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 %
SWM
1276
SeaCrest Wealth Management
New York
$5.58M +$726K +4,991 +15%
ECM
1277
Exchange Capital Management
Michigan
$5.57M +$262K +1,803 +5%
AAMA
1278
Advanced Asset Management Advisors
Ohio
$5.57M +$145 +1 +0%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$5.57M +$36.7K +252 +0.7%
JFG
1280
Jefferies Financial Group
New York
$5.57M +$2.61M +17,969 +88%
WAM
1281
Werlinich Asset Management
Connecticut
$5.56M – – –
CA
1282
Claro Advisors
Massachusetts
$5.54M +$3.78K +26 +0.1%
PTC
1283
Philadelphia Trust Company
Pennsylvania
$5.54M -$484K -3,330 -8%
FMAEN1
1284
Fund Management at Engine No 1
California
$5.53M +$359K +2,467 +7%
SSW
1285
Stone Summit Wealth
Florida
$5.52M -$23.7K -163 -0.4%
CMTU
1286
Capital Markets Trading (UK)
United Kingdom
$5.49M +$5.49M +37,759 New
CAAS
1287
Capital Asset Advisory Services
Michigan
$5.49M +$106K +708 +2%
EM
1288
Excalibur Management
Massachusetts
$5.48M -$4.95K -34 -0.1%
NHT
1289
New Hampshire Trust
New Hampshire
$5.47M +$3.35K +23 +0.1%
ACG
1290
Allen Capital Group
Nebraska
$5.47M -$2.91K -20 -0.1%
HCA
1291
Horan Capital Advisors
Ohio
$5.46M +$20.4K +140 +0.4%
RWA
1292
Roberts Wealth Advisors
California
$5.45M -$94.4K -649 -2%
MP
1293
MSD Partners
New York
$5.45M – – –
CWM
1294
Chemistry Wealth Management
New York
$5.43M +$233K +1,600 +4%
FPFS
1295
First Personal Financial Services
North Carolina
$5.43M -$20.7K -142 -0.4%
BRM
1296
Boston Research & Management
Massachusetts
$5.43M +$45.2K +311 +0.8%
NCM
1297
Nelson Capital Management
California
$5.42M -$177K -1,214 -3%
KOCAA
1298
Knights of Columbus Asset Advisors
Connecticut
$5.42M +$33.7K +232 +0.6%
UH
1299
Unigestion Holding
Switzerland
$5.41M -$163K -1,138 -3%
PP
1300
PDS Planning
Ohio
$5.4M +$213K +1,467 +4%
50 51
52
53 54