Wealth Management
Washington
$607K +$102K +700 +20%
MM
2908
Meridian Management
Arkansas
$607K +$41K +282 +7%
FCA
2909
Fortis Capital Advisors
Kansas
$607K -$47K -323 -7%
EWP
2910
Engrave Wealth Partners
Texas
$606K -$1.89K -13 -0.3%
WA1
2911
Wimmer Associates 1
California
$606K -$5.82K -40 -1%
LWP
2912
Lumature Wealth Partners
Georgia
$605K +$32.7K +225 +6%
SC
2913
Schoolcraft Capital
Colorado
$604K +$176K +1,213 +41%
TA
2914
TrueWealth Advisors
Alabama
$601K -$6.4K -44 -1%
KWS
2915
Keystone Wealth Services
California
$601K +$9.75K +67 +2%
WIA
2916
World Investment Advisors
California
$598K +$166K +1,139 +38%
SSG
2917
Summit Securities Group
New York
$597K -$61.6K -424 -9%
MWM
2918
Maltin Wealth Management
New Jersey
$597K -$107K -737 -15%
FFWM
2919
Future Financial Wealth Management
Ohio
$596K -$145K -1,000 -20%
OAM
2920
Oberweis Asset Management
Illinois
$596K +$436 +3 +0.1%
FRA
2921
Frank Rimerman Advisors
California
$593K – – –
CCA
2922
Cottonwood Capital Advisors
Utah
$592K -$18K -124 -3%
FA
2923
Financial Advisors
Massachusetts
$590K – – –
VP
2924
Verum Partners
North Carolina
$588K +$588K +4,040 New
DOA
2925
D'Orazio & Associates
Virginia
$587K +$80K +550 +16%
115 116
117
118 119