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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 %
MA
2051
MONECO Advisors
Connecticut
$1.97M +$37.2K +256 +2%
SFG
2052
Steward Financial Group
Texas
$1.97M -$53.2K -366 -3%
WCBA
2053
Weaver C. Barksdale & Associates
Tennessee
$1.97M +$262K +1,799 +15%
AFS
2054
Aft Forsyth & Sober
Florida
$1.96M +$50.9K +350 +3%
IWS
2055
Insight Wealth Strategies
California
$1.95M +$6.11K +42 +0.3%
LIM
2056
Longfellow Investment Management
Massachusetts
$1.95M -$335K -2,302 -15%
BAM
2057
Byrne Asset Management
New Jersey
$1.95M -$4.51K -31 -0.2%
EB
2058
Exchange Bank
California
$1.94M +$1.94M +13,347 New
WA
2059
WBH Advisory
Maryland
$1.94M -$39.3K -270 -2%
SWM
2060
Segment Wealth Management
Texas
$1.93M -$258K -1,775 -12%
SCM
2061
Spreng Capital Management
Ohio
$1.93M -$406K -2,790 -17%
PHS
2062
Pekin Hardy Strauss
Illinois
$1.93M +$20.7K +142 +1%
MTC
2063
Matrix Trust Company
Colorado
$1.93M +$133K +914 +7%
HIC
2064
Hartline Investment Corp
Illinois
$1.93M – – –
Aristotle Capital Management
2065
Aristotle Capital Management
California
$1.91M -$42.6K -293 -2%
GKWIM
2066
Gerber Kawasaki Wealth & Investment Management
California
$1.91M +$427K +2,936 +29%
VCM
2067
Violich Capital Management
California
$1.91M -$109K -750 -5%
PWM
2068
Palumbo Wealth Management
New York
$1.91M +$2.91K +20 +0.2%
BCA
2069
Bay Colony Advisors
Massachusetts
$1.91M +$1.45K +10 +0.1%
CW
2070
Channel Wealth
California
$1.9M +$295K +2,030 +18%
DLHL
2071
Donald L. Hagan LLC
Florida
$1.9M -$71.4K -491 -4%
CA
2072
Cornerstone Advisory
Maryland
$1.9M -$341K -2,345 -15%
SW
2073
SlateStone Wealth
Florida
$1.9M -$40.4K -278 -2%
AGC
2074
Aspen Grove Capital
Colorado
$1.89M +$170K +1,166 +10%
JGCM
2075
Joseph Group Capital Management
Ohio
$1.88M +$133K +916 +8%
81 82
83
84 85