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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 %
FM
926
Freemont Management
Switzerland
$10M – – –
PA
927
Procyon Advisors
Connecticut
$10M +$2.13M +14,628 +27%
C
928
Certuity
Florida
$10M +$466K +3,206 +5%
DAS
929
Dynamic Advisor Solutions
Arizona
$9.99M +$419K +2,883 +4%
GRP
930
Global Retirement Partners
California
$9.98M +$862K +5,928 +9%
WSCM
931
Wellington Shields Capital Management
New York
$9.96M -$15.3M -104,881 -60%
TF
932
Tompkins Financial
New York
$9.95M -$409K -2,809 -4%
XWM
933
Xcel Wealth Management
Florida
$9.95M -$61.8K -425 -0.6%
FIA
934
Foundations Investment Advisors
Arizona
$9.93M +$989K +6,803 +11%
VI
935
Vestcor Inc
New Brunswick, Canada
$9.93M -$152K -1,047 -2%
JAM
936
JCIC Asset Management
Ontario, Canada
$9.9M -$560K -3,850 -5%
VIM
937
Vinva Investment Management
Australia
$9.89M -$960K -6,695 -9%
AWM
938
Axxcess Wealth Management
California
$9.86M -$3.35M -23,002 -25%
DCM
939
Dupont Capital Management
Delaware
$9.84M +$27.1K +186 +0.3%
CSPIA
940
Cary Street Partners Investment Advisory
Virginia
$9.83M +$1.31M +9,000 +15%
ECG
941
Edge Capital Group
Georgia
$9.8M -$5.61M -38,586 -36%
BOC
942
Barbara Oil Co
Illinois
$9.74M – – –
TCBWMS
943
Texas Capital Bank Wealth Management Services
Texas
$9.72M +$59.9K +412 +0.6%
GLLW
944
Graves Light Lenhart Wealth
Virginia
$9.7M -$171K -1,177 -2%
SFO
945
Stokes Family Office
Louisiana
$9.69M +$284K +1,953 +3%
OCM
946
One Capital Management
California
$9.67M +$76.1K +523 +0.8%
NGA
947
Naples Global Advisors
Florida
$9.6M +$264K +1,816 +3%
BMM
948
Buffington Mohr McNeal
Idaho
$9.53M -$516K -3,550 -5%
TI
949
Tidal Investments
Wisconsin
$9.52M +$1.76M +12,065 +23%
LWANC
950
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.51M -$243K -1,674 -2%
36 37
38
39 40