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 %
RHAM
2326
Round Hill Asset Management
California
$1.39M -$14.1K -97 -1%
HAIM
2327
Hunter Associates Investment Management
Pennsylvania
$1.38M -$52.3K -360 -4%
MCM
2328
Mendel Capital Management
Arkansas
$1.38M -$5.38K -37 -0.4%
AFP
2329
Ausdal Financial Partners
Iowa
$1.38M -$10.9K -75 -0.8%
EGM
2330
Engineers Gate Manager
New York
$1.38M +$479K +3,296 +53%
CG
2331
Cynosure Group
Utah
$1.38M +$1.38M +9,485 New
LC
2332
Lavaca Capital
Texas
$1.38M +$454K +3,120 +49%
SL
2333
Sentinus LLC
Illinois
$1.38M +$75.5K +519 +6%
MCM
2334
Morton Capital Management
California
$1.38M – – –
TCWM
2335
Total Clarity Wealth Management
Illinois
$1.38M +$80.1K +551 +6%
DL
2336
DOHJ LLC
Washington
$1.37M +$121K +834 +10%
AP
2337
Arlington Partners
Alabama
$1.37M +$256K +1,759 +23%
ZF
2338
Zhang Financial
Michigan
$1.37M +$213K +1,452 +18%
SSA
2339
South Street Advisors
New York
$1.37M -$87.3K -600 -6%
IF
2340
IRON Financial
Illinois
$1.37M -$2.33K -16 -0.2%
RWP
2341
Ridgecrest Wealth Partners
California
$1.36M -$17.5K -120 -1%
CWA
2342
Consilium Wealth Advisory
Texas
$1.36M +$316K +2,175 +30%
LB
2343
Leo Brokerage
Texas
$1.36M +$69.4K +477 +5%
RWP
2344
Revolve Wealth Partners
New Jersey
$1.36M +$30.1K +207 +2%
CVM
2345
Cheviot Value Management
California
$1.36M +$19.8K +136 +1%
APM
2346
Advanced Portfolio Management
New York
$1.36M +$1.36M +9,336 New
LCM
2347
LVM Capital Management
Michigan
$1.36M – – –
CG
2348
CFO4Life Group
Texas
$1.35M +$88.9K +611 +7%
SFB
2349
STAR Financial Bank
Indiana
$1.35M +$11.6K +80 +0.9%
UAML
2350
US Asset Management LLC
Pennsylvania
$1.35M -$61.4K -422 -4%
92 93
94
95 96