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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 %
LFG
1851
Larson Financial Group
Missouri
$2.63M -$101K -693 -4%
MIM
1852
Moseley Investment Management
Florida
$2.63M +$85.8K +590 +3%
EFSCE
1853
Enterprise Financial Services Corp (EFSC)
Missouri
$2.62M -$46.5K -320 -2%
SDWIA
1854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.62M +$123K +846 +5%
TNA
1855
True North Advisors
Texas
$2.62M +$464K +3,187 +21%
AMIM
1856
Aull & Monroe Investment Management
Alabama
$2.62M – – –
RMAM
1857
Raab & Moskowitz Asset Management
New Jersey
$2.62M +$109K +750 +4%
TP
1858
Tranquility Partners
Tennessee
$2.62M -$7.27K -50 -0.3%
HFBOT
1859
Home Federal Bank of Tennessee
Tennessee
$2.61M -$2.18K -15 -0.1%
MCA
1860
Magnolia Capital Advisors
Mississippi
$2.6M -$16.7K -115 -0.6%
EA
1861
Eclectic Associates
California
$2.6M -$90.3K -621 -3%
CBFP
1862
Cedar Brook Financial Partners
Ohio
$2.6M +$2.91K +20 +0.1%
BWM
1863
BCGM Wealth Management
Indiana
$2.59M +$150K +1,030 +6%
CPA
1864
Court Place Advisors
Maryland
$2.58M -$102K -700 -4%
SGC
1865
Slocum, Gordon & Co
Rhode Island
$2.58M +$205K +1,410 +9%
PP
1866
Pegasus Partners
Wisconsin
$2.57M -$37.4K -257 -1%
KF
1867
Krilogy Financial
Missouri
$2.57M -$66K -454 -3%
AWM
1868
Aries Wealth Management
Maine
$2.57M +$2.18K +15 +0.1%
OAM
1869
Occidental Asset Management
California
$2.57M +$132K +908 +5%
MG
1870
Mather Group
Illinois
$2.57M +$149K +1,024 +6%
NPP
1871
New Potomac Partners
Maryland
$2.56M -$188K -1,293 -7%
KFGK
1872
Keystone Financial Group (Kentucky)
Kentucky
$2.56M +$2.56M +17,575 New
HWA
1873
Heritage Wealth Advisors
Virginia
$2.55M +$12.8K +88 +0.5%
MWA
1874
Moser Wealth Advisors
Washington
$2.54M +$2.54M +17,479 New
AWM
1875
Ameliora Wealth Management
Switzerland
$2.54M -$501K -3,447 -16%
73 74
75
76 77