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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 %
UHC
1576
Union Heritage Capital
Michigan
$3.72M +$436K +3,000 +13%
ATC
1577
Adirondack Trust Company
New York
$3.72M +$1.42K +9 +0%
MVA
1578
Mount Vernon Associates
Maryland
$3.71M -$7.27K -50 -0.2%
PCM
1579
Pentwater Capital Management
Florida
$3.71M -$4.36M -30,000 -54%
VNIM
1580
Vaughan Nelson Investment Management
Texas
$3.71M -$318K -2,185 -8%
LC
1581
Legacy CG
Texas
$3.7M +$3.7M +25,459 New
LWM
1582
LJI Wealth Management
Indiana
$3.7M +$3.39M +275,655 +1,086%
MFC
1583
Mechanics Financial Corp
Ohio
$3.7M -$46.5K -320 -1%
FAP
1584
Financial Advisory Partners
Florida
$3.7M +$145K +994 +4%
LCM
1585
Liberty Capital Management
Michigan
$3.69M +$34K +234 +0.9%
VT
1586
Vise Technologies
New York
$3.68M +$180K +1,235 +5%
AWM
1587
Accurate Wealth Management
Florida
$3.68M +$256K +1,709 +7%
HIP
1588
HUB Investment Partners
Texas
$3.68M +$316K +2,175 +9%
BTI
1589
Blue Trust Inc
Georgia
$3.68M -$1.2M -9,170 -25%
AM
1590
Account Management
Massachusetts
$3.67M -$371K -2,550 -9%
PTP
1591
Platform Technology Partners
New York
$3.66M -$63.4K -430 -2%
IRAG
1592
Investment Research & Advisory Group
Georgia
$3.66M +$19.2K +132 +0.5%
PPWP
1593
Proquility Private Wealth Partners
Nevada
$3.66M -$23.6K -162 -0.6%
MA
1594
Modus Advisors
Minnesota
$3.66M +$92.9K +639 +3%
LRPA
1595
L. Roy Papp & Associates
Arizona
$3.66M +$39.3K +270 +1%
NB
1596
Nicolet Bankshares
Wisconsin
$3.65M +$717K +6,428 +24%
EML
1597
Eos Management LP
New York
$3.64M – – –
CM
1598
Crestline Management
Texas
$3.64M +$3.64M +25,000 New
FTWA
1599
Fifth Third Wealth Advisors
Ohio
$3.63M +$2.1M +14,447 +137%
SIA
1600
SeaBridge Investment Advisors
New Jersey
$3.63M +$29.8K +205 +0.8%
62 63
64
65 66