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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 %
AO
1801
Advisor OS
Illinois
$2.83M +$708K +4,868 +33%
SC
1802
Sawyer & Company
Massachusetts
$2.83M -$8K -55 -0.3%
VBCG
1803
Valley Brook Capital Group
Pennsylvania
$2.83M -$111K -760 -4%
IWA
1804
Intercontinental Wealth Advisors
Texas
$2.83M +$98K +674 +4%
PL
1805
Perpetual Ltd
Australia
$2.82M -$10.6K -73 -0.4%
EI
1806
Ethic Inc
New York
$2.82M +$381K +2,621 +16%
HCM
1807
Huber Capital Management
California
$2.82M – – –
ZIG
1808
Zullo Investment Group
Pennsylvania
$2.81M +$7.13K +49 +0.3%
HIC
1809
Harvey Investment Company
Kentucky
$2.8M – – –
OHWP
1810
Oak Harbor Wealth Partners
North Carolina
$2.8M -$25K -172 -0.9%
RIA
1811
Realta Investment Advisors
Delaware
$2.8M +$115K +789 +4%
TAM
1812
Titleist Asset Management
Texas
$2.79M -$151K -1,040 -5%
TCM
1813
Tandem Capital Management
New Jersey
$2.79M -$582 -4 -0%
AI
1814
Atom Investors
Texas
$2.79M +$2.22M +15,264 +389%
DBIA
1815
Dumont & Blake Investment Advisors
New Jersey
$2.78M -$144K -991 -5%
EHWM
1816
Eads & Heald Wealth Management
Georgia
$2.78M -$103K -706 -4%
AWM
1817
Affinity Wealth Management
Delaware
$2.78M +$9.89K +68 +0.4%
SLT
1818
St Louis Trust
Missouri
$2.77M – – –
CCM
1819
Condor Capital Management
New Jersey
$2.77M -$28.2K -194 -1%
AIM
1820
Acropolis Investment Management
Missouri
$2.77M +$34.9K +240 +1%
KFI
1821
Key Financial Inc
Pennsylvania
$2.76M -$2.76K -19 -0.1%
WPC
1822
White Pine Capital
Minnesota
$2.76M -$291 -2 -0%
MIM
1823
Miller Investment Management
Pennsylvania
$2.75M – – –
GWM
1824
Graybill Wealth Management
Illinois
$2.75M -$8K -55 -0.3%
SMC
1825
Smith, Moore & Co
Missouri
$2.75M +$134K +923 +5%
71 72
73
74 75