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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
1
Fidelity Investments
Massachusetts
$7.1B
2
Barclays
2
Barclays
United Kingdom
$1.23B
3
State Street
3
State Street
Massachusetts
$18.4B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$722M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.12B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$61.8M
2
Bank of America
2
Bank of America
North Carolina
$8.12B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Capital World Investors
4
Capital World Investors
California
$5.58B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
3551
Dunhill Financial
United Kingdom
$155K +$155K +1,053 New
SCA
3552
Sander Capital Advisors
Washington
$154K – – –
CPG
3553
Cornerstone Planning Group
New Jersey
$154K +$154K +1,055 New
HFS
3554
HBC Financial Services
Washington
$152K +$15.3K +100 +11%
MFA
3555
McClarren Financial Advisors
Pennsylvania
$151K +$58.4K +404 +63%
CFS
3556
CGC Financial Services
Oregon
$150K +$150K +1,034 New
NOI
3557
Newton One Investments
Delaware
$149K +$1.02K +7 +0.7%
TA
3558
Teramo Advisors
Florida
$145K – – –
IWP
3559
IAG Wealth Partners
Wisconsin
$145K -$29.1K -200 -17%
CWA
3560
Core Wealth Advisors
Florida
$144K +$11.8K +81 +9%
NNPTE
3561
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$144K -$521K -3,579 -78%
HIM
3562
Hillsdale Investment Management
Ontario, Canada
$141K -$18.9K -130 -12%
TCCM
3563
Timber Creek Capital Management
Massachusetts
$139K +$1.16K +8 +0.8%
RDIA
3564
RE Dickinson Investment Advisors
Iowa
$139K – – –
OAJ
3565
Ogorek Anthony Joseph
New York
$138K -$1.74K -12 -1%
Capstone Investment Advisors
3566
Capstone Investment Advisors
New York
$137K +$137K +939 New
2L
3567
25 LLC
Missouri
$134K +$1.19K +8 +0.9%
FSWA
3568
Financial Synergies Wealth Advisors
Texas
$128K -$10.2K -70 -7%
SFCL
3569
Strengthening Families & Communities LLC
Massachusetts
$127K +$108K +742 +566%
PPWM
3570
PFG Private Wealth Management
Florida
$126K -$51.8K -356 -29%
OBWP
3571
O'Brien Wealth Partners
Massachusetts
$119K +$6.83K +47 +6%
WAM
3572
WFA Asset Management
Wisconsin
$115K +$728 +5 +0.6%
IPW
3573
Impact Partnership Wealth
Georgia
$111K +$111K +761 New
GAG
3574
Goodman Advisory Group
Massachusetts
$109K -$5.83M -40,098 -98%
MFT
3575
Moisand Fitzgerald Tamayo
Florida
$109K -$8.73K -60 -7%
141 142
143
144 145