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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 %
SAS
3026
Stelac Advisory Services
New York
$506K -$58.6K -403 -10%
MRWM
3027
ML&R Wealth Management
Texas
$505K -$1.89K -13 -0.4%
KIC
3028
Keating Investment Counselors
Florida
$504K -$397K -2,730 -44%
MF
3029
Meridian Financial
Massachusetts
$503K – – –
FA
3030
Forefront Analytics
Pennsylvania
$502K +$5.24K +36 +1%
HPM
3031
Hoxton Planning & Management
West Virginia
$501K +$26.6K +183 +6%
MPAM
3032
Murphy Pohlad Asset Management
Minnesota
$500K – – –
KAM
3033
KEB Asset Management
Illinois
$500K -$5.24K -36 -1%
TF
3034
Trek Financial
Arizona
$499K -$25.9K -178 -5%
UL
3035
Unionview LLC
Washington
$498K -$24.7K -170 -5%
IFO
3036
Independent Family Office
New York
$498K – – –
KFG
3037
Kingdom Financial Group
Arizona
$497K +$497K +3,417 New
BA
3038
Bridge Advisory
California
$496K +$31.8K +219 +7%
FCT
3039
First Community Trust
Iowa
$495K -$77.1K -530 -13%
MF
3040
Montis Financial
Massachusetts
$494K -$21.1K -145 -4%
TPW
3041
Tiller Private Wealth
Pennsylvania
$494K +$8.29K +57 +2%
SWM
3042
Shelton Wealth Management
Texas
$493K +$5.96K +41 +1%
BDA
3043
Borer Denton & Associates
Pennsylvania
$492K – – –
JCM
3044
J2 Capital Management
Michigan
$492K +$142K +979 +41%
SAM
3045
S.A. Mason
Michigan
$489K – – –
FSC
3046
Full Sail Capital
Oklahoma
$488K +$10.5K +72 +2%
MWM
3047
Merriman Wealth Management
Washington
$487K -$56.7K -390 -10%
FGA
3048
Fortis Group Advisors
New Jersey
$487K +$436 +3 +0.1%
GM
3049
GeoWealth Management
Illinois
$486K +$150K +1,033 +45%
UCB
3050
United Community Bank
South Carolina
$485K +$105K +725 +28%
120 121
122
123 124