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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 %
LFG
3051
Lockerman Financial Group
California
$484K +$4.65K +32 +1%
C
3052
CEDRUS
Colorado
$484K -$18.2K -125 -4%
HAS
3053
Holland Advisory Services
Florida
$483K – – –
WPW
3054
Watershed Private Wealth
Illinois
$483K +$28.2K +194 +6%
GJIA
3055
Glass Jacobson Investment Advisors
Maryland
$482K +$482K +3,312 New
WMC
3056
Westwood Management Corporation
Illinois
$480K -$291K -2,000 -38%
GC
3057
Guidance Capital
Kentucky
$480K +$480K +3,107 New
ACM
3058
Advance Capital Management
Michigan
$478K +$56.7K +390 +13%
PGWM
3059
Pitti Group Wealth Management
New York
$478K +$25.3K +174 +6%
GCP
3060
GSA Capital Partners
United Kingdom
$477K -$2.26M -15,512 -83%
KOC
3061
Koss-Olinger Consulting
Florida
$477K -$14.6K -100 -3%
WCG
3062
Weaver Consulting Group
California
$472K +$8.44K +58 +2%
CSWM
3063
Cassady Schiller Wealth Management
Ohio
$472K +$5.96K +41 +1%
PFG
3064
Prosperity Financial Group
California
$470K +$104K +716 +28%
IGGA
3065
Iron Gate Global Advisors
Utah
$469K -$4.07K -28 -0.9%
DAM
3066
Deltec Asset Management
New York
$469K – – –
MSE
3067
MUFG Securities EMEA
United Kingdom
$469K -$1.94M -13,320 -81%
IFU
3068
iSAM Funds (UK)
United Kingdom
$468K +$33.5K +230 +8%
WFM
3069
Wolff Financial Management
Michigan
$468K – – –
WAM
3070
WNY Asset Management
New York
$464K -$14.4K -99 -3%
TCM
3071
Teza Capital Management
Illinois
$464K -$39.9K -274 -8%
GAM
3072
Gemmer Asset Management
California
$464K -$9.6K -66 -2%
SPWG
3073
Syntegra Private Wealth Group
Missouri
$462K – – –
WSWA
3074
Warren Street Wealth Advisors
California
$461K +$231K +1,585 +100%
LFS
3075
Legacy Financial Strategies
Kansas
$460K +$92.9K +639 +25%
121 122
123
124 125