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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 %
CI
1326
Cigna Investments
Connecticut
$5.16M -$2.47K -17 -0%
MW
1327
Marcum Wealth
Ohio
$5.14M +$106K +730 +2%
CT
1328
Chicago Trust
Illinois
$5.14M -$31.3K -215 -0.6%
AA
1329
Argent Advisors
Louisiana
$5.13M +$54.2K +373 +1%
GFA
1330
Gifford Fong Associates
California
$5.13M – – –
WC
1331
Weil Company
California
$5.13M -$192K -1,318 -4%
MFG
1332
MidWestOne Financial Group
Iowa
$5.13M -$52.1K -358 -1%
EL
1333
Essex LLC
Illinois
$5.12M -$75.2K -517 -1%
AW
1334
Apricus Wealth
South Carolina
$5.1M -$191K -1,245 -4%
HWAM
1335
Hennion & Walsh Asset Management
New Jersey
$5.1M -$1.84M -12,651 -27%
VHAM
1336
Van Hulzen Asset Management
California
$5.08M -$1.9M -13,059 -27%
CSA
1337
Cottage Street Advisors
Massachusetts
$5.06M +$1.6K +11 +0%
SF
1338
Summit Financial
New Jersey
$5.06M +$954K +6,557 +23%
TA
1339
TFG Advisers
Michigan
$5.05M +$72.1K +496 +1%
LTI
1340
Laffer Tengler Investments
Tennessee
$5.05M -$4.8K -33 -0.1%
VWA
1341
V Wealth Advisors
Kansas
$5.05M +$16.7K +115 +0.3%
SGCA
1342
Steel Grove Capital Advisors
Tennessee
$5.03M +$167K +1,150 +3%
BKA
1343
Brick & Kyle Associates
Pennsylvania
$5.02M -$579 -4 -0%
M1FG
1344
Mach-1 Financial Group
Arkansas
$5.01M +$4.48M +30,832 +856%
AFG
1345
AFS Financial Group
Maryland
$5M +$36.8K +253 +0.7%
AT
1346
Arden Trust
Delaware
$5M -$754K -5,186 -13%
ST
1347
Sentinel Trust
Texas
$5M -$436 -3 -0%
SWS
1348
SYSTM Wealth Solutions
Illinois
$4.99M +$808K +5,559 +19%
JWCA
1349
J.W. Cole Advisors
Florida
$4.99M -$180K -1,238 -3%
CNFG
1350
Creegan & Nassoura Financial Group
New Hampshire
$4.99M -$10.9K -75 -0.2%
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