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 %
RW
2976
Rede Wealth
Virginia
$537K -$233K -1,599 -30%
BWA
2977
BlueSky Wealth Advisors
North Carolina
$535K +$107K +735 +25%
DWA
2978
Dougherty Wealth Advisers
Minnesota
$534K – – –
OWM
2979
OneAscent Wealth Management
Alabama
$534K +$534K +3,669 New
CI
2980
Cavalier Investments
Georgia
$533K +$32K +220 +6%
QPW
2981
Quantum Private Wealth
Florida
$532K -$567K -3,901 -52%
GCM
2982
Goldstream Capital Management
Hong Kong
$532K +$244K +1,675 +85%
IWA
2983
Inspirion Wealth Advisors
Illinois
$532K +$50.6K +348 +11%
HG
2984
Harbor Group
New Hampshire
$531K -$63.1K -434 -11%
LOIP
2985
Live Oak Investment Partners
Texas
$531K -$476K – –
YWS
2986
Yarger Wealth Strategies
Ohio
$531K -$28.2K -194 -5%
TIA
2987
Tandem Investment Advisors
South Carolina
$530K +$133K +912 +33%
NWMG
2988
National Wealth Management Group
Ohio
$530K +$530K +3,397 New
IAG
2989
Investment Advisory Group
Massachusetts
$528K +$13.1K +90 +3%
CWM
2990
Cahaba Wealth Management
Georgia
$528K -$5.09K -35 -1%
IWP
2991
Invenio Wealth Partners
Florida
$528K +$528K +3,627 New
CTWM
2992
Cherry Tree Wealth Management
Minnesota
$528K +$528K +3,627 New
PGF
2993
Plan Group Financial
Oklahoma
$527K +$527K +3,600 New
TIM
2994
Total Investment Management
Arizona
$527K +$30.3K +208 +6%
VF
2995
Vawter Financial
Ohio
$526K +$526K +1,314 New
FAG
2996
Financial Advisory Group
Texas
$526K -$13.4K -92 -2%
PSCM
2997
Per Stirling Capital Management
Texas
$525K -$4.36K -30 -0.8%
BBA
2998
Braun-Bostich & Associates
Pennsylvania
$525K +$74.6K +513 +17%
DCM
2999
Dimension Capital Management
Florida
$524K +$46.7K +321 +10%
MWP
3000
Meridian Wealth Partners
Pennsylvania
$524K +$19.2K +132 +4%
118 119
120
121 122