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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 %
SAM
3126
Sequent Asset Management
Texas
$424K +$291 +2 +0.1%
HI
3127
Harrington Investments
California
$424K -$4.36K -30 -1%
JGIA
3128
Jackson Grant Investment Advisers
Connecticut
$421K +$2.18K +15 +0.5%
ML
3129
McAdam LLC
Pennsylvania
$420K +$88.9K +611 +27%
MPCL
3130
My Personal CFO LLC
Washington
$419K -$6.84K -47 -2%
HFM
3131
Harvest Fund Management
China
$419K +$95.9K +660 +30%
FWM
3132
FSA Wealth Management
Massachusetts
$418K +$4.51K +31 +1%
Financial Engines Advisors
3133
Financial Engines Advisors
California
$418K +$46.8K +322 +13%
IPW
3134
Intergy Private Wealth
Colorado
$414K +$6.25K +43 +2%
PCH
3135
PGIM Custom Harvest
New Jersey
$411K -$625K -4,297 -60%
SG
3136
Strid Group
Pennsylvania
$407K – – –
MFGM
3137
Marshall Financial Group (Maryland)
Maryland
$407K -$2.33K -16 -0.6%
MMHP
3138
Murphy Middleton Hinkle & Parker
Georgia
$405K – – –
KA
3139
Keene & Associates
Texas
$404K +$10.2K +70 +3%
TWP
3140
Tower Wealth Partners
Pennsylvania
$403K +$2.18K +15 +0.5%
IP
3141
Isthmus Partners
Wisconsin
$403K +$4.22K +29 +1%
WMS
3142
Wealth Management Solutions
Pennsylvania
$403K +$18.9K +130 +5%
CHA
3143
Cooper/Haims Advisors
New York
$401K +$17.3K +119 +5%
SFS
3144
Solitude Financial Services
Virginia
$401K -$50.2K -345 -11%
MWM
3145
Mascoma Wealth Management
New Hampshire
$400K -$184K -1,180 -32%
EP
3146
Edgestream Partners
New Jersey
$399K -$1.59M -10,942 -80%
JC
3147
Jacobs & Co
California
$399K -$291K -2,002 -42%
WFAG
3148
Wescott Financial Advisory Group
Pennsylvania
$399K -$75.1K -516 -16%
MA
3149
MKT Advisors
California
$399K – – –
PI
3150
Parkside Investments
Illinois
$399K -$124K -852 -24%
124 125
126
127 128