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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 %
FWP
1551
FAS Wealth Partners
Kansas
$3.86M +$303K +2,080 +9%
AL
1552
Aspiriant LLC
California
$3.85M +$26.2K +180 +0.7%
MGWM
1553
Marks Group Wealth Management
Minnesota
$3.84M -$470K -3,234 -11%
LRWA
1554
Long Run Wealth Advisors
New York
$3.84M -$397K -2,731 -9%
AB
1555
Atlas Brown
Kentucky
$3.83M +$1.31K +9 +0%
CWP
1556
CFM Wealth Partners
Texas
$3.82M -$15K -103 -0.4%
LBC
1557
Lawrence B. Cohen
$3.82M -$635K -4,365 -14%
RCAG
1558
Rehmann Capital Advisory Group
Michigan
$3.82M +$248K +1,702 +7%
FFA
1559
Founders Financial Alliance
North Carolina
$3.81M +$606K +4,165 +19%
ITIM
1560
Indiana Trust & Investment Management
Indiana
$3.8M +$363K +2,496 +11%
KA
1561
KLCM Advisors
Wisconsin
$3.79M +$92.2K +634 +2%
GAG
1562
GM Advisory Group
New York
$3.79M +$451K +3,101 +14%
UBG
1563
United Bank (Georgia)
Georgia
$3.78M -$328K -2,258 -8%
TW
1564
TrinityPoint Wealth
Connecticut
$3.78M +$221K +1,517 +6%
CIAS
1565
Capital Investment Advisory Services
North Carolina
$3.77M -$104K -713 -3%
SIC
1566
Shoker Investment Counsel
Ohio
$3.77M +$30.7K +211 +0.8%
SSI
1567
Scott & Selber Inc
Texas
$3.76M -$13.7K -94 -0.4%
AIA
1568
Affinity Investment Advisors
California
$3.76M -$450K -3,094 -11%
LCC
1569
Lincoln Capital Corp
Rhode Island
$3.76M -$91.9K -632 -2%
AG
1570
AIA Group
Hong Kong
$3.76M +$1.32M +9,058 +54%
LDB
1571
Lee, Danner & Bass
Tennessee
$3.75M -$82.5K -567 -2%
AIS
1572
AM Investment Strategies
Tennessee
$3.75M +$11.9K +82 +0.3%
MWAM
1573
Manhattan West Asset Management
California
$3.74M +$671K +4,612 +22%
UCI
1574
Uncommon Cents Investing
Wisconsin
$3.74M +$67.6K +465 +2%
SIAP
1575
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.74M +$15.9K +109 +0.4%
61 62
63
64 65