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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 %
CWM
2101
Chesapeake Wealth Management
Virginia
$1.8M -$78.1K -537 -4%
VIM
2102
Vista Investment Management
Pennsylvania
$1.79M -$18.3K -126 -1%
WAM
2103
Weatherly Asset Management
California
$1.79M +$20.4K +140 +1%
6F
2104
626 Financial
Michigan
$1.79M -$118K -813 -6%
OIM
2105
Oder Investment Management
California
$1.78M -$19.9K -137 -1%
GCC
2106
Game Creek Capital
Massachusetts
$1.78M -$545K -3,750 -23%
BST
2107
Bath Savings Trust
Maine
$1.78M -$58.2K -400 -3%
TIA
2108
Traphagen Investment Advisors
New Jersey
$1.78M +$26K +179 +1%
MMM
2109
Mendel Money Management
Illinois
$1.78M -$1.14M -7,830 -39%
BI
2110
Ballast Inc
Kentucky
$1.78M +$39K +268 +2%
CPM
2111
Connective Portfolio Management
New York
$1.77M +$1.77M +12,080 New
ILI
2112
Invesco LLC (Illinois)
Illinois
$1.77M +$1.77M +12,162 New
MA
2113
MJP Associates
Connecticut
$1.77M -$55.1K -379 -3%
DA
2114
Dover Advisors
Virginia
$1.76M -$283K -1,947 -14%
WPA
2115
Winning Points Advisors
Florida
$1.76M -$2.26M -13,300 -56%
OP
2116
ORG Partners
Indiana
$1.75M +$227K +1,552 +15%
AG
2117
Algert Global
California
$1.75M +$1.19M +8,200 +212%
AGP
2118
Autumn Glory Partners
Texas
$1.75M +$454K +3,125 +35%
AC
2119
Avestar Capital
New York
$1.75M +$157K +1,077 +10%
Two Sigma Investments
2120
Two Sigma Investments
New York
$1.75M – – –
UM
2121
Ulysses Management
New York
$1.75M – – –
USGIU
2122
U.S. Global Investors (USGI)
Texas
$1.75M +$1.75M +12,000 New
FPCP
2123
Fort Point Capital Partners
California
$1.74M +$69.8K +480 +4%
GA
2124
Gateway Advisory
New Jersey
$1.74M +$713K +4,905 +70%
HCM
2125
HMS Capital Management
Tennessee
$1.74M -$33.6K -231 -2%
83 84
85
86 87