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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 %
SAG
1376
SageView Advisory Group
California
$4.84M +$408K +2,804 +9%
SB
1377
Strategic Blueprint
Georgia
$4.83M +$42K +289 +0.9%
MA
1378
McBroom & Associates
Nevada
$4.82M +$246K +1,688 +5%
FM
1379
Family Management
New York
$4.81M -$76.2K -524 -2%
IA
1380
IFG Advisory
Georgia
$4.81M +$986K +6,781 +26%
CIC
1381
Cornercap Investment Counsel
Georgia
$4.81M +$775K +5,326 +19%
MCA
1382
MSH Capital Advisors
Arizona
$4.8M +$2.12M +14,585 +79%
HA
1383
Herold Advisors
New York
$4.79M +$89.4K +615 +2%
CCFP
1384
Charles Carroll Financial Partners
Massachusetts
$4.79M -$282K -1,940 -6%
AIM
1385
AHL Investment Management
Florida
$4.78M – – –
QI
1386
Qtron Investments
Massachusetts
$4.78M +$275K +1,894 +6%
LSPW
1387
Lake Street Private Wealth
Illinois
$4.77M -$159K -1,094 -3%
BFA
1388
Bill Few Associates
Pennsylvania
$4.77M +$13.2K +91 +0.3%
BMA
1389
Brooks Moore & Associates
Tennessee
$4.76M -$32.7K -225 -0.7%
MMPW
1390
Mitchell McLeod Pugh & Williams
Alabama
$4.76M -$145K -999 -3%
BAM
1391
Belpointe Asset Management
Nevada
$4.76M -$6.25M -42,943 -57%
AP
1392
Americana Partners
Texas
$4.75M +$432K +2,969 +10%
GP
1393
Greenline Partners
New York
$4.75M -$33.7K -232 -0.7%
BONH
1394
Bank of New Hampshire
New Hampshire
$4.75M -$16K -110 -0.3%
TPA
1395
Trivium Point Advisory
Connecticut
$4.75M -$49.3K -339 -1%
FA
1396
FDx Advisors
Illinois
$4.74M -$3.05M -20,980 -39%
EGA
1397
E&G Advisors
Texas
$4.73M -$72.7K -500 -2%
HPIA
1398
Hamilton Point Investment Advisors
North Carolina
$4.72M -$122K -836 -3%
ADIM
1399
Alpha DNA Investment Management
Maryland
$4.71M +$290K +1,995 +7%
AWA
1400
Arete Wealth Advisors
Illinois
$4.7M -$855K -5,881 -15%
54 55
56
57 58