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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 %
GIA
851
Gladstone Institutional Advisory
Florida
$11.6M +$1.35M +9,278 +13%
AF
852
Allworth Financial
California
$11.6M -$483K -3,319 -4%
ACM
853
Ardent Capital Management
Ohio
$11.6M +$118K +813 +1%
QCM
854
Quantinno Capital Management
New York
$11.6M +$1.19M +8,206 +12%
GH
855
GAM Holding
Switzerland
$11.5M -$16.3K -112 -0.1%
SAM
856
Strategy Asset Managers
California
$11.5M +$683K +4,697 +6%
SAM
857
Socorro Asset Management
Texas
$11.5M – – –
WCM
858
Whitener Capital Management
North Carolina
$11.4M -$92.6K -637 -0.8%
MOS
859
MGO One Seven
Ohio
$11.4M -$2.48M -17,051 -18%
WAM
860
Winslow Asset Management
Ohio
$11.4M -$74.8K -514 -0.7%
SB
861
Simmons Bank
Arkansas
$11.4M -$413K -2,837 -3%
CCM
862
Coldstream Capital Management
Washington
$11.4M -$159K -1,090 -1%
KWMG
863
King Wealth Management Group
Florida
$11.4M +$266K +1,828 +2%
AAS
864
Annex Advisory Services
Wisconsin
$11.3M +$442K +3,037 +4%
VAS
865
Valicenti Advisory Services
New York
$11.3M +$52.6K +362 +0.5%
HI
866
Horizon Investments
North Carolina
$11.3M -$1.74M -12,024 -13%
GP
867
Girard Partners
Pennsylvania
$11.3M -$294K -2,024 -3%
TCM
868
Telos Capital Management
California
$11.2M -$352K -2,419 -3%
CIS
869
Connors Investor Services
Pennsylvania
$11.2M +$9.74M +67,004 +675%
PAIM
870
Punch & Associates Investment Management
Minnesota
$11.2M -$158K -1,085 -1%
FSA
871
Fort Sheridan Advisors
Illinois
$11.2M +$112K +768 +1%
SWIG
872
Strategic Wealth Investment Group
Kentucky
$11.2M +$1.62M +11,172 +17%
1SB
873
1ST Source Bank
Indiana
$11.2M -$74.9K -515 -0.7%
ISB
874
Iowa State Bank
Iowa
$11.1M -$269K -1,851 -2%
MYLI
875
Meiji Yasuda Life Insurance
Japan
$11.1M +$640K +4,403 +6%
33 34
35
36 37