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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 %
SWMG
1526
Signature Wealth Management Group
Georgia
$3.98M -$21.5K -148 -0.5%
LWIC
1527
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.97M -$2.72M -18,732 -41%
ACM
1528
Altrius Capital Management
North Carolina
$3.96M +$14.7K +101 +0.4%
SICM
1529
Sustainable Insight Capital Management
New York
$3.96M +$3.41M +23,424 +613%
BCM
1530
Blume Capital Management
California
$3.96M +$37.5K +258 +1%
BL
1531
BFSG LLC
California
$3.96M +$49.7K +342 +1%
NP
1532
NorthRock Partners
Minnesota
$3.95M -$223K -1,531 -5%
EL
1533
EMFO LLC
Florida
$3.94M -$18.2K -125 -0.5%
APWM
1534
Atlas Private Wealth Management
New York
$3.94M +$412K +2,834 +12%
CFGS
1535
Concourse Financial Group Securities
Alabama
$3.94M +$104K +717 +3%
BOPW
1536
Brandywine Oak Private Wealth
Pennsylvania
$3.94M -$249K -1,715 -6%
LOAMU
1537
Lombard Odier Asset Management (USA)
New York
$3.93M +$3.93M +27,000 New
RSS
1538
Rosenblum Silverman Sutton
California
$3.92M -$67.9K -467 -2%
ST
1539
Smithfield Trust
Pennsylvania
$3.91M -$73.2K -504 -2%
CWM
1540
Calamos Wealth Management
Illinois
$3.9M +$92.1K +633 +2%
LHC
1541
Little House Capital
Massachusetts
$3.9M +$133K +914 +4%
VA
1542
Valmark Advisers
Ohio
$3.9M -$105K -719 -3%
YIA
1543
YHB Investment Advisors
Connecticut
$3.9M +$135K +931 +4%
MAM
1544
Montchanin Asset Management
Delaware
$3.88M – – –
EW
1545
Evoke Wealth
California
$3.87M +$270K +1,858 +8%
SHFP
1546
Second Half Financial Partners
Florida
$3.87M +$3.45M +23,748 +837%
CNC
1547
Citizens & Northern Corp
Pennsylvania
$3.86M -$576K -3,957 -13%
ACM
1548
Alta Capital Management
Utah
$3.86M -$27.6K -190 -0.7%
CF
1549
Centaurus Financial
California
$3.86M -$1.83M -12,566 -32%
KJHP
1550
K.J. Harrison & Partners
Ontario, Canada
$3.86M -$132K -908 -3%
60 61
62
63 64