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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 %
KWM
726
Kingsview Wealth Management
Oregon
$15.1M -$167K -1,149 -1%
CA
727
CSM Advisors
Pennsylvania
$15M -$602K -4,140 -4%
RCP
728
Rothschild Capital Partners
New York
$15M – – –
FG
729
Fiduciary Group
Georgia
$14.9M -$62.5K -430 -0.4%
FAT
730
First American Trust
California
$14.9M -$20.2K -139 -0.1%
TTWM
731
TCV Trust & Wealth Management
Virginia
$14.9M -$191K -1,314 -1%
SS
732
Simplicity Solutions
Minnesota
$14.9M +$478K +3,288 +3%
UAS
733
United Asset Strategies
New York
$14.9M -$1.37M -9,421 -8%
WS
734
Wedbush Securities
California
$14.9M -$1.44M -9,878 -9%
JWM
735
JGP Wealth Management
Oregon
$14.8M +$102K +702 +0.7%
FA
736
Fiduciary Alliance
South Carolina
$14.8M +$317K +2,180 +2%
VAS
737
Vestmark Advisory Solutions
Massachusetts
$14.8M -$321K -2,209 -2%
PWP
738
Perfromance Wealth Partners
Illinois
$14.7M -$955K -6,603 -6%
UBV
739
United Bank (Virginia)
Virginia
$14.7M -$52.5K -361 -0.4%
BBI
740
Baxter Bros Inc
Connecticut
$14.6M -$547K -3,758 -4%
Hudson Bay Capital Management
741
Hudson Bay Capital Management
Connecticut
$14.5M – – –
TPCW
742
TD Private Client Wealth
New York
$14.5M -$372K -2,560 -3%
BBHC
743
Brown Brothers Harriman & Co
New York
$14.5M -$966K -6,645 -6%
VCA
744
Verdence Capital Advisors
Maryland
$14.4M +$469K +3,228 +3%
CC
745
Courier Capital
New York
$14.3M +$2.81M +19,350 +24%
BCM
746
BTC Capital Management
Iowa
$14.3M -$410K -2,798 -3%
FFBTD
747
First Financial Bank - Trust Division
Ohio
$14.3M -$367K -2,520 -2%
NEAM
748
New England Asset Management
Connecticut
$14.3M – – –
NB
749
NBT Bank
New York
$14.2M -$162K -1,111 -1%
YC
750
Yarbrough Capital
Tennessee
$14.2M – – –
28 29
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