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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 %
WWM
2151
WT Wealth Management
Arizona
$1.69M -$33.7K -232 -2%
ACM
2152
Allred Capital Management
Texas
$1.69M +$116K +795 +7%
EWS
2153
Evergreen Wealth Solutions
Pennsylvania
$1.69M -$15.6K -107 -0.9%
AIM
2154
ARGA Investment Management
Connecticut
$1.68M – – –
SWK
2155
Stephen W. Kidder
$1.68M +$116K +800 +7%
OHWA
2156
Oak Hill Wealth Advisors
Virginia
$1.68M +$436 +3 +0%
MLA
2157
My Legacy Advisors
Oregon
$1.68M +$81.1K +545 +5%
AFC
2158
AFT Forsyth & Company
Florida
$1.68M +$37.8K +260 +2%
OL
2159
Optas LLC
Texas
$1.68M +$25.7K +177 +2%
KLWA
2160
Kelly Lawrence W & Associates
California
$1.68M -$98.9K -694 -6%
JDR
2161
Jay D. Rosenbaum
$1.68M -$99.8K -686 -6%
GBWM
2162
Granite Bay Wealth Management
New Hampshire
$1.68M +$403K +2,771 +32%
FMP
2163
Financial Management Professionals
Texas
$1.68M +$36.9K +254 +2%
BIA
2164
BHK Investment Advisors
Alabama
$1.67M -$51.8K -356 -3%
SCG
2165
Sonata Capital Group
Washington
$1.67M +$72.7K +500 +5%
BWM
2166
BlackDiamond Wealth Management
New York
$1.67M +$26.5K +169 +2%
SPWM
2167
Schrum Private Wealth Management
Florida
$1.66M +$873 +6 +0.1%
RWA
2168
Redhawk Wealth Advisors
Minnesota
$1.66M +$346K +2,376 +26%
AWA
2169
Aaron Wealth Advisors
Illinois
$1.66M +$75K +516 +5%
SJIM
2170
St. Johns Investment Management
Florida
$1.65M -$34.3K -236 -2%
MCM
2171
McMillion Capital Management
North Carolina
$1.65M -$78.8K -542 -5%
FCA
2172
FinTrust Capital Advisors
South Carolina
$1.65M – – –
GA
2173
Geller Advisors
New York
$1.65M +$783K +5,385 +90%
PIMG
2174
Patriot Investment Management Group
Tennessee
$1.65M +$5.82K +40 +0.4%
HCM
2175
Highview Capital Management
Illinois
$1.65M -$3.2K -22 -0.2%
85 86
87
88 89