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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 %
IAMOG
1426
Investors Asset Management of Georgia
Georgia
$4.54M -$2.76K -19 -0.1%
NP
1427
Nilsine Partners
Colorado
$4.53M +$75.8K +521 +2%
ICP
1428
Ironvine Capital Partners
Nebraska
$4.53M – – –
MCCA
1429
Mill Creek Capital Advisors
Pennsylvania
$4.53M -$1.55M -10,642 -25%
EWM
1430
EPG Wealth Management
Georgia
$4.53M +$291 +2 +0%
VNA
1431
Valley National Advisers
Pennsylvania
$4.53M -$87K -598 -2%
PAM
1432
Pegasus Asset Management
New York
$4.52M +$48.3K +332 +1%
MIM
1433
MTM Investment Management
South Carolina
$4.52M -$8K -55 -0.2%
CGA
1434
Compound Global Advisors
Washington
$4.51M -$2.16M -14,825 -32%
CFCI
1435
Comprehensive Financial Consultants Institutional
Indiana
$4.5M +$163K +1,063 +4%
CW
1436
CreativeOne Wealth
Kansas
$4.5M -$169K -1,161 -4%
RFMS
1437
RWQ Financial Management Services
Florida
$4.49M +$4.05M +27,870 +924%
WCA
1438
Waratah Capital Advisors
Ontario, Canada
$4.48M +$2.63M +18,084 +142%
GSEP
1439
Golden State Equity Partners
California
$4.48M +$809K +5,564 +22%
WP
1440
WealthShield Partners
North Carolina
$4.45M +$183K +1,260 +4%
SFA
1441
Source Financial Advisors
New York
$4.44M -$828K -5,695 -16%
HCM
1442
Hengehold Capital Management
Ohio
$4.43M +$4.65K +32 +0.1%
MCM
1443
Monarch Capital Management
Indiana
$4.41M -$47.4K -326 -1%
BHWA
1444
Beacon Harbor Wealth Advisors
Virginia
$4.41M +$4.41M +30,322 New
FWM
1445
Fairhaven Wealth Management
Illinois
$4.41M +$4.41M +30,303 New
BFPW
1446
BOK Financial Private Wealth
Colorado
$4.41M -$594K -4,086 -12%
LAM
1447
L2 Asset Management
Massachusetts
$4.41M +$2.12M +14,520 +93%
MMG
1448
Monetary Management Group
Missouri
$4.4M -$669K -4,600 -13%
WE
1449
Wealth Effects
Massachusetts
$4.39M -$87.1K -599 -2%
MWM
1450
Mission Wealth Management
California
$4.38M +$602K +4,138 +16%
56 57
58
59 60