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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 %
FANJ
1901
Financial Architects (New Jersey)
New Jersey
$2.45M -$43.8K -301 -2%
BMC
1902
Benin Management Corp
Connecticut
$2.44M +$12.7K +87 +0.5%
CA
1903
Cumberland Advisors
Florida
$2.44M -$1.89M -13,010 -44%
AWC
1904
Abundance Wealth Counselors
Pennsylvania
$2.44M +$30.1K +207 +1%
IFWM
1905
Institute for Wealth Management
Colorado
$2.43M -$2.18K -15 -0.1%
CFFP
1906
Center for Financial Planning
Michigan
$2.43M +$8.58K +59 +0.4%
BCM
1907
Boltwood Capital Management
California
$2.42M -$291 -2 -0%
CA
1908
Continental Advisors
Utah
$2.42M -$218K -1,500 -8%
HCCM
1909
Hudson Canyon Capital Management
New York
$2.42M +$286K +1,965 +13%
GWM
1910
GSB Wealth Management
Connecticut
$2.42M +$16.9K +116 +0.7%
EBWM
1911
Eagle Bluffs Wealth Management
Missouri
$2.41M +$33.6K +231 +1%
SQA
1912
Simon Quick Advisors
New Jersey
$2.41M -$412K -2,831 -15%
WPW
1913
Warther Private Wealth
Ohio
$2.41M +$67.9K +467 +3%
3IP
1914
3Chopt Investment Partners
Virginia
$2.41M +$1.6K +11 +0.1%
CCI
1915
Credit Capital Investments
New Jersey
$2.4M -$873K -6,000 -27%
APF
1916
Alaska Permanent Fund
Alaska
$2.4M +$2.4M +16,500 New
JHCP
1917
Jackson Hole Capital Partners
Oklahoma
$2.4M -$407K -2,796 -15%
CIC
1918
Chilton Investment Company
Connecticut
$2.39M +$383K +2,636 +19%
BWM
1919
BigSur Wealth Management
Florida
$2.39M -$23K -158 -1%
MC
1920
Martin & Co
Tennessee
$2.38M -$81.3K -559 -3%
AP
1921
Adero Partners
California
$2.38M -$30.8K -212 -1%
CC
1922
Centiva Capital
New York
$2.38M -$2.13M -14,645 -47%
RTC
1923
Riverview Trust Company
Washington
$2.37M -$286K -1,967 -11%
NBT
1924
Northwest Bank & Trust
Iowa
$2.36M +$2.36M +16,258 New
KWA
1925
Kingswood Wealth Advisors
California
$2.36M +$2.36M +16,256 New
75 76
77
78 79