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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
976
Foster & Motley
Ohio
$9.1M +$1.66M +11,399 +22%
TRCT
977
Tower Research Capital (TRC)
New York
$9.08M +$5.96K +41 +0.1%
RDWM
978
Red Door Wealth Management
Tennessee
$9.07M +$1.39M +9,561 +18%
CCM
979
Carmel Capital Management
California
$9.07M +$87.3K +600 +1%
BIM
980
Bridgecreek Investment Management
Oklahoma
$9.06M -$127K -875 -1%
WP
981
Waycross Partners
Kentucky
$9.06M +$1.95M +13,409 +27%
SBF
982
Sara-Bay Financial
Florida
$9.06M -$31.7K -218 -0.3%
VM
983
Venator Management
Pennsylvania
$9.05M -$10.9K -75 -0.1%
BL
984
BCWM LLC
Kansas
$9.05M +$9.89K +68 +0.1%
DLCIG
985
D.L. Carlson Investment Group
New Hampshire
$9.03M +$712K +4,894 +9%
MNBTD
986
Moody National Bank Trust Division
Texas
$9.02M -$68.2K -469 -0.8%
1IA
987
1834 Investment Advisors
Wisconsin
$9M -$1.37M -9,388 -13%
SP
988
Symmetry Partners
Connecticut
$8.96M +$624K +4,289 +7%
CB
989
Cadence Bank
Mississippi
$8.95M +$13.5K +93 +0.2%
SWA
990
Stratos Wealth Advisors
Ohio
$8.93M -$53.7K -369 -0.6%
NAS
991
Nicolet Advisory Services
Wisconsin
$8.86M -$181K -1,267 -2%
CAM
992
Cypress Asset Management
Texas
$8.84M -$186K -1,271 -2%
PTB
993
Pioneer Trust Bank
Oregon
$8.84M -$59.8K -411 -0.7%
CNB
994
Camden National Bank
Maine
$8.83M -$73.4K -505 -0.8%
RFM
995
Royal Fund Management
Florida
$8.81M +$13.4K +92 +0.2%
FTDI
996
First Trust Direct Indexing
Massachusetts
$8.78M +$342K +2,351 +4%
MPM
997
Meritage Portfolio Management
Kansas
$8.78M -$484K -3,327 -5%
ZIG
998
Zuckerman Investment Group
Illinois
$8.75M -$26K -179 -0.3%
LA
999
Lynch & Associates
Indiana
$8.73M +$35.5K +244 +0.4%
PT
1000
Plimoth Trust
Massachusetts
$8.73M -$8.58K -59 -0.1%
38 39
40
41 42