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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 %
LWM
2526
Lionsbridge Wealth Management
Florida
$1.08M -$870 -6 -0.1%
PSFG
2527
Prairie Sky Financial Group
Illinois
$1.07M +$22K +152 +2%
FMN
2528
Financial Management Network
California
$1.07M +$3.15K +22 +0.3%
LIA
2529
LBMC Investment Advisors
Tennessee
$1.07M – – –
FVWA
2530
Foster Victor Wealth Advisors
South Carolina
$1.07M -$91.7K -632 -8%
COCM
2531
Charter Oak Capital Management
New Hampshire
$1.07M -$5.22K -36 -0.5%
IIM
2532
Ironwood Investment Management
Massachusetts
$1.06M – – –
EBA
2533
Eagle Bay Advisors
New York
$1.06M +$238K +1,639 +29%
DCM
2534
Driehaus Capital Management
Illinois
$1.06M -$133K -915 -11%
APW
2535
Austin Private Wealth
Texas
$1.06M +$37.7K +260 +4%
MSWM
2536
McGlone Suttner Wealth Management
Wisconsin
$1.06M +$48K +331 +5%
FCAS
2537
First Command Advisory Services
Texas
$1.06M +$1.06M +7,293 +729,300%
OPOWM
2538
One Plus One Wealth Management
Florida
$1.06M -$64K -441 -6%
PIA
2539
Powell Investment Advisors
Florida
$1.05M – – –
JWM
2540
Jupiter Wealth Management
Colorado
$1.05M – – –
AWM
2541
AllSquare Wealth Management
New York
$1.05M -$1.74K -12 -0.2%
SWP
2542
Summit Wealth Partners
Florida
$1.05M +$46.8K +323 +5%
MMC
2543
Mizuho Markets Cayman
Cayman Islands
$1.05M +$1.05M +7,211 New
ACM
2544
Armbruster Capital Management
New York
$1.04M -$47.6K -328 -4%
AAP
2545
Arax Advisory Partners
Colorado
$1.04M -$33.9K -234 -3%
CIA
2546
Cladis Investment Advisory
Montana
$1.04M +$12.6K +87 +1%
SIA
2547
Schear Investment Advisers
Ohio
$1.04M -$48K -331 -4%
FOA
2548
Five Oceans Advisors
California
$1.04M +$3.63K +25 +0.3%
AFG
2549
Allegheny Financial Group
Pennsylvania
$1.04M -$141K -972 -12%
AF
2550
Affiance Financial
Minnesota
$1.04M -$5.8K -40 -0.6%
100 101
102
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