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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 %
CICI
2551
Capital Investment Counsel Inc
North Carolina
$1.04M +$2.18K +15 +0.2%
SFC
2552
SYM Financial Corp
Indiana
$1.03M +$755K +5,206 +272%
SIG
2553
Spinnaker Investment Group
California
$1.03M -$33.5K -231 -3%
SCA
2554
Sandy Cove Advisors
Massachusetts
$1.03M +$4.64K +32 +0.5%
ACA
2555
Atlas Capital Advisors
Wyoming
$1.03M – – –
DA
2556
Denali Advisors
California
$1.03M – – –
CPC
2557
Cookson Peirce & Co
Pennsylvania
$1.03M +$650K +4,481 +171%
PIA
2558
Pinion Investment Advisors
Kansas
$1.03M -$31K -214 -3%
JDR
2559
Jay D. Rosenbaum
$1.03M -$645K -4,450 -39%
OBGC
2560
O'Brien Greene & Co
Pennsylvania
$1.03M -$18.1K -125 -2%
ARMT
2561
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
BWM
2562
Birchcreek Wealth Management
Ohio
$1.02M +$42.2K +291 +4%
CCA
2563
Column Capital Advisors
Indiana
$1.02M -$47.3K -326 -4%
CPA
2564
Capital Planning Advisors
California
$1.02M +$45.1K +311 +5%
HWP
2565
Highline Wealth Partners
California
$1.02M +$6.67K +46 +0.7%
BA
2566
Bluesphere Advisors
Pennsylvania
$1.02M +$290 +2 +0%
FDDB
2567
Fidelity D&D Bancorp
Pennsylvania
$1.02M +$1.02M +7,019 New
SCA
2568
Sippican Capital Advisors
Massachusetts
$1.02M +$30.5K +210 +3%
OCM
2569
Objective Capital Management
Ohio
$1.02M -$16.7K -115 -2%
MIC
2570
Meridian Investment Counsel
California
$1.02M – – –
JF
2571
Jump Financial
Illinois
$1.01M +$1.01M +6,994 New
GFA
2572
Gallagher Fiduciary Advisors
Illinois
$1.01M -$92.5K -638 -8%
GWM
2573
Gray Wealth Management
Maine
$1.01M -$49.6K -342 -5%
SFS
2574
Stiles Financial Services
Minnesota
$1.01M +$31.2K +215 +3%
WFG
2575
Wills Financial Group
Virginia
$1.01M +$145 +1 +0%
101 102
103
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