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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 %
SW
1701
StrongBox Wealth
Missouri
$3.15M +$454K +3,124 +17%
CB
1702
CNB Bank
Pennsylvania
$3.15M +$151K +1,035 +5%
MFA
1703
Mayflower Financial Advisors
Massachusetts
$3.15M -$124K -853 -4%
PI
1704
PFG Investments
New York
$3.15M +$493K +3,388 +19%
CT
1705
Columbia Trust
Oregon
$3.15M +$174K +1,196 +6%
V
1706
VeraBank
Texas
$3.14M +$36.8K +253 +1%
PFGIA
1707
Patriot Financial Group Insurance Agency
Massachusetts
$3.14M +$176K +1,211 +6%
NL
1708
NWAM LLC
Washington
$3.13M +$406K +2,789 +15%
PRA
1709
Pine Ridge Advisers
New York
$3.13M -$4.94M -34,000 -61%
LCM
1710
Legato Capital Management
California
$3.12M – – –
Edgewood Management
1711
Edgewood Management
Connecticut
$3.12M – – –
MWM
1712
Massachusetts Wealth Management
Massachusetts
$3.11M +$70.5K +485 +2%
PCM
1713
Poehling Capital Management
Wisconsin
$3.11M -$172K -1,183 -5%
WOC
1714
West Oak Capital
California
$3.11M -$98.9K -680 -3%
BOS
1715
Bank of Stockton
California
$3.11M +$65K +447 +2%
GCM
1716
Graham Capital Management
Connecticut
$3.11M -$2.03M -13,977 -40%
KS
1717
Karpas Strategies
Connecticut
$3.1M -$21.1K -145 -0.7%
PWA
1718
Phoenix Wealth Advisors
North Carolina
$3.1M -$28.8K -198 -0.9%
SAM
1719
Synergy Asset Management
Washington
$3.1M +$2.78M +19,149 +887%
CCWM
1720
Cassaday & Co Wealth Management
Virginia
$3.09M -$48.1K -331 -2%
TA
1721
Townsend & Associates
Colorado
$3.09M -$53K -338 -2%
ORC
1722
O'Rourke & Company
Massachusetts
$3.09M +$78.8K +542 +3%
SAM
1723
Sawgrass Asset Management
Florida
$3.08M +$389K +2,672 +14%
TFA
1724
Trinity Financial Advisors
Ohio
$3.08M +$342K +2,350 +12%
TPW
1725
Transatlantique Private Wealth
New York
$3.08M +$125K +859 +4%
67 68
69
70 71