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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 %
FNBTCON
2376
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M +$43.8K +301 +4%
JWWM
2377
Johnson & White Wealth Management
Pennsylvania
$1.29M -$1.75K -12 -0.1%
FRM
2378
Fox Run Management
Connecticut
$1.29M -$287K -1,973 -18%
CAM
2379
Cozad Asset Management
Illinois
$1.29M -$112K -768 -8%
HFAS
2380
Hummer Financial Advisory Services
Illinois
$1.29M – – –
ACM
2381
Ategra Capital Management
Virginia
$1.29M -$2.12M -14,559 -62%
WMA
2382
Wealth Management Associates
New Jersey
$1.28M -$46K -316 -3%
Eagle Capital Management (New York)
2383
Eagle Capital Management (New York)
New York
$1.28M +$41.3K +284 +3%
AAM
2384
Ascension Asset Management
New York
$1.28M +$1.28M +8,804 New
AIA
2385
Angeles Investment Advisors
California
$1.28M +$189K +1,302 +17%
WIA
2386
Westbourne Investment Advisors
Maryland
$1.28M +$49.9K +343 +4%
PG
2387
Proffitt & Goodson
Tennessee
$1.28M +$15.3K +105 +1%
MTWM
2388
Masso Torrence Wealth Management
New Jersey
$1.28M -$8.44K -58 -0.7%
PPP
2389
Private Portfolio Partners
New Jersey
$1.28M -$22.4K -154 -2%
NL
2390
Navalign LLC
California
$1.28M -$18K -124 -1%
KIG
2391
Kowal Investment Group
Wisconsin
$1.27M +$16.7K +115 +1%
DWM
2392
Defined Wealth Management
Oregon
$1.27M +$21.4K +147 +2%
MAC
2393
Mason & Associates (California)
California
$1.27M +$13.2K +91 +1%
KCM
2394
KRS Capital Management
Michigan
$1.27M +$3.05K +21 +0.2%
BHIC
2395
Bassett Hargrove Investment Counsel
Delaware
$1.27M – – –
PA
2396
PSI Advisors
Florida
$1.26M +$37.8K +260 +3%
TT
2397
TI-Trust
Illinois
$1.26M -$3.64K -25 -0.3%
SM
2398
Salzhauer Michael
$1.26M – – –
SFM
2399
Spartan Fund Management
Canada
$1.25M -$15.3K -64 -1%
HR
2400
Hardy Reed
Mississippi
$1.25M -$22.8K -157 -2%
94 95
96
97 98