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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 %
MAWCM
1776
Mine & Arao Wealth Creation & Management
California
$2.9M +$61.2K +421 +2%
IF
1777
Intrua Financial
Texas
$2.9M +$448K +3,081 +18%
PP
1778
Pacifica Partners
Canada
$2.89M -$2.75K -19 -0.1%
FUBT
1779
First United Bank & Trust
Maryland
$2.89M +$21.2K +146 +0.7%
NPT
1780
Nixon Peabody Trust
Massachusetts
$2.89M -$1.48M -10,165 -34%
GAM
1781
Grandview Asset Management
Pennsylvania
$2.89M +$725K +4,982 +34%
BCM
1782
Beck Capital Management
Texas
$2.88M -$145K -996 -5%
DC
1783
DeDora Capital
California
$2.87M +$54.4K +374 +2%
VIA
1784
Vident Investment Advisory
Georgia
$2.87M -$4.72M -32,502 -62%
LOIM
1785
Liberty One Investment Management
Illinois
$2.87M +$109K +749 +4%
SWMP
1786
Signature Wealth Management Partners
New Jersey
$2.87M +$67.5K +464 +2%
PCG
1787
Prosperity Consulting Group
Maryland
$2.86M -$116K -797 -4%
CH
1788
Canton Hathaway
Rhode Island
$2.86M – – –
VCAM
1789
Van Cleef Asset Management
Ohio
$2.86M -$57.3K -394 -2%
BC
1790
Bowman & Company
Wisconsin
$2.86M +$108K +740 +4%
OAM
1791
Oak Asset Management
California
$2.85M +$7.27K +50 +0.3%
PFSC
1792
Peoples Financial Services Corp
Pennsylvania
$2.85M +$15.1K +104 +0.5%
SWM
1793
Sculati Wealth Management
Michigan
$2.85M +$25K +172 +0.9%
WP
1794
WMS Partners
Maryland
$2.85M -$26.2K -180 -0.9%
IAS
1795
Investment Advisory Services
Texas
$2.84M +$190K +1,309 +7%
TIA
1796
Tiemann Investment Advisors
California
$2.84M +$12.4K +85 +0.4%
CI
1797
CX Institutional
Indiana
$2.84M +$211K +1,454 +8%
HIC
1798
Holderness Investments Company
North Carolina
$2.84M +$110K +754 +4%
CA
1799
Corrado Advisors
New Jersey
$2.83M +$31.6K +217 +1%
IUHSA
1800
Itau Unibanco Holding S.A.
Brazil
$2.83M +$2.69M +18,475 +1,846%
70 71
72
73 74