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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 %
VAG
1676
VisionPoint Advisory Group
Texas
$3.27M +$412K +2,830 +14%
LSA
1677
L & S Advisors
California
$3.27M +$128K +882 +4%
BEC
1678
Blue Edge Capital
Virginia
$3.27M -$55.8K -384 -2%
GIM
1679
Guardian Investment Management
California
$3.27M +$817K +5,614 +33%
VRM
1680
Vectors Research Management
New York
$3.26M -$238K -1,635 -7%
NL
1681
NVWM LLC
Pennsylvania
$3.26M +$18.5K +127 +0.6%
EWM
1682
Evermay Wealth Management
Virginia
$3.25M -$39K -268 -1%
PWG
1683
Portside Wealth Group
Utah
$3.25M +$3.25M +22,332 New
BHA
1684
Beech Hill Advisors
New York
$3.25M -$71.7K -493 -2%
CCFM
1685
Clear Creek Financial Management
Washington
$3.25M +$2.62K +18 +0.1%
CA
1686
CoreCap Advisors
Michigan
$3.23M +$3.23M +22,234 New
CIA
1687
Cohen Investment Advisors
New Hampshire
$3.23M +$14.4K +99 +0.4%
GLR
1688
Great Lakes Retirement
Ohio
$3.22M – – –
LCM
1689
Leisure Capital Management
California
$3.22M -$48.3K -332 -1%
LWM
1690
Lodestone Wealth Management
Washington
$3.21M +$281K +1,930 +10%
LS
1691
Leelyn Smith
Illinois
$3.21M +$3.21M +22,083 New
IFPG
1692
Intrepid Financial Planning Group
Indiana
$3.21M +$7.27K +50 +0.2%
IP
1693
Intellectus Partners
California
$3.2M +$32.4K +223 +1%
OF
1694
Outfitter Financial
Maine
$3.2M -$16.7K -115 -0.5%
FCP
1695
Fidelis Capital Partners
Florida
$3.18M +$111K +760 +4%
SWA
1696
SOA Wealth Advisors
New York
$3.18M +$1.02K +7 +0%
LOAMS
1697
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.17M +$86.4K +594 +3%
RIA
1698
Regal Investment Advisors
Michigan
$3.17M +$184K +1,266 +6%
CAC
1699
Certified Advisory Corp
Florida
$3.17M +$223K +1,533 +8%
BLC
1700
Brown, Lisle/Cummings
Rhode Island
$3.16M +$986K +6,776 +45%
66 67
68
69 70