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 %
CSS
2276
Cubist Systematic Strategies
Connecticut
$1.47M -$31.9M -219,025 -96%
RWA
2277
Rainsberger Wealth Advisors
Colorado
$1.47M +$23K +158 +2%
RPSA
2278
Richard P. Slaughter Associates
Texas
$1.47M +$31.4K +216 +2%
PCTC
2279
Perkins Coie Trust Company
Washington
$1.47M +$1.09M +7,490 +286%
FI
2280
Financial Insights
Washington
$1.47M +$202K +1,390 +16%
FWM
2281
Focused Wealth Management
New York
$1.47M -$35.5K -244 -2%
LM
2282
Lincluden Management
Ontario, Canada
$1.47M -$14.1K -97 -1%
CA
2283
Carson Advisory
Georgia
$1.47M -$11.6K -80 -0.8%
NG
2284
NWK Group
California
$1.46M +$1.46M +10,053 New
PCM
2285
Prelude Capital Management
New York
$1.46M +$1.46M +10,047 New
JSW
2286
Journey Strategic Wealth
New Jersey
$1.46M -$181K -1,245 -11%
BIA
2287
Bigelow Investment Advisors
Maine
$1.46M +$70.5K +485 +5%
CFO
2288
CVA Family Office
Colorado
$1.45M +$68.1K +468 +5%
QC
2289
Quent Capital
New York
$1.45M +$10.8K +74 +0.7%
AF
2290
Apexium Financial
Texas
$1.45M +$113K +780 +8%
FH
2291
FWG Holdings
Florida
$1.45M +$34.3K +219 +2%
WC
2292
Waterloo Capital
Texas
$1.44M -$89.3K -614 -6%
FNBOH
2293
First National Bank of Hutchinson
Kansas
$1.44M +$235K +1,617 +20%
NEWAS
2294
N.E.W. Advisory Services
Wisconsin
$1.44M -$2.33K -16 -0.2%
NFSG
2295
Newbridge Financial Services Group
Florida
$1.44M -$37.4K -257 -3%
EA
2296
Eudaimonia Advisors
Tennessee
$1.44M +$8K +55 +0.6%
CGA
2297
Crescent Grove Advisors
Illinois
$1.43M -$349K -2,397 -20%
GC
2298
Gilbert & Cook
Iowa
$1.43M +$27.1K +186 +2%
FWA
2299
FSM Wealth Advisors
Ohio
$1.43M +$48.7K +330 +4%
CC
2300
Callan Capital
California
$1.43M -$85.8K -590 -6%
90 91
92
93 94