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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 %
AA
2176
Aire Advisors
California
$1.65M +$145K +997 +10%
GWCM
2177
Godshalk Welsh Capital Management
Pennsylvania
$1.65M -$29.1K -200 -2%
TI
2178
Truepoint Inc
Ohio
$1.64M +$30.3K +208 +2%
SAM
2179
Sabadell Asset Management
Spain
$1.64M – – –
CIM
2180
Caldwell Investment Management
Ontario, Canada
$1.64M – – –
HWA
2181
Heartwood Wealth Advisors
Virginia
$1.64M +$172K +1,181 +12%
CFG
2182
CKW Financial Group
Hawaii
$1.64M +$59.3K +408 +4%
NPF
2183
Norris Perne & French
Michigan
$1.64M +$20.4K +140 +1%
TCB
2184
Texas Capital Bancshares
Texas
$1.64M -$35.1K -241 -2%
HBW
2185
Hazlett, Burt & Watson
West Virginia
$1.64M +$5.67K +39 +0.3%
CPRC
2186
Consolidated Portfolio Review Corp
New York
$1.64M -$1.16K -8 -0.1%
PWMG
2187
Pinnacle Wealth Management Group
Michigan
$1.64M -$80K -550 -5%
GWA
2188
GGM Wealth Advisors
Maryland
$1.64M +$54.1K +367 +3%
BA
2189
Birinyi Associates
Connecticut
$1.64M +$291 +2 +0%
TGAM
2190
TBH Global Asset Management
Tennessee
$1.63M +$259K +1,784 +19%
MCM
2191
Mainstay Capital Management
Michigan
$1.63M -$56.9K -391 -3%
OCPWS
2192
One Charles Private Wealth Services
Massachusetts
$1.63M -$8.58K -59 -0.5%
MHIC
2193
Marble Harbor Investment Counsel
Massachusetts
$1.63M – – –
WDL
2194
Well Done LLC
Michigan
$1.63M +$196K +1,345 +14%
CWA
2195
Canvas Wealth Advisors
Kansas
$1.63M -$112K -707 -6%
WAG
2196
Winthrop Advisory Group
Massachusetts
$1.62M +$85.2K +586 +6%
FAM
2197
Formidable Asset Management
Ohio
$1.62M +$49.3K +339 +3%
MW
2198
MBL Wealth
North Carolina
$1.62M -$31K -213 -2%
CRWM
2199
Castle Rock Wealth Management
California
$1.62M -$81.9K -566 -5%
CAM
2200
Cacti Asset Management
Georgia
$1.62M – – –
86 87
88
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