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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 %
TPM
1401
Triasima Portfolio Management
Quebec, Canada
$4.7M -$123K -637 -3%
PB
1402
Pinnacle Bancorp
Nebraska
$4.7M +$39.6K +272 +0.8%
CG
1403
Caprock Group
Idaho
$4.69M -$455K -3,128 -9%
LC
1404
Lincoln Capital
Nebraska
$4.68M -$52.8K -363 -1%
IAS
1405
Insigneo Advisory Services
Florida
$4.68M +$2.31M +15,913 +98%
WA
1406
Wasatch Advisors
Utah
$4.68M -$218K -1,500 -4%
SCM
1407
Saber Capital Management
North Carolina
$4.68M -$2.91K -20 -0.1%
WTA
1408
Washington Trust Advisors
Massachusetts
$4.67M -$122K -837 -3%
DPIM
1409
Duff & Phelps Investment Management
Illinois
$4.67M +$21.8K +150 +0.5%
HL
1410
HeadInvest LLC
Maine
$4.66M -$124K -805 -3%
TL
1411
Tradewinds LLC
North Carolina
$4.65M +$207K +1,425 +5%
AFM
1412
Abbot Financial Management
Massachusetts
$4.65M -$94.2K -648 -2%
HW
1413
Hedeker Wealth
Illinois
$4.64M -$1.15M -7,875 -20%
NIP
1414
Nicholas Investment Partners
California
$4.64M +$898K +6,174 +24%
WCA
1415
Westover Capital Advisors
Delaware
$4.63M +$142K +978 +3%
SFS
1416
Strategic Financial Services
New York
$4.63M -$7.84K -51 -0.2%
FC
1417
Forte Capital
New York
$4.6M +$176K +1,213 +4%
RBC
1418
Romano Brothers & Co
Illinois
$4.59M +$48.1K +331 +1%
AW
1419
Atlas Wealth
Ohio
$4.57M -$8.14K -53 -0.2%
CD
1420
Chapin Davis
Maryland
$4.57M +$150K +1,033 +3%
EWA
1421
Exencial Wealth Advisors
Oklahoma
$4.56M +$107K +739 +2%
NF
1422
Nikulski Financial
Iowa
$4.56M +$46.1K +317 +1%
SCM
1423
Silvant Capital Management
Georgia
$4.56M -$1.6K -11 -0%
BFC
1424
Bedel Financial Consulting
Indiana
$4.55M -$4.65K -32 -0.1%
COI
1425
Connable Office Inc
Michigan
$4.55M -$464K -3,188 -9%
55 56
57
58 59