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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 %
PVI
1126
Pine Valley Investments
New Jersey
$7.09M +$3.49M +23,987 +97%
HCA
1127
Harbour Capital Advisors
Virginia
$7.07M -$78.9K -538 -1%
GCM
1128
Garland Capital Management
Washington
$7.05M +$40K +275 +0.6%
ACM
1129
Adalta Capital Management
New York
$7.03M -$52.5K -361 -0.7%
PTC
1130
Private Trust Company
Ohio
$6.95M +$249K +1,711 +4%
WI
1131
Wintrust Investments
Illinois
$6.94M +$6.94M +47,686 New
TC
1132
TwinBeech Capital
New York
$6.92M +$6.92M +47,556 New
NB
1133
Northwest Bancshares
Pennsylvania
$6.9M +$265K +1,820 +4%
OFG
1134
Oxford Financial Group
Indiana
$6.87M +$1.21M +8,288 +21%
FPGT
1135
Financial Partners Group (Tennessee)
Tennessee
$6.82M -$48.9K -336 -0.7%
GL
1136
Graypoint LLC
New York
$6.82M -$947K -6,511 -12%
WWM
1137
Western Wealth Management
Colorado
$6.82M +$250K +1,717 +4%
ET
1138
Equitable Trust
Tennessee
$6.8M -$3.2K -22 -0%
CBTWT
1139
Community Bank & Trust (Waco, Texas)
Texas
$6.79M +$6.69K +46 +0.1%
ACM
1140
Alpha Capital Management
Texas
$6.78M – – –
WIM
1141
Wittenberg Investment Management
Massachusetts
$6.78M -$195K -1,342 -3%
BBA
1142
Baader Bank Aktiengesellschaft
Germany
$6.77M +$2.57M +17,697 +61%
PFM
1143
Premier Fund Managers
United Kingdom
$6.77M +$582K +4,055 +9%
JCM
1144
Jacobi Capital Management
Pennsylvania
$6.77M +$104K +714 +2%
APP
1145
Avantax Planning Partners
Iowa
$6.73M +$169K +1,164 +3%
HCM
1146
Harvey Capital Management
Florida
$6.73M -$1.51M -10,410 -18%
BWA
1147
BDO Wealth Advisors
Florida
$6.72M +$42.5K +292 +0.6%
CF
1148
Concorde Financial
Texas
$6.72M -$83.9K -577 -1%
MCM
1149
McKinley Capital Management
Alaska
$6.71M -$225K -1,550 -3%
KA
1150
Kintegral Advisory
New York
$6.7M – – –
44 45
46
47 48