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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 %
AAS
1651
Ameritas Advisory Services
Nebraska
$3.39M -$1.64M -11,343 -33%
SP
1652
SWS Partners
Ohio
$3.38M -$200K -1,379 -6%
FCA
1653
FLC Capital Advisors
California
$3.37M -$14.8K -102 -0.4%
DFG
1654
Delta Financial Group
New Jersey
$3.37M +$248K +1,707 +8%
LJAC
1655
L.J. Altfest & Co
New York
$3.37M -$92.1K -633 -3%
AG
1656
Advocate Group
Minnesota
$3.36M +$2.3M +15,843 +218%
WCM
1657
Wunderlich Capital Managemnt
Tennessee
$3.36M -$6.4K -44 -0.2%
WWA
1658
WCG Wealth Advisors
Nevada
$3.35M -$13.7K -95 -0.4%
WR
1659
WD Rutherford
Oregon
$3.35M +$13.1K +90 +0.4%
GCM
1660
Gables Capital Management
Florida
$3.35M +$25.5K +175 +0.8%
UFG
1661
United Fire Group
Iowa
$3.35M -$2.47M -17,000 -43%
ACS
1662
Archford Capital Strategies
Illinois
$3.34M +$134K +851 +4%
NCM
1663
NCM Capital Management
New Jersey
$3.33M +$48.1K +331 +1%
NWM
1664
Northcape Wealth Management
New York
$3.32M -$30.7K -211 -0.9%
AMG
1665
Advisors Management Group
Wisconsin
$3.32M +$24.9K +171 +0.8%
SIM
1666
Studio Investment Management
Illinois
$3.31M +$69.8K +480 +2%
WP
1667
WealthPLAN Partners
Nebraska
$3.3M -$1.09M -7,514 -25%
PGWM
1668
Parisi Gray Wealth Management
New Jersey
$3.3M +$1.43M +10,963 +76%
BMC
1669
Beaton Management Company
Massachusetts
$3.3M – – –
CS
1670
Crescent Sterling
Louisiana
$3.29M +$57K +392 +2%
BDS
1671
Banco de Sabadell
Florida
$3.29M -$114K -784 -3%
GGHC
1672
Gilder Gagnon Howe & Co
New York
$3.29M -$727 -5 -0%
SCM
1673
Seascape Capital Management
New Hampshire
$3.29M +$49K +337 +2%
BOSSRA
1674
B.O.S.S. Retirement Advisors
Utah
$3.28M +$2.69M +18,497 +457%
CST
1675
Charles Schwab Trust
Nevada
$3.28M +$16.3K +120 +0.5%
65 66
67
68 69