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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 %
EG
2076
Ellerson Group
Maryland
$1.88M – – –
RCA
2077
Ranch Capital Advisors
Florida
$1.88M +$4.8K +33 +0.3%
NCM
2078
Neumann Capital Management
California
$1.88M -$44.2K -304 -2%
MCC
2079
Money Concepts Capital
Florida
$1.87M -$2.71M -18,610 -59%
BCM
2080
BlueCrest Capital Management
Jersey
$1.87M +$1.87M +12,828 New
LWMM
2081
Legacy Wealth Management (Mississippi)
Mississippi
$1.86M -$3.49K -24 -0.2%
DWM
2082
Drive Wealth Management
Utah
$1.86M -$53.2K -366 -3%
EIM
2083
Essex Investment Management
Massachusetts
$1.86M +$375K +2,579 +25%
IIA
2084
IPG Investment Advisors
California
$1.85M +$1.31M +9,009 +243%
KHLMTHM
2085
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.85M -$2.05M -14,237 -53%
CB
2086
Centennial Bank
Arkansas
$1.85M -$218K -1,500 -11%
NHC
2087
Nicholas Hoffman & Company
Georgia
$1.85M +$83.2K +572 +5%
PCP
2088
Proficio Capital Partners
Massachusetts
$1.84M +$70.4K +484 +4%
WI
2089
WrapManager Inc
California
$1.84M -$59.9K -412 -3%
FP
2090
Fiduciary Planning
Florida
$1.84M +$3.05K +21 +0.2%
TRIA
2091
Trail Ridge Investment Advisors
Colorado
$1.83M -$52.8K -363 -3%
WA
2092
Waddell & Associates
Tennessee
$1.83M +$290K +1,996 +19%
FWP
2093
Falcon Wealth Planning
California
$1.82M +$63.8K +439 +4%
AWE
2094
Avidian Wealth Enterprises
Texas
$1.82M -$2.58M -17,719 -59%
GWM
2095
Greenwich Wealth Management
Connecticut
$1.82M -$22.4K -154 -1%
LA
2096
Lindenwold Advisors
Pennsylvania
$1.82M -$247K -1,695 -12%
TWP
2097
Tempus Wealth Planning
California
$1.82M -$45.4K -312 -2%
PVH
2098
Psagot Value Holdings
Israel
$1.81M +$742K +5,200 +69%
ADBIC
2099
A.D. Beadell Investment Counsel
Wisconsin
$1.81M -$36.3K -250 -2%
MAM
2100
Mastrapasqua Asset Management
Tennessee
$1.8M -$291 -2 -0%
82 83
84
85 86