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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 %
WTB
701
Washington Trust Bank
Washington
$16.1M +$349K +2,400 +2%
CNBT
702
Canandaigua National Bank & Trust
New York
$16.1M -$355K -2,442 -2%
BMCM
703
Bryn Mawr Capital Management
Pennsylvania
$16M -$2.25M -15,461 -12%
IWC
704
Integrated Wealth Concepts
Massachusetts
$16M +$1.3M +8,918 +9%
TYCC
705
Texas Yale Capital Corp
Florida
$15.9M -$9.16K -63 -0.1%
OHIS
706
Oak Harvest Investment Services
Texas
$15.8M +$5.98M +41,150 +61%
GIM
707
Grassi Investment Management
California
$15.8M +$436 +3 +0%
SIMG
708
Sonora Investment Management Group
Arizona
$15.7M +$202K +1,387 +1%
BIC
709
Beach Investment Counsel
Pennsylvania
$15.7M +$5M +34,355 +47%
CWM
710
Cabot Wealth Management
Massachusetts
$15.6M -$98.3K -676 -0.6%
WC
711
Whitney & Co
New York
$15.6M +$175K +1,205 +1%
WIC
712
Willis Investment Counsel
Georgia
$15.6M -$4.03M -27,742 -21%
CIA
713
Choate Investment Advisors
Massachusetts
$15.5M +$1.36M +9,368 +10%
MIA
714
MainStreet Investment Advisors
Illinois
$15.5M -$469K -3,222 -3%
CWM
715
Curi Wealth Management
North Carolina
$15.5M -$798K -5,486 -5%
CTA
716
Colonial Trust Advisors
South Carolina
$15.5M -$66.9K -460 -0.4%
AIM
717
Avity Investment Management
Connecticut
$15.3M -$294K -2,022 -2%
LNC
718
Lincoln National Corp
Pennsylvania
$15.3M +$350K +2,408 +2%
TIP
719
Torray Investment Partners
Maryland
$15.3M +$83.9K +577 +0.6%
WB
720
Webster Bank
Connecticut
$15.3M -$321K -2,208 -2%
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.3M +$77.4K +532 +0.5%
BFA
722
Bragg Financial Advisors
North Carolina
$15.3M +$207K +1,420 +1%
AHC
723
Anderson Hoagland & Co
Missouri
$15.1M -$102K -703 -0.7%
TSW
724
Thompson Siegel & Walmsley
Virginia
$15.1M -$65.2K -448 -0.4%
WFMPM
725
Woodley Farra Manion Portfolio Management
Indiana
$15.1M -$151K -1,039 -1%
27 28
29
30 31