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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 %
FIM
1976
Freedom Investment Management
Connecticut
$2.2M +$1.02M +7,043 +87%
SWA
1977
SFMG Wealth Advisors
Texas
$2.2M -$47K -323 -2%
HNWAG
1978
High Net Worth Advisory Group
Florida
$2.19M +$41.7K +287 +2%
ATFA
1979
All Terrain Financial Advisors
Minnesota
$2.19M +$46.5K +320 +2%
SWA
1980
Sutton Wealth Advisors
Florida
$2.19M +$91.9K +632 +4%
FFA
1981
Fragasso Financial Advisors
Pennsylvania
$2.18M +$53.5K +368 +3%
JWM
1982
Jessup Wealth Management
Ohio
$2.18M -$92.4K -635 -4%
GCM
1983
Glaxis Capital Management
Florida
$2.18M +$2.18M +15,000 New
T
1984
TCWP
Ohio
$2.17M -$491K -3,373 -18%
OL
1985
Owen LaRue
Kentucky
$2.16M -$336K -2,290 -13%
NCM
1986
Next Capital Management
New York
$2.16M +$83K +571 +4%
GI
1987
GS Investments
Minnesota
$2.15M – – –
CAS
1988
Coppell Advisory Solutions
Texas
$2.13M +$154K +1,075 +8%
BB
1989
Bell Bank
North Dakota
$2.13M +$362K +2,490 +21%
FFM
1990
FengHe Fund Management
Singapore
$2.12M – – –
MCM
1991
Manchester Capital Management
Vermont
$2.12M +$142K +976 +7%
GFP
1992
Gryphon Financial Partners
Ohio
$2.12M -$72.1K -496 -3%
OAM
1993
Odey Asset Management
United Kingdom
$2.12M +$2.12M +14,567 New
DTC
1994
Davidson Trust Company
Washington
$2.12M -$24K -165 -1%
YDMI
1995
Y.D. More Investments
Israel
$2.11M +$1.75M +12,008 +476%
FFA
1996
Farther Finance Advisors
California
$2.11M +$254K +1,745 +14%
AIA
1997
Armor Investment Advisors
North Carolina
$2.11M -$1.5M -10,321 -42%
BFW
1998
Brady Family Wealth
Missouri
$2.11M +$19.3K +133 +0.9%
WA
1999
Wambolt & Associates
Colorado
$2.11M -$22.8K -157 -1%
BFA
2000
Benedict Financial Advisors
Georgia
$2.1M +$53.4K +367 +3%
78 79
80
81 82