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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 %
WCM
2026
Washington Capital Management
Washington
$2.03M – – –
FCB
2027
First County Bank
Connecticut
$2.03M -$153K -1,054 -7%
A
2028
AustralianSuper
Australia
$2.02M +$2.02M +13,898 New
AGAM
2029
Audent Global Asset Management
California
$2.02M +$1M +6,880 +98%
TLCM
2030
Twin Lakes Capital Management
California
$2.02M +$8.58K +59 +0.4%
CIM
2031
CIM Investment Management
Pennsylvania
$2.02M +$4.8K +33 +0.2%
DI
2032
DAGCO Inc
Ohio
$2.02M -$57.3K -394 -3%
GA
2033
Greytown Advisors
Florida
$2.02M -$837K -5,757 -29%
MSFS
2034
Main Street Financial Solutions
Pennsylvania
$2.01M -$67.3K -463 -3%
VCP
2035
Verus Capital Partners
Arizona
$2.01M +$72.7K +500 +4%
FNA
2036
First National Advisers
Nebraska
$2.01M +$355K +2,881 +21%
VCM
2037
Virtue Capital Management
Tennessee
$2.01M +$45.4K +314 +2%
HA
2038
Hamel Associates
New Jersey
$2.01M -$96K -660 -5%
MCI
2039
MRP Capital Investments
Georgia
$2.01M +$2.01M +55,900 New
RA
2040
Rockingstone Advisors
Massachusetts
$2M -$10.9K -75 -0.5%
LSA
2041
Lion Street Advisors
Texas
$2M -$19.5K -115 -1%
AI
2042
Accredited Investors
Minnesota
$1.99M +$16.6K +114 +0.8%
BWA
2043
Blodgett Wealth Advisors
California
$1.99M -$14.4K -99 -0.7%
ICM
2044
IMS Capital Management
Oregon
$1.99M +$381K +2,621 +24%
CIAS
2045
CFS Investment Advisory Services
New Jersey
$1.99M +$19.3K +133 +1%
TWI
2046
Thomas White International
Illinois
$1.98M – – –
KJWM
2047
Kiley Juergens Wealth Management
Washington
$1.98M +$14.1K +97 +0.7%
PCM
2048
Pointe Capital Management
Michigan
$1.98M +$38.8K +267 +2%
BFA
2049
Brendel Financial Advisors
New Hampshire
$1.98M -$38.1K -262 -2%
LWP
2050
LMG Wealth Partners
Louisiana
$1.98M – – –
80 81
82
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