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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 %
GPI
2351
General Partner Inc
Pennsylvania
$1.35M – – –
BSI
2352
Bennett Selby Investments
Maine
$1.35M – – –
VA
2353
Verdad Advisers
Massachusetts
$1.35M -$829K -5,700 -38%
WW
2354
Waterfront Wealth
Kansas
$1.35M +$130K +822 +11%
RB
2355
Renasant Bank
Mississippi
$1.34M -$35.5K -244 -3%
W
2356
Wealthquest
Ohio
$1.34M +$3.05K +21 +0.2%
AFS
2357
Access Financial Services
Minnesota
$1.34M -$5.82K -40 -0.4%
NFA
2358
Northern Financial Advisors
Michigan
$1.33M +$213K +1,465 +19%
FP
2359
Financial Perspectives
Minnesota
$1.33M +$727 +5 +0.1%
DM
2360
Delphi Management
Massachusetts
$1.33M +$1.33M +9,166 New
CSB
2361
City State Bank
Iowa
$1.33M -$16.9K -116 -1%
KFA
2362
Kapstone Financial Advisors
Ohio
$1.33M -$61.5K -391 -4%
CBA
2363
Coastal Bridge Advisors
Connecticut
$1.33M -$329K -2,264 -20%
EAM
2364
Evanson Asset Management
California
$1.33M -$120K -826 -8%
SI
2365
Saxon Interests
Texas
$1.33M +$59.6K +410 +5%
AA
2366
Auxano Advisors
Washington
$1.31M – – –
WFI
2367
West Family Investments
California
$1.31M – – –
Fiera Capital (Canada)
2368
Fiera Capital (Canada)
Quebec, Canada
$1.31M -$4.65K -32 -0.4%
BG
2369
Benedetti & Gucer
Georgia
$1.3M +$551K +3,791 +73%
CIA
2370
Citadel Investment Advisory
Ohio
$1.3M -$21.8K -150 -2%
MCAI
2371
Members Capital Advisors Inc
Wisconsin
$1.3M -$428K -2,941 -25%
RRA
2372
Round Rock Advisors
Connecticut
$1.3M +$5.53K +38 +0.4%
Members Trust
2373
Members Trust
Florida
$1.3M +$1.3M +8,913 New
DMBA
2374
Deseret Mutual Benefit Administrators
Utah
$1.29M -$48.4K -333 -4%
IAM
2375
Innovis Asset Management
Illinois
$1.29M -$3.93K -27 -0.3%
93 94
95
96 97