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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 %
EBT
1501
Enterprise Bank & Trust
Massachusetts
$4.08M +$102K +702 +3%
MFS
1502
Monetta Financial Services
Illinois
$4.07M -$291K -2,000 -7%
IP
1503
Interval Partners
New York
$4.07M +$390K +2,684 +11%
MSA
1504
Marino Stram & Associates
Massachusetts
$4.07M +$12.9K +89 +0.3%
SW
1505
SkyOak Wealth
Michigan
$4.06M +$94.7K +651 +2%
DCM
1506
Delta Capital Management
New Jersey
$4.06M -$36.4K -250 -0.9%
JWCA
1507
J.W. Coons Advisors
Ohio
$4.06M -$58.2K -400 -1%
CWA
1508
Clarity Wealth Advisors
California
$4.06M +$205K +1,409 +5%
MBT
1509
Montecito Bank & Trust
California
$4.05M -$46.7K -321 -1%
SS
1510
Sunbelt Securities
Texas
$4.04M -$42K -289 -1%
ATI
1511
Act Two Investors
California
$4.04M +$21.4K +147 +0.5%
CIG
1512
Consolidated Investment Group
Colorado
$4.03M – – –
DA
1513
Doliver Advisors
Texas
$4.02M -$37.8K -260 -0.9%
AWMT
1514
AAFMAA Wealth Management & Trust
North Carolina
$4.02M -$3.75M -25,778 -48%
PP
1515
PDT Partners
New York
$4.02M -$1.09M -7,500 -21%
AFA
1516
Arlington Financial Advisors
California
$4.01M +$38.1K +262 +1%
IA
1517
Icon Advisers
Colorado
$4.01M – – –
Koshinski Asset Management
1518
Koshinski Asset Management
Illinois
$4.01M -$751K -5,165 -16%
MPIA
1519
Mountain Pacific Investment Advisers
Idaho
$4.01M -$47.3K -325 -1%
DLG
1520
Daniel L. Goodwin
$4.01M – – –
IAS
1521
IMA Advisory Services
Colorado
$4M -$2.47K -17 -0.1%
MCC
1522
Malaga Cove Capital
California
$4M -$11.3K -78 -0.3%
EWA
1523
EverSource Wealth Advisors
Alabama
$4M +$340K +2,337 +9%
HCM
1524
Hudson Capital Management
New Jersey
$3.99M +$73.2K +503 +2%
HKIM
1525
Hayek Kallen Investment Management
Alabama
$3.98M -$14.7K -101 -0.4%
59 60
61
62 63