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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 %
IIC
1626
Ironwood Investment Counsel
Arizona
$3.51M +$129K +885 +4%
GQG Partners
1627
GQG Partners
Florida
$3.51M +$3.51M +24,140 New
STC
1628
Sarah T. Connolly
$3.5M -$133K -912 -4%
GBT
1629
Grove Bank & Trust
Florida
$3.49M -$26K -179 -0.7%
KWA
1630
KCS Wealth Advisory
California
$3.49M +$75.6K +520 +2%
OWA
1631
Octavia Wealth Advisors
Ohio
$3.48M +$150K +1,031 +5%
SIG
1632
Sargent Investment Group
Maryland
$3.47M +$306K +2,105 +10%
CFMC
1633
Curbstone Financial Management Corp
New Hampshire
$3.47M -$47.7K -328 -1%
RP
1634
Rowlandmiller & Partners
Georgia
$3.47M +$255K +1,751 +8%
NPA
1635
Nichols & Pratt Advisers
Massachusetts
$3.46M +$91.2K +627 +3%
SSWM
1636
Sheets Smith Wealth Management
North Carolina
$3.45M -$881K -6,060 -20%
DCM
1637
Dudley Capital Management
Virginia
$3.45M -$46.5K -320 -1%
ESB
1638
Essex Savings Bank
Connecticut
$3.44M +$158K +1,086 +5%
SIAG
1639
Signet Investment Advisory Group
Rhode Island
$3.44M +$21.7K +149 +0.6%
RCIM
1640
Red Cedar Investment Management
Michigan
$3.43M – – –
RWB
1641
RMR Wealth Builders
New Jersey
$3.43M -$191K -1,315 -5%
QPWM
1642
Quadrant Private Wealth Management
Pennsylvania
$3.42M +$11.5K +79 +0.3%
GWANC
1643
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.42M +$119K +816 +4%
CWAG
1644
Compton Wealth Advisory Group
Virginia
$3.42M -$50.2K -345 -1%
WIM
1645
Weitz Investment Management
Nebraska
$3.42M – – –
RCM
1646
RB Capital Management
Nevada
$3.42M +$24.9K +171 +0.7%
TA
1647
Tiedemann Advisors
New York
$3.41M +$34.6K +238 +1%
PBC
1648
Pavion Blue Capital
California
$3.4M -$8.73K -60 -0.3%
MPPLM
1649
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.4M +$303K +2,080 +10%
RGI
1650
River Global Investors
United Kingdom
$3.39M -$45.1K -310 -1%
64 65
66
67 68