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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 %
FCAG
1951
First Capital Advisors Group
New Jersey
$2.26M -$9.45K -65 -0.4%
SEEDPG
1952
S.E.E.D. Planning Group
New York
$2.26M +$87.3K +600 +4%
EWA
1953
Etesian Wealth Advisors
Oregon
$2.26M +$17.2K +118 +0.8%
MJB
1954
Mark J. Bradley
$2.26M -$832K -5,720 -27%
SXL
1955
Summit X LLC
Missouri
$2.25M +$123K +844 +6%
RWS
1956
Resolute Wealth Strategies
Mississippi
$2.24M +$40.6K +279 +2%
SN
1957
Sittner & Nelson
Oregon
$2.24M +$53.4K +367 +2%
WA
1958
Wealth Alliance
New York
$2.24M -$88.3K -607 -4%
OIA
1959
Optimum Investment Advisors
Illinois
$2.24M +$27.6K +190 +1%
CCG
1960
Chatham Capital Group
Georgia
$2.23M +$7.27K +50 +0.3%
AW
1961
Alaethes Wealth
Nevada
$2.23M -$163K -1,121 -7%
JWM
1962
Jeppson Wealth Management
California
$2.23M -$43.1K -296 -2%
OFA
1963
Oak Family Advisors
Illinois
$2.23M +$57K +392 +3%
TWA
1964
TCI Wealth Advisors
Arizona
$2.23M -$98.5K -677 -4%
REMPR
1965
Roof Eidam Maycock Peralta (REMP)
California
$2.23M -$50.9K -350 -2%
RF
1966
Rollins Financial
Georgia
$2.22M -$20.2K -139 -0.9%
LIA
1967
LS Investment Advisors
Michigan
$2.22M +$58.8K +404 +3%
GC
1968
Guardian Capital
Ontario, Canada
$2.22M – – –
LMKC
1969
L.M. Kohn & Company
Ohio
$2.21M +$502K +3,450 +29%
ACMA
1970
Arbor Capital Management (Alaska)
Alaska
$2.21M +$3.37K +23 +0.2%
EFG
1971
Ethos Financial Group
Pennsylvania
$2.2M – – –
AR
1972
Advisory Research
Illinois
$2.2M +$391K +2,687 +22%
WWM
1973
Wolff Wiese Magana
California
$2.2M -$47.7K -328 -2%
FBT
1974
First Bank & Trust
South Dakota
$2.2M -$162K -1,117 -7%
BIP
1975
Blueprint Investment Partners
North Carolina
$2.2M -$558K -3,835 -20%
77 78
79
80 81