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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 %
WAL
2426
W Advisors LLC
Tennessee
$1.2M – – –
LCGC
2427
Legacy Capital Group California
California
$1.2M +$31.4K +216 +3%
AI
2428
AXS Investments
New York
$1.2M +$101K +696 +9%
MKC
2429
M. Kraus & Co
Vermont
$1.2M +$2.18K +15 +0.2%
AC
2430
Apella Capital
Connecticut
$1.2M +$1.2M +8,247 New
AIA
2431
Alera Investment Advisors
Illinois
$1.2M +$60.2K +414 +5%
WCFA
2432
Walkner Condon Financial Advisors
Wisconsin
$1.2M +$75.2K +517 +7%
AA
2433
ALPS Advisors
Colorado
$1.2M +$518K +3,560 +76%
DCM
2434
Driehaus Capital Management
Illinois
$1.2M +$1.2M +8,217 New
FA
2435
Faithward Advisors
Pennsylvania
$1.19M +$62.7K +406 +6%
MFG
2436
Monte Financial Group
Connecticut
$1.19M -$282K -1,938 -19%
AA
2437
Addison Advisors
Vermont
$1.19M +$24.3K +167 +2%
CAM
2438
CPA Asset Management
Florida
$1.19M – – –
RFG
2439
RFP Financial Group
Georgia
$1.19M +$985K +6,778 +488%
HIIFS
2440
Harel Insurance Investments & Financial Services
Israel
$1.19M -$1.31K -9 -0.1%
LCM
2441
Lazari Capital Management
California
$1.18M +$1.18M +8,145 New
AFG
2442
Allegheny Financial Group
Pennsylvania
$1.18M -$42.3K -291 -3%
CP
2443
Covenant Partners
Tennessee
$1.18M +$30K +206 +3%
AC
2444
Asio Capital
Kentucky
$1.18M +$11.6K +80 +1%
RCM
2445
Raleigh Capital Management
North Carolina
$1.18M -$56.4K -388 -5%
MHWM
2446
Montz Harcus Wealth Management
Louisiana
$1.17M +$76.7K +527 +7%
VF
2447
Virtu Financial
New York
$1.17M -$2.62K -18 -0.2%
EM
2448
ELCO Management
New York
$1.17M +$27.6K +190 +2%
IRC
2449
Investors Research Corp
Georgia
$1.17M – – –
SC
2450
Stephens Consulting
Michigan
$1.17M -$13.7K -94 -1%
96 97
98
99 100