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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 %
SWM
2951
Selective Wealth Management
Virginia
$557K +$557K +3,835 New
PCMC
2952
Paragon Capital Management (Colorado)
Colorado
$556K -$15.3K -105 -3%
WA
2953
Wealthstream Advisors
New York
$555K +$76.8K +528 +16%
SWM
2954
Silverlake Wealth Management
Vermont
$554K -$10.8K -74 -2%
GS
2955
GTS Securities
New York
$554K +$554K +3,812 New
CCP
2956
Cassia Capital Partners
North Carolina
$554K +$554K +3,810 New
CCM
2957
Community Capital Management
Florida
$553K -$124K -850 -18%
Jacobs Levy Equity Management
2958
Jacobs Levy Equity Management
New Jersey
$552K +$299K +2,054 +118%
LCM
2959
LCM Capital Management
Illinois
$550K -$2.62K -18 -0.5%
BWM
2960
Baron Wealth Management
Michigan
$550K -$101K -697 -16%
THL
2961
Tillman Hartley LLC
Colorado
$550K – – –
NED
2962
Nancy E. Dempze
$549K -$4.36K -30 -0.8%
PGA
2963
Portland Global Advisors
Maine
$549K -$63.8K -439 -10%
SPI
2964
Santori & Peters Inc
Pennsylvania
$547K +$1.89K +13 +0.3%
RWM
2965
RBA Wealth Management
California
$546K -$4.38M -30,084 -89%
CF
2966
Clarity Financial
Texas
$540K +$540K +3,714 New
HC
2967
Hourglass Capital
Texas
$540K – – –
PCIG
2968
Partners Capital Investment Group
Massachusetts
$539K +$539K +3,707 New
HPWM
2969
High Pines Wealth Management
Massachusetts
$539K +$1.16K +8 +0.2%
NA
2970
Nottingham Advisors
New York
$538K – – –
APWA
2971
Atlas Private Wealth Advisors
New Jersey
$538K +$270K +1,858 +101%
KBFS
2972
Kohmann Bosshard Financial Services
Ohio
$537K – – –
GFWA
2973
Grey Fox Wealth Advisors
Delaware
$537K -$325K -2,234 -38%
SA
2974
Shilanski & Associates
Alaska
$537K -$9.89K -68 -2%
RA
2975
Ruggaard & Associates
Ohio
$537K +$8K +55 +2%
117 118
119
120 121