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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 %
AIMC
651
Alley Investment Management Company
Illinois
$18.4M -$33.2K -228 -0.2%
NCM
652
Narwhal Capital Management
Georgia
$18.4M -$737K -5,070 -4%
LW
653
Linscomb Wealth
Texas
$18.3M -$276K -1,895 -1%
B
654
Bailard
California
$18.3M -$35.1K -241 -0.2%
MC
655
Miramar Capital
Illinois
$18.3M -$161K -1,104 -0.9%
CANC
656
Culbertson A N & Co
Virginia
$18.2M +$134K +924 +0.7%
PWM
657
Perigon Wealth Management
California
$18.2M +$7.48M +51,416 +70%
CHAM
658
Clear Harbor Asset Management
Connecticut
$18.2M +$3.31M +22,735 +22%
FAB
659
First American Bank
Illinois
$18.1M -$598K -4,114 -3%
TW
660
Transform Wealth
Colorado
$18M +$126K +868 +0.7%
TA
661
TruWealth Advisors
Louisiana
$18M +$496K +3,407 +3%
KFP
662
KMG Fiduciary Partners
Ohio
$17.9M +$648K +4,453 +4%
BHIA
663
Birch Hill Investment Advisors
Massachusetts
$17.8M -$177K -1,215 -1%
MWM
664
Meridian Wealth Management
Kentucky
$17.8M +$82.8K +569 +0.5%
GCA
665
Guardian Capital Advisors
Ontario, Canada
$17.7M -$854K -5,762 -5%
Credit Agricole
666
Credit Agricole
France
$17.6M -$947K -6,511 -5%
PCMF
667
Private Capital Management (Florida)
Florida
$17.6M +$15.9M +109,588 +984%
NRG
668
Nemes Rush Group
Michigan
$17.5M +$17.5M +120,358 New
LF
669
Longbow Finance
Switzerland
$17.5M +$5.53M +38,014 +46%
PA
670
Parallel Advisors
California
$17.4M -$84.6K -582 -0.5%
SC
671
Savant Capital
Illinois
$17.4M +$4.75M +32,637 +37%
M
672
MOTCO
Texas
$17.4M -$327K -2,251 -2%
AFCM
673
Applied Finance Capital Management
Puerto Rico
$17.4M +$1.13M +7,762 +7%
GVAG
674
Great Valley Advisor Group
Delaware
$17.3M +$894K +6,145 +5%
PMG
675
ProVise Management Group
Florida
$17.3M +$968K +6,656 +6%
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