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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 %
SHFA
2501
SC&H Financial Advisors
Maryland
$1.1M -$145 -1 -0%
OW
2502
Olistico Wealth
Oklahoma
$1.1M -$14.5K -100 -1%
IA
2503
IFG Advisors
Missouri
$1.1M -$435 -3 -0%
CCM
2504
Community Capital Management
Florida
$1.1M +$551K +3,800 +100%
DG
2505
DMC Group
Alabama
$1.1M +$29K +200 +3%
TC
2506
Trust Company
Kansas
$1.09M -$462K -3,185 -30%
KWM
2507
Kolinsky Wealth Management
New Jersey
$1.09M +$79K +545 +8%
CCT
2508
Capital City Trust
Florida
$1.09M +$306K +2,109 +39%
CP
2509
Covenant Partners
Tennessee
$1.09M -$83.8K -578 -7%
CFG
2510
Cooper Financial Group
California
$1.09M -$580 -4 -0.1%
MS
2511
Madden Securities
Texas
$1.09M -$145K -1,000 -12%
LFM
2512
Lumina Fund Management
New York
$1.09M – – –
AA
2513
Alta Advisers
United Kingdom
$1.09M – – –
SIP
2514
Stoneridge Investment Partners
Pennsylvania
$1.09M -$48K -331 -4%
BWP
2515
Balboa Wealth Partners
Arizona
$1.09M +$48K +331 +5%
RLWM
2516
RF&L Wealth Management
Massachusetts
$1.09M – – –
RW
2517
REDW Wealth
New Mexico
$1.09M +$435 +3 +0%
PWP
2518
Pursue Wealth Partners
California
$1.09M -$1.89K -13 -0.2%
FPWM
2519
FSB Premier Wealth Management
Iowa
$1.08M +$19.9K +137 +2%
DMBA
2520
Deseret Mutual Benefit Administrators
Utah
$1.08M -$209K -1,440 -16%
AP
2521
Atwood & Palmer
Missouri
$1.08M -$72.5K -500 -6%
AWG
2522
Altus Wealth Group
Colorado
$1.08M -$23.6K -163 -2%
TWM
2523
Thrive Wealth Management
Pennsylvania
$1.08M +$56K +386 +5%
PWP
2524
Phillips Wealth Planners
Mississippi
$1.08M +$5.23K +36 +0.5%
SW
2525
Solidarity Wealth
Utah
$1.08M -$168K -1,159 -13%
99 100
101
102 103