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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 %
JSL
1726
JT Stratford LLC
Georgia
$3.07M -$273K -1,875 -8%
XSC
1727
X-Square Capital
Puerto Rico
$3.07M -$86.3K -593 -3%
HBT
1728
Heartland Bank & Trust
Illinois
$3.06M -$163K -1,121 -5%
APG
1729
Abacus Planning Group
South Carolina
$3.05M +$291 +2 +0%
DMKJ
1730
David M. Knott Jr
$3.05M – – –
RCWM
1731
Royal Capital Wealth Management
Indiana
$3.05M +$12.2K +84 +0.4%
CT
1732
Coastline Trust
Rhode Island
$3.05M -$115K -794 -4%
AWS
1733
AJ Wealth Strategies
New York
$3.04M +$50.3K +346 +2%
PWA
1734
Providence Wealth Advisors
Illinois
$3.04M +$763K +5,273 +34%
CIP
1735
Convergence Investment Partners
Florida
$3.04M -$26.3K -181 -0.9%
IP
1736
Investment Partners
Ohio
$3.04M -$2.47K -17 -0.1%
MS
1737
Maven Securities
Jersey
$3.04M +$2.7M +18,539 +796%
WMA
1738
West Michigan Advisors
Michigan
$3.03M +$667K +4,583 +28%
BS
1739
Bessemer Securities
New York
$3.03M -$1.73M -11,900 -36%
MA
1740
MCF Advisors
Kentucky
$3.03M +$37.2K +256 +1%
RFA
1741
Resurgent Financial Advisors
Georgia
$3.03M +$49.7K +342 +2%
SOAMC
1742
Spirit of America Management Corp
New York
$3.02M -$29.1K -200 -1%
SIM
1743
Sentry Investment Management
Wisconsin
$3.02M +$630K +4,329 +26%
SWM
1744
Sugarloaf Wealth Management
Georgia
$3.02M +$93.2K +641 +3%
CWM
1745
C2C Wealth Management
Arizona
$3.01M -$53.9K -352 -2%
FPB
1746
First PREMIER Bank
South Dakota
$3.01M -$5.09K -35 -0.2%
YIH
1747
Y-Intercept (HK)
Hong Kong
$3M +$3M +20,639 New
TNBTD
1748
Trustmark National Bank Trust Department
Mississippi
$2.99M -$598K -4,110 -17%
LFA
1749
Landmark Financial Advisors
Kentucky
$2.99M -$28.5K -196 -0.9%
ODG
1750
O'Dell Group
Ohio
$2.99M +$84.9K +584 +3%
68 69
70
71 72