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JPMorgan Chase
JPM

Overview Fund Activity

3,679 hedge funds and large institutions have $297B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,566 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,679
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.66%
Holding in Top 10
508
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.42%
% of All Funds
8.1%
New
160
Increased
1,566
Reduced
1,558
Closed
80
Calls
$6.11B
Puts
$8.12B
Net Calls
-$2.01B
Net Calls Change
-$1.96B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$347M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$188M

Top Sellers

1
State Street
State Street
Massachusetts
-$620M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$561M
3
Bank of America
Bank of America
North Carolina
-$417M
4
BlackRock
BlackRock
New York
-$405M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
2476
Keystone Financial Services (Colorado)
Colorado
$1.15M -$6.53K -45 -0.6%
IRC
2477
Investors Research Corp
Georgia
$1.14M -$18.1K -125 -2%
IWP
2478
Icon Wealth Partners
Texas
$1.14M -$556K -3,831 -33%
RFG
2479
RFP Financial Group
Georgia
$1.14M -$43.4K -299 -4%
SAM
2480
SignalPoint Asset Management
Missouri
$1.14M +$16.2K +112 +1%
AWM
2481
Accel Wealth Management
Iowa
$1.14M +$3.92K +27 +0.3%
GA
2482
Geller Advisors
New York
$1.14M -$508K -3,502 -31%
AWA
2483
Alta Wealth Advisors
Massachusetts
$1.13M +$29.1K +201 +3%
FBB
2484
Fulton Breakefield Broenniman
Maryland
$1.13M +$30.5K +210 +3%
PFS
2485
Physicians Financial Services
North Carolina
$1.13M – – –
AA
2486
Alesco Advisors
New York
$1.13M -$145 -1 -0%
DFS
2487
Dixon Fnancial Services
California
$1.13M +$15.8K +109 +1%
FA
2488
Faithward Advisors
Pennsylvania
$1.13M +$2.04K +14 +0.2%
PK
2489
Pflug Koory
Nebraska
$1.13M -$3.63K -25 -0.3%
VC
2490
Veracity Capital
Georgia
$1.12M +$7.11K +49 +0.6%
AIM
2491
ARGA Investment Management
Connecticut
$1.12M -$557K -3,844 -33%
LNWTC
2492
Laird Norton Wetherby Trust Company
Washington
$1.12M – – –
ACM
2493
AlphaStar Capital Management
North Carolina
$1.12M +$48.9K +337 +5%
AIM
2494
Alhambra Investment Management
Florida
$1.12M -$12.8K -88 -1%
BC
2495
Belmont Capital
California
$1.11M +$326K +2,249 +41%
GPA
2496
Garrison Point Advisors
California
$1.11M +$4.93K +34 +0.4%
JJBC
2497
James J. Burns & Company
New York
$1.11M -$27.7K -191 -2%
TWA
2498
Talisman Wealth Advisors
New Jersey
$1.11M -$6.82K -47 -0.6%
MPW
2499
Monterey Private Wealth
California
$1.11M -$102K -700 -8%
KIG
2500
Kessler Investment Group
Indiana
$1.1M +$55.4K +382 +5%
98 99
100
101 102