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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 %
IPW
951
Invictus Private Wealth
Colorado
$9.49M -$131K -899 -1%
AAM
952
AR Asset Management
California
$9.49M -$320K -2,200 -3%
MYIA
953
Mount Yale Investment Advisors
Colorado
$9.47M -$597K -4,106 -6%
FNB
954
Farmers National Bank
Kentucky
$9.45M -$131K -899 -1%
BOH
955
Bank of Hawaii
Hawaii
$9.43M -$32.6K -224 -0.3%
VWA
956
Visionary Wealth Advisors
Illinois
$9.43M -$129K -888 -1%
DWM
957
Dorchester Wealth Management
Quebec, Canada
$9.42M -$62.5K -430 -0.7%
CC
958
Constitution Capital
Connecticut
$9.37M -$22.4K -154 -0.2%
WTFG
959
Wells Trecaso Financial Group
Ohio
$9.36M +$43.2K +297 +0.5%
CCP
960
Clough Capital Partners
Massachusetts
$9.34M +$247K +1,700 +3%
HBT
961
Hills Bank & Trust
Iowa
$9.33M -$114K -782 -1%
AF
962
Alerus Financial
North Dakota
$9.33M +$319K +2,192 +4%
LOPW
963
Live Oak Private Wealth
North Carolina
$9.32M +$29.8K +205 +0.3%
S
964
SignatureFD
Georgia
$9.32M +$425K +2,921 +5%
BP
965
Ballentine Partners
Massachusetts
$9.3M +$313K +2,151 +3%
IA
966
IFP Advisors
Florida
$9.27M -$4.42M -30,356 -32%
BHPW
967
Beverly Hills Private Wealth
California
$9.24M +$3.25M +20,856 +54%
GFG
968
Greystone Financial Group
Michigan
$9.23M +$3.88M +26,671 +72%
BFO
969
Boston Family Office
Massachusetts
$9.21M -$8.29K -57 -0.1%
HRC
970
Hoertkorn Richard Charles
$9.21M -$18.2K -125 -0.2%
SC
971
Skylands Capital
Wisconsin
$9.2M -$233K -1,600 -2%
TFS
972
Thoroughbred Financial Services
Tennessee
$9.2M +$119K +815 +1%
IPW
973
Inlet Private Wealth
Florida
$9.18M -$14.5K -100 -0.2%
BSW
974
Buckingham Strategic Wealth
Missouri
$9.17M +$269K +1,847 +3%
FA
975
Fagan Associates
New York
$9.11M -$78.5K -540 -0.9%
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