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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 %
FC
1251
Fusion Capital
South Carolina
$5.77M +$108K +742 +2%
OAM
1252
Ostrum Asset Management
France
$5.76M -$71K -488 -1%
WG
1253
Winton Group
United Kingdom
$5.76M +$4.09M +28,100 +245%
LSWM
1254
Lorne Steinberg Wealth Management
Canada
$5.76M -$8K -55 -0.1%
VanEck Associates
1255
VanEck Associates
New York
$5.75M -$322K -2,216 -5%
LFA
1256
Legacy Financial Advisors
Kentucky
$5.75M +$198K +1,364 +4%
CCA
1257
Checchi Capital Advisers
California
$5.74M +$240K +1,652 +4%
PA
1258
Profund Advisors
Maryland
$5.73M -$182K -1,248 -3%
WPIC
1259
White Pine Investment Company
Michigan
$5.73M -$22.8K -157 -0.4%
TI
1260
tru Independence
Oregon
$5.72M +$28.2K +194 +0.5%
CL
1261
Choreo LLC
Illinois
$5.7M +$177K +1,215 +3%
CPC
1262
Consolidated Planning Corp
Georgia
$5.69M +$531K +3,656 +10%
ST
1263
Somerset Trust
Pennsylvania
$5.69M -$167K -1,145 -3%
UWM
1264
Udine Wealth Management
Florida
$5.66M -$61.1K -420 -1%
TAM
1265
Townsend Asset Management
North Carolina
$5.65M +$47.9K +329 +0.9%
ALAM
1266
Asahi Life Asset Management
Japan
$5.64M -$381K -2,618 -6%
CA
1267
Claar Advisors
New York
$5.64M – – –
AIP
1268
Ameritas Investment Partners
Nebraska
$5.63M -$147K -1,014 -3%
CT
1269
Colonial Trust
South Carolina
$5.63M +$94.1K +647 +2%
HAC
1270
Harbor Advisory Corp
New Hampshire
$5.63M -$11.6K -80 -0.2%
VF
1271
Vest Financial
Virginia
$5.62M +$4.06M +27,909 +260%
BWL
1272
Bogart Wealth LLC
Virginia
$5.6M +$181K +1,247 +3%
WBC
1273
Westpac Banking Corp
Australia
$5.58M -$44.6M -306,514 -89%
TPWA
1274
TRUE Private Wealth Advisors
Oregon
$5.58M +$51.5K +354 +0.9%
AIM
1275
AMI Investment Management
Indiana
$5.58M -$935K -6,431 -14%
49 50
51
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