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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 %
HBWM
2226
Hollow Brook Wealth Management
New York
$1.57M +$33.5K +230 +2%
OC
2227
Oarsman Capital
Wisconsin
$1.57M -$354K -2,436 -18%
DBG
2228
De Burlo Group
Massachusetts
$1.57M +$66.3K +456 +4%
PCM
2229
Princeton Capital Management
New Jersey
$1.57M -$68.6K -472 -4%
ACL
2230
Applied Capital LLC
Florida
$1.56M +$4.51K +31 +0.3%
TC
2231
Trust Company
Kansas
$1.56M -$761K -5,230 -33%
OCM
2232
Orleans Capital Management
Louisiana
$1.56M +$56.7K +390 +4%
CASB
2233
Cape Ann Savings Bank
Massachusetts
$1.56M -$19.5K -134 -1%
SFS
2234
Summit Financial Strategies
Ohio
$1.56M +$28.5K +196 +2%
JF
2235
JSF Financial
California
$1.55M +$9.45K +65 +0.6%
4WM
2236
44 Wealth Management
Oregon
$1.55M -$146K -1,005 -9%
TWM
2237
Tradition Wealth Management
Minnesota
$1.55M -$16K -110 -1%
RIM
2238
RW Investment Management
Idaho
$1.55M -$9.31K -64 -0.6%
PWM
2239
Paulson Wealth Management
Illinois
$1.54M +$179K +1,231 +13%
MPCG
2240
Matrix Private Capital Group
New York
$1.54M -$173K -1,187 -10%
CWM
2241
Connecticut Wealth Management
Connecticut
$1.53M +$336K +2,310 +28%
CA
2242
Calton & Associates
Florida
$1.53M +$293K +2,013 +24%
IP
2243
Ignite Planners
California
$1.53M -$18.9K -131 -1%
GHAM
2244
Gilman Hill Asset Management
Connecticut
$1.53M +$36.4K +250 +2%
SAMT
2245
Select Asset Management & Trust
Pennsylvania
$1.53M +$310K +2,129 +25%
SIC
2246
Sterling Investment Counsel
New York
$1.52M +$39.6K +272 +3%
CS
2247
Capital Square
Tennessee
$1.52M -$7.13K -49 -0.5%
FNBOSM
2248
First National Bank of South Miami
Florida
$1.52M -$78.8K -542 -5%
SIG
2249
Sky Investment Group
Connecticut
$1.51M -$34.9K -240 -2%
CWS
2250
Cypress Wealth Services
California
$1.51M +$191K +1,248 +14%
88 89
90
91 92