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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 %
FPIS
1876
Financial Planning & Information Services
Wisconsin
$2.54M – – –
FBT
1877
First Bankers Trust
Kentucky
$2.53M -$16.7K -115 -0.7%
SFG
1878
Snider Financial Group
Washington
$2.53M -$41.9K -288 -2%
TPWM
1879
Twelve Points Wealth Management
Massachusetts
$2.53M -$102K -699 -4%
PMA
1880
Prudent Man Advisors
Illinois
$2.53M -$61.5K -423 -2%
WEG
1881
World Equity Group
Illinois
$2.53M -$3.24M -22,293 -56%
AWA
1882
Amplius Wealth Advisors
Pennsylvania
$2.53M +$6.11K +42 +0.2%
IW
1883
Imprint Wealth
South Carolina
$2.52M +$153K +1,031 +6%
AAM
1884
Aureus Asset Management
Massachusetts
$2.52M -$2.54M -17,449 -50%
LIM
1885
Loudon Investment Management
New Hampshire
$2.52M -$32.1K -221 -1%
FCCM
1886
First City Capital Management
Georgia
$2.5M -$54.5K -375 -2%
RDFA
1887
Ritter Daniher Financial Advisory
Ohio
$2.5M +$114K +781 +5%
FCFC
1888
First Commonwealth Financial Corp
Pennsylvania
$2.49M -$198K -1,358 -7%
BEI
1889
Benjamin Edwards Inc
Missouri
$2.49M -$498K -3,425 -17%
PPC
1890
Park Place Capital
Alabama
$2.49M -$14.3K -98 -0.6%
LWA
1891
Lineweaver Wealth Advisors
Ohio
$2.48M +$40.4K +278 +2%
KTC
1892
Kistler-Tiffany Companies
Pennsylvania
$2.48M +$27.3K +188 +1%
BSA
1893
Bull Street Advisors
Georgia
$2.48M -$10.3K -71 -0.4%
LAIC
1894
Lederer & Associates Investment Counsel
California
$2.47M -$53.1K -365 -2%
CWP
1895
Concord Wealth Partners
Virginia
$2.47M +$866K +5,956 +54%
GF
1896
Gries Financial
Ohio
$2.46M -$142K -974 -5%
WFAG
1897
Worth Financial Advisory Group
North Carolina
$2.45M -$2.91K -20 -0.1%
MCCP
1898
Mission Creek Capital Partners
California
$2.45M +$123K +849 +5%
FFS
1899
Founders Financial Securities
Maryland
$2.45M -$166K -1,143 -6%
RSA
1900
River Street Advisors
Illinois
$2.45M -$46K -316 -2%
74 75
76
77 78