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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 %
FFM
2301
Fullerton Fund Management
Singapore
$1.43M -$5.04M -34,636 -78%
BWM
2302
Baystate Wealth Management
Massachusetts
$1.43M +$157K +1,076 +12%
FFC
2303
First Financial Corp
Indiana
$1.42M -$148K -1,021 -9%
CC
2304
Commons Capital
Massachusetts
$1.42M -$12.5K -86 -0.9%
VC
2305
Vicus Capital
Pennsylvania
$1.42M +$9.45K +65 +0.7%
EFM
2306
Eley Financial Management
Vermont
$1.42M – – –
RSVP
2307
Ramsay Stattman Vela & Price
Colorado
$1.42M – – –
TCPWM
2308
Traverso Chambers Private Wealth Management
California
$1.41M +$27.2K +187 +2%
KA
2309
Kozak & Associates
Colorado
$1.41M +$2.64K +18 +0.2%
SWRP
2310
Summit Wealth & Retirement Planning
California
$1.41M -$322K -2,211 -19%
KP
2311
Keel Point
Alabama
$1.41M +$181K +1,246 +15%
HWM
2312
Hemington Wealth Management
Virginia
$1.41M -$47.8K -329 -3%
AWS
2313
Aspen Wealth Strategies
Colorado
$1.4M +$65.2K +448 +5%
AGA
2314
Accuvest Global Advisors
Utah
$1.4M -$497K -3,421 -26%
SRC
2315
Sage Rhino Capital
California
$1.4M +$6.55K +45 +0.5%
SHWM
2316
Silicon Hills Wealth Management
Texas
$1.4M +$29.1K +200 +2%
HTHT
2317
Hemenway Trust Hemenway Trust
New Hampshire
$1.4M +$66.5K +457 +5%
PEA
2318
Park Edge Advisors
Ohio
$1.4M -$240K -1,650 -15%
AFG
2319
Alterity Financial Group
Maine
$1.4M -$24.4K -168 -2%
WWM
2320
Windsor Wealth Management
Indiana
$1.4M +$20.7K +142 +2%
CSC
2321
Caldwell Sutter Capital
California
$1.4M +$484K +3,331 +53%
HFM
2322
Hartford Funds Management
Pennsylvania
$1.4M +$179K +1,228 +15%
HAG
2323
HF Advisory Group
Maryland
$1.39M +$294K +2,024 +27%
PC
2324
PhiloSmith Capital
Connecticut
$1.39M – – –
WPA
2325
West Paces Advisors
Georgia
$1.39M +$9.45K +65 +0.7%
91 92
93
94 95