JPM icon

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 %
BBNA
1826
Bremer Bank National Association
Minnesota
$2.75M -$62.8K -432 -2%
FMB
1827
Field & Main Bank
Kentucky
$2.74M +$3.64K +25 +0.1%
FSG
1828
Financial Strategies Group
Michigan
$2.74M +$1.11M +7,652 +68%
FFA
1829
Fortune Financial Advisors
Kansas
$2.72M +$2.72M +18,692 New
CCG
1830
Ceeto Capital Group
Florida
$2.71M +$23K +158 +0.9%
1WA
1831
180 Wealth Advisors
Washington
$2.71M -$2.93K -20 -0.1%
HGCK
1832
HPC Germany & Co KG
Germany
$2.71M – – –
IIC
1833
Integrated Investment Consultants
Michigan
$2.7M -$12.9K -89 -0.5%
GFG
1834
Goldstone Financial Group
Illinois
$2.7M +$293K +2,015 +12%
RWM
1835
RKL Wealth Management
Pennsylvania
$2.7M -$9.02K -62 -0.3%
OWP
1836
Obermeyer Wealth Partners
Colorado
$2.69M -$113K -776 -4%
ATWA
1837
Arbor Trust Wealth Advisors
Michigan
$2.69M +$198K +1,360 +8%
BL
1838
Balentine LLC
Georgia
$2.68M -$943K -6,484 -26%
EFG
1839
Everhart Financial Group
Ohio
$2.68M +$123K +848 +5%
SPW
1840
Surience Private Wealth
Washington
$2.68M +$2.68M +18,423 New
AIM
1841
Aspen Investment Management
Michigan
$2.68M -$4.51K -31 -0.2%
GPA
1842
Guerra Pan Advisors
New Jersey
$2.67M +$20.4K +140 +0.8%
HDIM
1843
Hanson & Doremus Investment Management
Vermont
$2.67M +$292K +2,007 +12%
PWPS
1844
Pinnacle Wealth Planning Services
Ohio
$2.66M +$183K +1,261 +7%
EWM
1845
Empirical Wealth Management
Washington
$2.65M +$460K +3,165 +21%
WA
1846
WP Advisors
California
$2.64M +$18.6K +128 +0.7%
SIA
1847
Sage Investment Advisers
New York
$2.64M -$71.8K -494 -3%
EHC
1848
Everett Harris & Co
California
$2.64M +$42.3K +291 +2%
BFA
1849
Beaumont Financial Advisors
Massachusetts
$2.63M +$127K +875 +5%
CA
1850
CGN Advisors
Kansas
$2.63M +$200K +1,376 +8%
72 73
74
75 76