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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 %
RCA
1451
Resonant Capital Advisors
Wisconsin
$4.37M -$54.5K -375 -1%
AH
1452
Allen Holding
New York
$4.36M – – –
BL
1453
Bleichroeder LP
New York
$4.36M – – –
IBOK
1454
Independence Bank of Kentucky
Kentucky
$4.36M +$377K +2,593 +9%
BCFS
1455
Butensky & Cohen Financial Security
Florida
$4.35M -$122K -836 -3%
CAM
1456
Covenant Asset Management
New Jersey
$4.35M +$56.3K +387 +1%
RA
1457
RFG Advisory
Alabama
$4.35M -$79.8K -549 -2%
CM
1458
Churchill Management
California
$4.34M +$19.3K +133 +0.4%
RFN
1459
RDA Financial Network
Iowa
$4.34M +$608K +4,180 +16%
NWM
1460
NEIRG Wealth Management
Massachusetts
$4.34M -$782K -5,378 -15%
SACTSONJ
1461
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.32M – – –
SWM
1462
Scissortail Wealth Management
Oklahoma
$4.32M +$101K +656 +2%
CAG
1463
Csenge Advisory Group
Florida
$4.32M +$101K +694 +2%
HI
1464
Hudock Inc
Pennsylvania
$4.31M -$1.16K -8 -0%
9WM
1465
9258 Wealth Management
Ohio
$4.31M +$106K +728 +3%
GLA
1466
Good Life Advisors
Pennsylvania
$4.31M +$27.1K +186 +0.6%
BCM
1467
Buckhead Capital Management
Georgia
$4.31M -$619K -4,259 -13%
ANB
1468
Amarillo National Bank
Texas
$4.29M -$4.51K -31 -0.1%
AIM
1469
Anchor Investment Management
South Carolina
$4.29M +$137K +939 +3%
BCM
1470
Brookmont Capital Management
Texas
$4.29M -$436 -3 -0%
TSWM
1471
Triangle Securities Wealth Management
North Carolina
$4.27M -$55.8K -384 -1%
LFA
1472
Lauterbach Financial Advisors
Texas
$4.27M +$582 +4 +0%
MCWS
1473
McKinley Carter Wealth Services
West Virginia
$4.26M +$128K +880 +3%
WBC
1474
West Branch Capital
Massachusetts
$4.26M +$41K +282 +1%
MSAM
1475
Moloney Securities Asset Management
Missouri
$4.25M +$42.5K +292 +1%
57 58
59
60 61