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 %
LWM
1926
Ledge Wealth Management
Minnesota
$2.34M -$693K -4,767 -23%
VWM
1927
Venturi Wealth Management
Texas
$2.34M +$377K +2,595 +19%
SIA
1928
SkyView Investment Advisors
New Jersey
$2.34M +$291 +2 +0%
MWM
1929
Marion Wealth Management
Pennsylvania
$2.34M +$124K +852 +6%
DA
1930
Dillon & Associates
Michigan
$2.34M +$39.9K +275 +2%
MTIC
1931
Missouri Trust & Investment Company
Missouri
$2.33M +$151K +1,037 +7%
MUAMU
1932
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.33M +$727K +5,000 +45%
WCM
1933
Weik Capital Management
Pennsylvania
$2.32M -$61.8K -425 -3%
BOCM
1934
Bontempo Ohly Capital Management
Maryland
$2.32M -$25.7K -177 -1%
RHP
1935
Royal Harbor Partners
Texas
$2.32M -$17.7K -122 -0.8%
DAM
1936
Delta Asset Management
Tennessee
$2.32M +$14.4K +99 +0.6%
FWM
1937
Finer Wealth Management
Massachusetts
$2.31M +$59.2K +407 +3%
GG
1938
Gleason Group
Kentucky
$2.31M +$5.09K +35 +0.2%
NF
1939
Nvest Financial
New Hampshire
$2.31M +$219K +1,509 +11%
RZH
1940
Relyea Zuckerberg Hanson
Connecticut
$2.3M +$264K +1,814 +13%
KIC
1941
Kensington Investment Counsel
California
$2.3M +$303K +2,082 +15%
NW
1942
Naviter Wealth
Arkansas
$2.3M +$266K +1,829 +13%
MFS
1943
Mirabella Financial Services
United Kingdom
$2.3M +$2.3M +15,800 New
CPIA
1944
Cornell Pochily Investment Advisors
New York
$2.3M +$10.5K +72 +0.5%
PMFA
1945
Plante Moran Financial Advisors
Michigan
$2.3M +$714K +4,911 +45%
IF
1946
Ironwood Financial
Arizona
$2.29M -$90.2K -620 -4%
AWM
1947
Aberdeen Wealth Management
Illinois
$2.29M – – –
VFA
1948
Voya Financial Advisors
Connecticut
$2.28M -$14.2K -99 -0.6%
FFG
1949
Fortem Financial Group
California
$2.28M +$151K +1,038 +7%
PFM
1950
Phillips Financial Management
Indiana
$2.26M +$15.7K +108 +0.7%
76 77
78
79 80