JPM icon

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 %
MWM
3251
Madison Wealth Management
Ohio
$333K +$12.7K +87 +4%
TC
3252
Truvestments Capital
Florida
$333K +$27.2K +187 +9%
WFA
3253
Websterrogers Financial Advisors
South Carolina
$332K +$2.18K +15 +0.7%
GB
3254
Goepper Burkhardt
South Carolina
$331K +$2.62K +18 +0.8%
SNBOSCI
3255
Security National Bank of Sioux City Iowa
Iowa
$331K +$331K +2,273 New
NCMW
3256
Northern Capital Management (Washington)
Washington
$330K – – –
NSG
3257
Nalls Sherbakoff Group
Tennessee
$329K -$6.11K -45 -2%
HAFS
3258
Hapanowicz & Associates Financial Services
Pennsylvania
$329K – – –
PW
3259
Peninsula Wealth
California
$329K +$49K +337 +18%
IVP
3260
Intrinsic Value Partners
Arizona
$328K – – –
JSAM
3261
J. Safra Asset Management
New York
$328K – – –
PC
3262
Permit Capital
Pennsylvania
$327K – – –
KC
3263
Kinloch Capital
Virginia
$327K -$23.1K -159 -7%
CHP
3264
Cable Hill Partners
Oregon
$327K -$10K -69 -3%
CNWM
3265
Clay Northam Wealth Management
California
$326K -$2.91K -20 -0.9%
WP
3266
Wealthspan Partners
Iowa
$325K -$10.8K -74 -3%
RIA
3267
Richwood Investment Advisors
Ohio
$325K -$90.5K -622 -22%
LAM
3268
Lakewood Asset Management
Illinois
$324K +$1.31K +9 +0.4%
VFP
3269
Verus Financial Partners
Virginia
$324K -$36.8K -235 -10%
TC
3270
TAGStone Capital
North Carolina
$324K -$13.5K -93 -4%
CWM
3271
Campbell Wealth Management
Virginia
$324K +$14.6K +100 +5%
CRG
3272
Cornerstone Retirement Group
Nevada
$324K +$26K +179 +9%
CYG
3273
Clean Yield Group
Vermont
$324K – – –
GCL
3274
Gouws Capital LLC
North Carolina
$324K – – –
SM
3275
Sensible Money
Arizona
$323K -$5.09K -35 -2%
129 130
131
132 133