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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 %
PWMG
2451
Provence Wealth Management Group
California
$1.16M +$57.7K +397 +5%
GCM
2452
GoodHaven Capital Management
New Jersey
$1.16M – – –
BFA
2453
Beacon Financial Advisory
Ohio
$1.16M +$19.8K +136 +2%
KFSC
2454
Keystone Financial Services (Colorado)
Colorado
$1.16M +$1.02K +7 +0.1%
FVWA
2455
Foster Victor Wealth Advisors
South Carolina
$1.16M +$54K +373 +5%
AP
2456
Atwood & Palmer
Missouri
$1.16M +$65.4K +450 +6%
TF
2457
TLWM Financial
Texas
$1.16M +$2.76K +19 +0.2%
CWM
2458
Castle Wealth Management
Florida
$1.15M -$24.6K -169 -2%
HP
2459
Hyperion Partners
Pennsylvania
$1.15M +$145 +1 +0%
EAM
2460
Eukles Asset Management
Ohio
$1.15M +$66.2K +455 +6%
SA
2461
SRN Advisors
Pennsylvania
$1.15M -$429K -2,948 -27%
JJBC
2462
James J. Burns & Company
New York
$1.14M +$469K +3,225 +70%
TFCP
2463
Twin Focus Capital Partners
Massachusetts
$1.14M -$332K -2,280 -23%
SIP
2464
Stoneridge Investment Partners
Pennsylvania
$1.14M -$2.44M -16,803 -68%
BFG
2465
Bouchey Financial Group
New York
$1.14M -$68.5K -471 -6%
ISWM
2466
Independent Solutions Wealth Management
New York
$1.14M +$742K +5,103 +187%
AWM
2467
Accel Wealth Management
Iowa
$1.14M +$18K +124 +2%
PFS
2468
Physicians Financial Services
North Carolina
$1.14M -$7.27K -50 -0.6%
AA
2469
Alesco Advisors
New York
$1.14M – – –
CWC
2470
Carolinas Wealth Consulting
North Carolina
$1.14M -$62.1K -427 -5%
PK
2471
Pflug Koory
Nebraska
$1.13M -$18.2K -125 -2%
Two Sigma Advisers
2472
Two Sigma Advisers
New York
$1.13M -$9.89M -68,000 -90%
AIM
2473
Alhambra Investment Management
Florida
$1.13M -$18.5K -127 -2%
HG
2474
Herbst Group
Connecticut
$1.13M +$14.5K +100 +1%
SAM
2475
SignalPoint Asset Management
Missouri
$1.13M -$12.5K -86 -1%
97 98
99
100 101