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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 %
SIC
3276
SJS Investment Consulting
Ohio
$323K -$9.31K -64 -3%
MAM
3277
Milestone Asset Management
Pennsylvania
$322K -$18.9K -130 -6%
RWM
3278
Ruedi Wealth Management
Illinois
$321K – – –
ACP
3279
Arcus Capital Partners
Georgia
$321K +$727 +5 +0.2%
LFA
3280
Level Financial Advisors
New York
$319K +$12.9K +89 +4%
MFGP
3281
Marshall Financial Group (Pennsylvania)
Pennsylvania
$319K -$338K -2,324 -51%
SAF
3282
Smith Anglin Financial
Texas
$319K +$2.04K +14 +0.6%
HCM
3283
Hutchinson Capital Management
California
$318K +$436 +3 +0.1%
EWA
3284
Encompass Wealth Advisors
Oregon
$318K +$436 +3 +0.1%
CCA
3285
Childress Capital Advisors
Texas
$317K -$197K -1,355 -38%
MF
3286
Manchester Financial
California
$317K +$61.4K +422 +24%
TFA
3287
Teamwork Financial Advisors
Texas
$317K -$727K -4,995 -70%
KFS
3288
Kaizen Financial Strategies
California
$316K +$593 +4 +0.2%
FAFN
3289
First Affirmative Financial Network
Colorado
$316K +$316K +2,172 New
BWCS
3290
Beirne Wealth Consulting Services
Connecticut
$315K – – –
RWA
3291
Rooted Wealth Advisors
Illinois
$315K +$67.1K +464 +27%
CFG
3292
Compton Financial Group
Maryland
$315K – – –
AWM
3293
Act Wealth Management
Texas
$313K -$19.3K -133 -6%
CMI
3294
Clare Market Investments
Texas
$312K -$145K -999 -32%
GCM
3295
G2 Capital Management
Ohio
$309K – – –
HKIMG
3296
Hutchens & Kramer Investment Management Group
Indiana
$308K +$13.8K +95 +5%
AWM
3297
Alterna Wealth Management
Texas
$308K -$58.2K -400 -16%
IDA
3298
Intelligence Driven Advisers
California
$308K +$63.2K +441 +26%
GFL
3299
Granite FO LLC
New Hampshire
$307K -$509K -3,500 -62%
IA
3300
Inspire Advisors
Idaho
$306K +$46.4K +319 +18%
130 131
132
133 134