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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 %
SBIA
876
Sheaff Brock Investment Advisors
Indiana
$11.1M -$4.08M -28,025 -27%
AIMCA
877
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.1M – – –
BONST
878
Bank of Nova Scotia Trust
Ontario, Canada
$11.1M +$743K +5,107 +7%
NSAM
879
North Star Asset Management
Wisconsin
$11.1M +$255K +1,754 +2%
WF
880
WoodTrust Financial
Wisconsin
$11M +$305K +2,100 +3%
BWFA
881
Baltimore-Washington Financial Advisors
Maryland
$11M -$4.78M -32,878 -30%
GAB
882
German American Bancorp
Indiana
$11M +$44.9K +309 +0.4%
CWM
883
Circle Wealth Management
New Jersey
$11M +$48.9K +336 +0.4%
AWAG
884
ARS Wealth Advisors Group
Florida
$10.9M -$206K -1,415 -2%
NSEDCP
885
NJ State Employees Deferred Compensation Plan
New Jersey
$10.9M – – –
SIC
886
SFE Investment Counsel
California
$10.9M -$64.9K -446 -0.6%
WIC
887
WealthBridge Investment Counsel
Alberta, Canada
$10.8M -$5.82K -40 -0.1%
TCM
888
Twin Capital Management
Pennsylvania
$10.8M +$370K +2,541 +4%
Group One Trading
889
Group One Trading
Illinois
$10.8M -$16.6M -114,268 -61%
AC
890
Addenda Capital
Quebec, Canada
$10.8M -$2.16M -14,865 -17%
ST
891
Spinnaker Trust
Maine
$10.7M +$57.4K +395 +0.5%
EVM
892
Evelyn V. Moreno
$10.7M -$549K -3,778 -5%
VC
893
Vestor Capital
Illinois
$10.7M -$32.4K -223 -0.3%
GCMG
894
Gyroscope Capital Management Group
Florida
$10.7M -$63.1K -434 -0.6%
ATPW
895
Ashton Thomas Private Wealth
Arizona
$10.7M +$1.36M +9,359 +15%
HT
896
Heritage Trust
Oklahoma
$10.6M +$706K +4,856 +7%
CCT
897
Chemung Canal Trust
New York
$10.6M +$1.31M +9,006 +14%
AIA
898
Allied Investment Advisors
Montana
$10.6M +$287K +1,972 +3%
BFM
899
Boston Financial Management
Massachusetts
$10.6M +$584K +4,016 +6%
CCG
900
Cypress Capital Group
Florida
$10.6M +$1.08M +7,447 +11%
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