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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 %
PCA
1226
Providence Capital Advisors
North Carolina
$6.03M +$7.85K +54 +0.1%
ACM
1227
Argyle Capital Management
Pennsylvania
$6.01M -$225K -1,550 -4%
BCPWM
1228
Bradley & Co Private Wealth Management
Florida
$6.01M +$144K +993 +2%
TCM
1229
Traynor Capital Management
Pennsylvania
$5.99M -$195K -1,344 -3%
CCS
1230
Concentric Capital Strategies
Connecticut
$5.98M +$5.98M +41,140 New
RC
1231
RBF Capital
California
$5.96M – – –
UAM
1232
Unison Asset Management
Florida
$5.96M +$110K +759 +2%
PL
1233
Parkwood LLC
Ohio
$5.94M -$284K -1,955 -5%
WPW
1234
Waldron Private Wealth
Pennsylvania
$5.92M -$256K -1,760 -4%
DGAM
1235
Desjardins Global Asset Management
Quebec, Canada
$5.9M +$1.06M +7,317 +22%
DR
1236
Davis Rea
Ontario, Canada
$5.89M -$3.38M -23,258 -36%
OIM
1237
Opus Investment Management
Massachusetts
$5.87M – – –
CWM
1238
Chronos Wealth Management
Florida
$5.85M +$9.02K +62 +0.2%
AWM
1239
Avior Wealth Management
Nebraska
$5.84M +$88.7K +610 +2%
PPW
1240
Parcion Private Wealth
Washington
$5.84M +$97.6K +671 +2%
KCPG
1241
Kavar Capital Partners Group
Kansas
$5.83M +$302K +2,079 +5%
HWM
1242
Hohimer Wealth Management
Washington
$5.83M -$193K -1,325 -3%
VST
1243
Van Strum & Towne
California
$5.82M -$13.1K -90 -0.2%
BA
1244
Bristlecone Advisors
Washington
$5.82M -$82.3K -566 -1%
LA
1245
LVW Advisors
New York
$5.82M -$934K -6,420 -14%
PJSIMP
1246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.81M -$26.2K -167 -0.4%
CWS
1247
Confluence Wealth Services
Pennsylvania
$5.81M -$148K -1,016 -2%
STA
1248
Summit Trail Advisors
New York
$5.79M +$1.46M +10,048 +34%
BWM
1249
BerganKDV Wealth Management
Minnesota
$5.79M -$129K -887 -2%
CGL
1250
Clarius Group LLC
Washington
$5.78M -$55.3K -380 -0.9%
48 49
50
51 52