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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 %
MAS
1076
Meeder Advisory Services
Ohio
$7.58M +$334K +2,296 +5%
BCA
1077
Bray Capital Advisors
Florida
$7.58M -$315K -2,169 -4%
IIM
1078
Intact Investment Management
Quebec, Canada
$7.58M -$1.75M -12,000 -19%
DIA
1079
Dean Investment Associates
Ohio
$7.57M +$1.99M +13,656 +36%
ACP
1080
Aviance Capital Partners
Florida
$7.55M +$68.9K +474 +0.9%
FB
1081
Fulton Bank
Pennsylvania
$7.55M +$461K +3,171 +7%
AWP
1082
Ascent Wealth Partners
New York
$7.54M +$678K +4,722 +10%
NC
1083
NBW Capital
Massachusetts
$7.54M +$7.16M +49,224 +1,870%
HIA
1084
Harbor Investment Advisory
Maryland
$7.54M +$1.61M +14,034 +27%
RAM
1085
Redmond Asset Management
Virginia
$7.53M +$19.2K +132 +0.3%
GCM
1086
Gibraltar Capital Management
Oklahoma
$7.53M -$99.5K -684 -1%
CM
1087
Castleark Management
Illinois
$7.52M +$7.52M +51,730 New
SA
1088
SRH Advisors
Kansas
$7.49M – – –
BCCM
1089
Bridge Creek Capital Management
Massachusetts
$7.48M +$21.1K +145 +0.3%
RC
1090
Roundview Capital
New Jersey
$7.47M +$237K +1,629 +3%
NFG
1091
Nations Financial Group
Iowa
$7.47M -$46K -316 -0.6%
MWA
1092
Meridian Wealth Advisors
Texas
$7.43M +$128K +882 +2%
GWM
1093
Geneos Wealth Management
Colorado
$7.42M +$911K +6,264 +14%
BIM
1094
Baldwin Investment Management
Pennsylvania
$7.42M +$45.2K +311 +0.6%
AWM
1095
Avitas Wealth Management
California
$7.4M +$66.2K +455 +0.9%
SAM
1096
Smithbridge Asset Management
Pennsylvania
$7.39M +$31.1K +214 +0.4%
GIM
1097
Goelzer Investment Management
Indiana
$7.37M +$5.09K +35 +0.1%
AMM
1098
American Money Management
California
$7.37M +$3.49K +24 +0%
LWCFA
1099
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.37M -$513K -3,526 -7%
CWP
1100
Cyndeo Wealth Partners
Florida
$7.35M +$230K +1,581 +3%
42 43
44
45 46