JPM icon

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 %
AWA
1176
Arkadios Wealth Advisors
Georgia
$6.44M +$147K +1,008 +2%
SCM
1177
Stevens Capital Management
Pennsylvania
$6.44M +$6.44M +44,282 New
BCMO
1178
Buckingham Capital Management (Ohio)
Ohio
$6.44M -$65.9K -453 -1%
SFA
1179
Souders Financial Advisors
Ohio
$6.44M -$278K -1,909 -4%
BWAM
1180
Boyd Watterson Asset Management
Ohio
$6.44M +$103K +708 +2%
MP
1181
McDonald Partners
Ohio
$6.43M +$116K +796 +2%
MFG
1182
Magnus Financial Group
New York
$6.41M +$174K +1,198 +3%
PWS
1183
Peterson Wealth Services
Utah
$6.37M +$202K +1,390 +3%
RIA
1184
RPG Investment Advisory
California
$6.36M -$5.43M -37,359 -46%
FHA
1185
Flagship Harbor Advisors
Massachusetts
$6.36M +$198K +1,361 +3%
GIP
1186
Granite Investment Partners
California
$6.34M -$110K -754 -2%
DI
1187
DFPG Investments
Utah
$6.33M +$1M +6,491 +19%
BMWM
1188
Brown Miller Wealth Management
Virginia
$6.33M +$39K +268 +0.6%
AOWM
1189
Alpha Omega Wealth Management
Virginia
$6.31M -$218K -1,498 -3%
BTWM
1190
Baker Tilly Wealth Management
Wisconsin
$6.3M -$254K -1,746 -4%
GWMIA
1191
Global Wealth Management Investment Advisory
Florida
$6.28M +$159K +1,095 +3%
WAP
1192
Wealthcare Advisory Partners
Pennsylvania
$6.27M +$21.8K +150 +0.3%
HZ
1193
Hixon Zuercher
Ohio
$6.26M +$153K +1,055 +3%
DIA
1194
Dana Investment Advisors
Wisconsin
$6.22M -$190K -1,304 -3%
BFG
1195
Beacon Financial Group
Texas
$6.22M -$106K -738 -2%
SWP
1196
Strategic Wealth Partners
Ohio
$6.21M +$60.6K +417 +1%
CCM
1197
Canal Capital Management
Virginia
$6.2M -$17.3K -119 -0.3%
CWM
1198
Concentric Wealth Management
California
$6.19M -$55.8K -384 -0.9%
DEA
1199
DoubleLine ETF Adviser
Florida
$6.17M +$1.33M +9,120 +27%
DA
1200
DCM Advisors
New York
$6.17M -$4.22K -29 -0.1%
46 47
48
49 50