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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 %
CC
1051
Chicago Capital
Illinois
$8.03M -$857K -5,890 -10%
CFA
1052
Capstone Financial Advisors
Illinois
$8M +$81.9K +563 +1%
CWM
1053
Compass Wealth Management
Connecticut
$7.97M +$26.2K +180 +0.3%
CCMINC
1054
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.93M +$45.8K +315 +0.6%
SLI
1055
Sumitomo Life Insurance
Japan
$7.92M -$520K -3,576 -6%
MCM
1056
Mitchell Capital Management
Kansas
$7.9M +$1.71M +11,727 +28%
RWM
1057
Rench Wealth Management
Texas
$7.85M +$183K +1,256 +2%
GAM
1058
Gotham Asset Management
New York
$7.84M -$654K -4,497 -8%
AG
1059
Ascent Group
Virginia
$7.84M +$873K +5,600 +13%
PA
1060
PFG Advisors
Arizona
$7.81M +$28.8K +198 +0.4%
AF
1061
Arrow Financial
New York
$7.8M -$447K -3,075 -5%
OSNBOA
1062
Old Second National Bank of Aurora
Illinois
$7.79M -$303K -2,083 -4%
SHA
1063
Seneca House Advisors
Virginia
$7.79M -$20.8K -143 -0.3%
RWM
1064
Ritholtz Wealth Management
New York
$7.79M +$1.09M +7,504 +16%
WAS
1065
Wealth Advisory Solutions
Indiana
$7.77M -$55.6K -382 -0.7%
CIC
1066
Cutler Investment Counsel
Oregon
$7.74M -$36.5K -251 -0.5%
CAL
1067
Capital Analysts LLC
Pennsylvania
$7.73M +$1.91M +13,165 +33%
BCA
1068
Bernzott Capital Advisors
California
$7.72M -$207K -1,423 -3%
SCP
1069
Shorepoint Capital Partners
Massachusetts
$7.71M +$620K +4,266 +9%
MWM
1070
Marietta Wealth Management
Georgia
$7.71M +$157K +1,082 +2%
ANTB
1071
AMG National Trust Bank
Colorado
$7.71M -$143K -984 -2%
PGIM
1072
Pacific Global Investment Management
California
$7.67M +$61.4K +422 +0.8%
BAM
1073
Brave Asset Management
New Jersey
$7.64M -$16.4K -113 -0.2%
KLCM
1074
KG&L Capital Management
Louisiana
$7.63M -$46K -316 -0.6%
CBB
1075
Citizens Business Bank
California
$7.62M -$935K -6,427 -11%
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