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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 %
KCFA
2401
Key Client Fiduciary Advisors
New Jersey
$1.25M +$400K +2,750 +47%
LB
2402
Legacy Bridge
Iowa
$1.25M +$50.9K +350 +4%
PA
2403
Prossimo Advisors
California
$1.25M -$7.27K -50 -0.6%
SW
2404
Solidarity Wealth
Utah
$1.25M – – –
SC
2405
Steph & Co
Wisconsin
$1.25M -$1.89K -13 -0.2%
IDBONY
2406
Israel Discount Bank of New York
New York
$1.25M -$346K -2,380 -22%
BCP
2407
Berkeley Capital Partners
Georgia
$1.25M -$272K -1,869 -18%
MS
2408
Madden Securities
Texas
$1.24M +$33.9K +233 +3%
ZB
2409
Zions Bancorporation
Utah
$1.24M +$22.5K +155 +2%
TFP
2410
Tilia Fiduciary Partners
North Carolina
$1.23M -$495K -3,406 -29%
FNBSF
2411
First National Bank Sioux Falls
South Dakota
$1.23M – – –
SFWA
2412
Summit Financial Wealth Advisors
Louisiana
$1.23M -$59.6K -410 -5%
GWP
2413
Gateway Wealth Partners
Wisconsin
$1.22M +$119K +819 +11%
AWM
2414
Angeles Wealth Management
California
$1.22M +$37.4K +257 +3%
AAM
2415
AMI Asset Management
California
$1.22M +$31.1K +214 +3%
TFA
2416
Triad Financial Advisors
North Carolina
$1.22M -$16.9K -116 -1%
CCG
2417
Coastwise Capital Group
California
$1.22M +$90.3K +621 +8%
HI
2418
Hendershot Investments
Virginia
$1.22M – – –
MSCM
2419
McElhenny Sheffield Capital Management
Texas
$1.21M -$582 -4 -0%
HCP
2420
Hexagon Capital Partners
Arkansas
$1.21M -$68.2K -469 -5%
NWM
2421
Northwest Wealth Management
Iowa
$1.21M +$57.6K +396 +5%
MPW
2422
Monterey Private Wealth
California
$1.21M +$727 +5 +0.1%
SCP
2423
Syntal Capital Partners
Texas
$1.21M -$141K -969 -10%
OIM
2424
Orca Investment Management
Oregon
$1.21M +$9.89K +68 +0.8%
CCA
2425
Cora Capital Advisors
New Jersey
$1.2M -$14.3K -98 -1%
95 96
97
98 99