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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 %
SFM
2251
Signet Financial Management
New Jersey
$1.51M -$96K -660 -6%
TC
2252
Taika Capital
Florida
$1.51M -$204K -1,400 -12%
ECP
2253
Epacria Capital Partners
Colorado
$1.51M – – –
CAL
2254
Capital Advisors Ltd
Ohio
$1.51M +$193K +1,328 +15%
LA
2255
LexAurum Advisors
Kansas
$1.51M +$581K +3,995 +63%
CBT
2256
Central Bank & Trust
Kentucky
$1.51M +$68.8K +473 +5%
LCM
2257
Landscape Capital Management
New Jersey
$1.5M +$1.5M +10,324 New
EWM
2258
Executive Wealth Management
Michigan
$1.5M +$59.1K +406 +4%
GTAM
2259
Global Trust Asset Management
Florida
$1.5M -$24.4K -168 -2%
TCM
2260
Towercrest Capital Management
Pennsylvania
$1.49M +$64.6K +444 +5%
PWC
2261
PYA Waltman Capital
Tennessee
$1.49M +$399K +2,578 +36%
MFC
2262
Morris Financial Concepts
South Carolina
$1.49M -$18.9K -130 -1%
LFM
2263
LGT Fund Management
Liechtenstein
$1.49M -$1.06M -7,300 -42%
AC
2264
Allstate Corporation
Illinois
$1.49M – – –
OBWG
2265
Onyx Bridge Wealth Group
New York
$1.49M +$68.7K +472 +5%
PWM
2266
Prentice Wealth Management
New York
$1.48M +$26.5K +182 +2%
SIC
2267
Samalin Investment Counsel
New York
$1.48M -$153K -1,052 -9%
AFM
2268
Armstrong Fleming & Moore
District of Columbia
$1.48M +$1.48M +10,195 New
PIA
2269
Perennial Investment Advisors
California
$1.48M -$11.6K -80 -0.8%
MFP
2270
Meridian Financial Partners
Virginia
$1.48M +$103K +662 +8%
LCAM
2271
London & Capital Asset Management
United Kingdom
$1.48M -$119K -817 -7%
FCFC
2272
First Citizens Financial Corp
Iowa
$1.48M +$1.48M +10,147 New
LF
2273
LifeSteps Financial
California
$1.48M +$1.75K +12 +0.1%
WDC
2274
Woodward Diversified Capital
California
$1.47M -$27.2K -187 -2%
CFS
2275
CRA Financial Services
New Jersey
$1.47M +$23K +158 +2%
89 90
91
92 93