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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 %
IAG
2926
Investmark Advisory Group
Connecticut
$585K -$14.7K -101 -2%
CFG
2927
Carr Financial Group
Massachusetts
$584K -$47.4K -326 -8%
CWM
2928
Cranbrook Wealth Management
Michigan
$584K – – –
KWM
2929
Kaydan Wealth Management
Michigan
$583K – – –
SLG
2930
Stanley-Laman Group
Pennsylvania
$582K – – –
HWM
2931
Hassell Wealth Management
Louisiana
$577K – – –
LL
2932
LWMG LLC
Minnesota
$577K +$10.5K +72 +2%
MJRIC
2933
Mogy Joel R Investment Counsel
California
$577K -$25.5K -175 -4%
TC
2934
Trilogy Capital
California
$576K +$114K +735 +25%
SPWG
2935
Sage Private Wealth Group
Illinois
$575K +$291 +2 +0.1%
PCFFS
2936
Pacific Center for Financial Services
California
$574K +$436 +3 +0.1%
CTC
2937
Corundum Trust Company
South Dakota
$573K +$573K +3,940 New
HIG
2938
Heritage Investment Group
Florida
$573K – – –
CWM
2939
Centric Wealth Management
Illinois
$572K -$1.31K -9 -0.2%
SWP
2940
Semus Wealth Partners
Florida
$572K +$12.8K +88 +2%
IWA
2941
IVC Wealth Advisors
Pennsylvania
$571K +$17.6K +121 +3%
AOI
2942
Auto-Owners Insurance
Michigan
$569K – – –
GSIAS
2943
Garden State Investment Advisory Services
New Jersey
$569K +$45.6K +313 +9%
PCC
2944
Park Circle Company
Maryland
$567K – – –
TSS
2945
Thomas Story & Son
Indiana
$565K -$12.1K -83 -2%
SCM
2946
Shapiro Capital Management
Georgia
$564K – – –
MCM
2947
Monument Capital Management
Virginia
$563K +$272K +1,867 +93%
MM
2948
MQS Management
New York
$559K +$277K +1,905 +98%
DPI
2949
Diversified Portfolios Inc
Michigan
$558K -$9.31K -64 -2%
AFP
2950
Alpha Financial Partners
Kentucky
$557K -$17.5K -120 -3%
116 117
118
119 120