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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 %
BWP
2126
BSW Wealth Partners
Colorado
$1.74M +$6.84K +47 +0.4%
AWA
2127
Acorn Wealth Advisors
Michigan
$1.73M -$2.91K -20 -0.2%
AC
2128
Aldebaran Capital
Indiana
$1.73M – – –
RBFC
2129
Roman Butler Fullerton & Co
Missouri
$1.73M -$60.8K -394 -3%
TAM
2130
Trillium Asset Management
Massachusetts
$1.73M -$14.3K -98 -0.8%
WIM
2131
WealthPlan Investment Management
Nebraska
$1.73M -$1.27M -8,734 -42%
BCM
2132
Birmingham Capital Management
Alabama
$1.72M -$534K -3,670 -24%
EWM
2133
Elmwood Wealth Management
California
$1.72M -$136K -932 -7%
CG
2134
Clarus Group
Texas
$1.72M +$504K +3,467 +41%
MIP
2135
Marietta Investment Partners
Wisconsin
$1.72M +$5.82K +40 +0.3%
KMWM
2136
Keudell/Morrison Wealth Management
Oregon
$1.72M -$7.42K -51 -0.4%
I
2137
INVST
Indiana
$1.72M -$31.1K -214 -2%
FDS
2138
First Dallas Securities
Texas
$1.72M -$43.5K -299 -2%
KCG
2139
Kinsale Capital Group
Virginia
$1.72M +$881K +6,056 +105%
MA
2140
MBA Advisors
Pennsylvania
$1.71M -$57.6K -396 -3%
PIP
2141
Peachtree Investment Partners
Florida
$1.71M +$51.1K +351 +3%
WCM
2142
Windsor Capital Management
Arizona
$1.71M – – –
AIS
2143
American Investment Services
Massachusetts
$1.7M -$2.37M -16,292 -58%
IWP
2144
Icon Wealth Partners
Texas
$1.7M -$506K -3,479 -23%
CG
2145
Corundum Group
Colorado
$1.7M -$523K -3,593 -24%
PFWA
2146
Paces Ferry Wealth Advisors
Georgia
$1.7M -$15.1K -104 -0.9%
AC
2147
ASB Consultores
Florida
$1.7M -$78.1K -537 -4%
PBO
2148
Peoples Bank (Ohio)
Ohio
$1.69M -$52.2K -359 -3%
HFG
2149
Heron Financial Group
New York
$1.69M -$26.2K -180 -2%
FRA
2150
Front Row Advisors
California
$1.69M +$4.07K +28 +0.2%
84 85
86
87 88