JPM icon

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 %
CFP
2201
Catalyst Financial Partners
Massachusetts
$1.61M +$182K +1,249 +13%
Kayne Anderson Rudnick Investment Management
2202
Kayne Anderson Rudnick Investment Management
California
$1.61M +$13.4K +92 +0.8%
BSAM
2203
Blue Square Asset Management
New York
$1.61M +$1.15M +7,919 +250%
VFPI
2204
Vantage Financial Partners (Illinois)
Illinois
$1.61M – – –
ECML
2205
Eagle Capital Management (Louisiana)
Louisiana
$1.61M +$1.61M +11,060 New
CAM
2206
Costello Asset Management
Pennsylvania
$1.61M -$1.45K -10 -0.1%
JFA
2207
JNBA Financial Advisors
Minnesota
$1.61M +$17K +117 +1%
EWM
2208
Evergreen Wealth Management
Michigan
$1.61M -$136K -938 -8%
SC
2209
Shay Capital
New York
$1.61M -$153K -1,050 -9%
BFO
2210
Biltmore Family Office
North Carolina
$1.61M -$177K -1,219 -10%
OCM
2211
Orion Capital Management
California
$1.61M -$873 -6 -0.1%
TIA
2212
Trust Investment Advisors
Indiana
$1.6M +$29.2K +201 +2%
GSC
2213
G&S Capital
Colorado
$1.6M -$286K -1,964 -15%
IC
2214
Inscription Capital
Texas
$1.6M -$50.5K -347 -3%
WA
2215
Wealth Architects
California
$1.59M +$4.8K +33 +0.3%
CAMV
2216
Concord Asset Management (Virginia)
Virginia
$1.59M +$340K +2,339 +27%
LFA
2217
LGT Financial Advisors
Texas
$1.59M +$702K +4,826 +79%
PCS
2218
Personal CFO Solutions
New Jersey
$1.59M +$211K +1,450 +15%
AF
2219
Aldebaran Financial
$1.59M -$231K -1,591 -13%
WCM
2220
WealthBridge Capital Management
Ohio
$1.58M -$674K -4,631 -30%
CBT
2221
CoreFirst Bank & Trust
Kansas
$1.58M -$98.6K -678 -6%
CW
2222
CIC Wealth
Maryland
$1.58M +$3.78K +26 +0.2%
WAAG
2223
Wealth Alliance Advisory Group
Kansas
$1.57M -$268K -1,843 -15%
WP
2224
Westmount Partners
California
$1.57M +$23.7K +163 +2%
WMP
2225
Wealth Management Partners
Arizona
$1.57M +$53.1K +365 +3%
87 88
89
90 91