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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 %
Alyeska Investment Group
1751
Alyeska Investment Group
Illinois
$2.99M -$7.67M -52,752 -72%
TCA
1752
Trifecta Capital Advisors
Illinois
$2.99M +$19.6K +135 +0.7%
WAM
1753
Wakefield Asset Management
Colorado
$2.99M +$2.32M +15,922 +344%
PC
1754
Permanens Capital
New York
$2.99M -$1.86M -12,812 -38%
NAMP
1755
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.99M -$10.2K -70 -0.3%
GEA
1756
Glen Eagle Advisors
New Jersey
$2.98M +$182K +1,254 +7%
PRS
1757
Pinkerton Retirement Specialists
Idaho
$2.98M +$107K +733 +4%
SMH
1758
Sanders Morris Harris
Texas
$2.97M +$1.08M +7,437 +58%
AIC
1759
Archer Investment Corporation
Indiana
$2.96M +$66.9K +460 +2%
CCA
1760
Cobblestone Capital Advisors
New York
$2.96M -$145 -1 -0%
BFIC
1761
Bedell Frazier Investment Counselling
California
$2.96M +$18.9K +130 +0.6%
LA
1762
Legacy Advisors
Pennsylvania
$2.95M +$1.88M +12,919 +175%
FWM
1763
Forza Wealth Management
Florida
$2.95M -$22.5K -155 -0.8%
APIM
1764
Agate Pass Investment Management
Washington
$2.95M +$115K +793 +4%
PFBT
1765
Parkside Financial Bank & Trust
Missouri
$2.94M +$356K +2,451 +14%
JE
1766
JMAC Enterprises
Pennsylvania
$2.94M +$216K +1,483 +8%
RFA
1767
Register Financial Advisors
Georgia
$2.94M +$71K +488 +2%
KWM
1768
Keebeck Wealth Management
Illinois
$2.93M +$25.7K +177 +0.9%
BP
1769
BBR Partners
New York
$2.93M +$6.55K +45 +0.2%
GPTE
1770
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.93M – – –
SAM
1771
Secure Asset Management
Michigan
$2.92M -$35.9K -247 -1%
MCM
1772
Marathon Capital Management
Maryland
$2.92M -$20.8K -143 -0.7%
MCM
1773
Maltese Capital Management
New York
$2.91M – – –
RCG
1774
Regatta Capital Group
California
$2.9M -$41.6K -286 -1%
PRWA
1775
Platte River Wealth Advisors
Colorado
$2.9M -$83K -571 -3%
69 70
71
72 73