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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 %
WFO
3226
Wealthgate Family Office
Colorado
$343K – – –
BC
3227
BIT Capital
Germany
$343K +$260K +1,788 +314%
MGIA
3228
Matthew Goff Investment Advisor
Texas
$342K +$104K +712 +43%
PDM
3229
Penn Davis McFarland
Texas
$342K -$15.6K -107 -4%
IIA
3230
ICW Investment Advisors
Arizona
$341K +$291 +2 +0.1%
TFGT
3231
TS Financial Group (TSFG)
Illinois
$341K -$30.1K -207 -8%
WBCM
3232
Wilson & Boucher Capital Management
California
$340K – – –
WFA
3233
WMG Financial Advisors
Tennessee
$340K +$145K +997 +74%
WW
3234
Westshore Wealth
California
$339K -$235K -1,614 -41%
SAM
3235
Sycomore Asset Management
France
$339K -$2.88M -20,810 -89%
STB
3236
S&T Bank
Pennsylvania
$339K -$16K -110 -5%
TFO
3237
Tarbox Family Office
California
$338K – – –
NWA
3238
Navis Wealth Advisors
New York
$338K +$2.76K +19 +0.8%
CMBA
3239
C.M. Bidwell & Associates
Hawaii
$338K -$3.2K -22 -0.9%
CCM
3240
Copeland Capital Management
Pennsylvania
$338K -$6.11K -42 -2%
TC
3241
Tacita Capital
Ontario, Canada
$337K – – –
CP
3242
Castleview Partners
Texas
$335K -$977K -6,720 -74%
FWM
3243
Forefront Wealth Management
Pennsylvania
$335K +$145 +1 +0%
VW
3244
Vance Wealth
California
$335K +$34.6K +238 +12%
GA
3245
GoalVest Advisory
New York
$335K +$27.8K +191 +9%
BCM
3246
Bluefin Capital Management
New York
$335K +$335K +2,300 New
BWA
3247
Beam Wealth Advisors
Louisiana
$335K +$88.7K +610 +36%
RPG
3248
Resource Planning Group
Georgia
$334K +$7.27K +50 +2%
BBWP
3249
Beacon Bridge Wealth Partners
Pennsylvania
$333K – – –
BFAG
3250
Blackston Financial Advisory Group
Florida
$333K -$28K -193 -8%
128 129
130
131 132