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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 %
KCM
3001
Kathmere Capital Management
Pennsylvania
$523K +$8.73K +60 +2%
AAG
3002
Armstrong Advisory Group
Massachusetts
$522K -$48.4K -333 -8%
AWAU
3003
Alliance Wealth Advisors (Utah)
Utah
$521K +$9.02K +62 +2%
AMCA
3004
Arthur M. Cohen & Associates
Illinois
$521K -$58.2K -400 -10%
LFA
3005
Laraway Financial Advisors
Minnesota
$520K -$29.1K -200 -5%
SP
3006
Successful Portfolios
Florida
$519K -$507K -3,486 -49%
BRA
3007
Bender Robert & Associates
California
$519K -$74.5K -512 -13%
HIA
3008
HTG Investment Advisors
Connecticut
$518K +$14.5K +100 +3%
KC
3009
Kenfarb & Co
Kentucky
$518K -$4.36K -30 -0.8%
CFO
3010
Collective Family Office
Pennsylvania
$517K -$17.3K -119 -3%
SFWC
3011
Strategic Family Wealth Counselors
New Jersey
$516K +$90.8K +624 +21%
HA
3012
HC Advisors
Georgia
$515K -$89.2K -613 -15%
FCM
3013
Fourpath Capital Management
Oklahoma
$515K -$5.09K -35 -1%
CIA
3014
Cascade Investment Advisors
Oregon
$515K +$10.9K +75 +2%
Fuller & Thaler Asset Management
3015
Fuller & Thaler Asset Management
California
$514K -$2.33K -16 -0.5%
CCB
3016
Cutter & Co Brokerage
Missouri
$514K +$14K +96 +3%
PCM
3017
Piedmont Capital Management
Montana
$513K -$45K -309 -8%
NG
3018
Northstar Group
New York
$510K -$87.1K -599 -15%
CC
3019
Codex Capital
New York
$509K +$218K +1,500 +75%
I2I
3020
Insight 2811 Inc
Illinois
$509K -$153K -1,051 -23%
PPW
3021
Pasadena Private Wealth
California
$509K +$5.67K +39 +1%
BWM
3022
Brown Wealth Management
Illinois
$508K +$508K +3,496 New
1W
3023
1776 Wealth
Georgia
$508K +$2.18K +15 +0.4%
ADMI
3024
Albert D. Mason Inc
Massachusetts
$507K – – –
JCM
3025
Jacobsen Capital Management
Utah
$506K -$19.9K -137 -4%
119 120
121
122 123