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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
$7.1B
2
Barclays
Barclays
United Kingdom
$1.23B
3
State Street
State Street
Massachusetts
$18.4B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$722M
5
Morgan Stanley
Morgan Stanley
New York
$9.12B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$61.8M
2
Bank of America
Bank of America
North Carolina
$8.12B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Capital World Investors
Capital World Investors
California
$5.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
$39.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
3376
Smith Shellnut Wilson
Mississippi
$266K -$40K -275 -13%
AWP
3377
Abacus Wealth Partners
California
$265K +$25.3K +174 +11%
HSG
3378
Helen Stephens Group
Texas
$264K +$2.91K +20 +1%
SWMG
3379
Sanchez Wealth Management Group
Florida
$264K +$145 +1 +0.1%
AAM
3380
Ameraudi Asset Management
New York
$264K – – –
SHWM
3381
Smith & Howard Wealth Management
Georgia
$264K -$7.85K -54 -3%
VLC
3382
Van Leeuwen & Company
New Jersey
$264K +$8.5K +58 +3%
GSIS
3383
Global Strategic Investment Solutions
Arizona
$263K +$582 +4 +0.2%
WFPG
3384
Waller Financial Planning Group
Ohio
$262K -$873 -6 -0.3%
KPWG
3385
KFA Private Wealth Group
Virginia
$262K -$3.64K -25 -1%
WA
3386
Waterford Advisors
New York
$261K -$3.2K -22 -1%
RA
3387
Riverstone Advisors
Texas
$261K +$261K +1,792 New
CWA
3388
Clarus Wealth Advisors
Arizona
$260K -$6.21K -43 -2%
EA
3389
Echo45 Advisors
California
$258K -$14.4K -99 -5%
RIM
3390
Rockbridge Investment Management
New York
$256K – – –
RAG
3391
RIA Advisory Group
Iowa
$256K -$8.67K -60 -3%
BBW
3392
Blue Barn Wealth
Utah
$256K -$20.1K -138 -7%
DJYG
3393
David J. Yvars Group
Florida
$256K +$7.56K +52 +3%
DWM
3394
Denver Wealth Management
Colorado
$254K -$13.1K -90 -5%
CP
3395
Capital Planning
Washington
$254K -$8.44K -58 -3%
SFA
3396
Seneca Financial Advisors
New York
$254K +$254K +1,744 New
LAM
3397
Lifestyle Asset Management
Texas
$254K +$8K +55 +3%
MSFP
3398
Mark Sheptoff Financial Planning
Connecticut
$253K – – –
NRWA
3399
North Ridge Wealth Advisors
Oregon
$252K – – –
FZCM
3400
Flynn Zito Capital Management
New York
$252K +$19.6K +135 +8%
134 135
136
137 138